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A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.
Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
Obtaining your digital signature
For reporters using RB Digital Signature Proxy service on reporterbase.com
Learn how to purchase a digital signature (or digital ID) from Symantec, then export it from Internet Explorer, and register it with reporterbase.com. Continue reading
Send Resource Payroll Reports via email
Would you like to automatically email your reporters and other resources their RB8 Resource Payroll Reports when you generate them? Continue reading
How to update your RB8 Server
Update all of your server components for your ReporterBase products, including: iFileServer Job Scheduler RB8 RB Web 8 (if applicable) All of these updates are performed in the OMTI directory on your RB8 server. IMPORTANT Before beginning an update, make … Continue reading
How to add 3rd party billing information prior to billing
If a job will be billed to a 3rd party (such as an insurance company), input the party’s contact & firm prior to billing, so your billing personnel don’t have to remember to change the Bill To client from the … Continue reading
How to merge cases when you have duplicates in the Case Manager
If you find you have 2 or more instances of a case in your RB8 Case Manager, you can merge them into one quickly. If you have trouble viewing the video here, watch it on OMTI’s YouTube channel.
How to enter a case party & tie it to all existing jobs in Calendar Manager
If you need to add a party to a case that you’ve already added jobs to in RB8, here’s how to add the party to the case, its existing jobs and future jobs as well. If you have trouble viewing … Continue reading
2012 Team RB Conference presentations
If you have trouble viewing these videos, watch them on the OMTI channel on YouTube. Part 1: RB8 highlights and demos Part 2: RB Transcript Web Viewer overview and demo Part 3: Exporting, smart text search and meTranscripts Part 4: … Continue reading
2011 Team RB Conference presentation
Hear Yong explain and see him demo what’s new in RB8 & RB Web Continue reading
Keep track of things in RB8
Add the tracking plug-in to your RB8 office management system to monitor jobs as they advance through your production workflow, then keep tabs on job-related files and media in storage afterwards. Continue reading
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