Lesson #105
Everything you want to know about clients, resources, places, & your company
Maintain a deep database of entities in RB:
- Clients (firms, contacts, and parent firms, i.e., company headquarters)
- Resources (reporters, scopists, videographers, other independent contractors, and non-people entities such as conference rooms)
- Job locations
- Business units (your company’s revenue centers or parts you want to track separately)
In addition to storing all information about entities, in this module you can:
- View maps and driving directions to entities’ addresses.
- View month-to-month financial and job activity for a firm, contact, or resource in interactive graphs.
- Label entities with tags (keywords or phrases) to mark them as part of specific groups, which you can use for different purposes, such as monitoring or marketing.
- Set up RB Connect log-in credentials for contacts and resources.
- Include detailed billing, job, and production information for firms and contacts. Include detailed pay information for resources.
- Designate different email addresses to receive specific types of email for a single contact, firm, or resource.
- Maintain lists of clients’ standing requests.
- Designate and monitor senior contacts, such as lead attorneys, who can have access to other contact’s activities in RB Connect.
- Enter client retainers and view history of their application. Record collection efforts.
- Enter resources’ digital signature proxy information for applying their digital IDs to RB-PDF Transcripts.
- Set up resources’ individual work schedules for RB to use when suggesting resources for tasks. You can override a resource’s availability when scheduling a job.
- Maintain lists of resources’ specialties to help in assigning resources.
- Maintain lists of resources’ certifications as reference for evaluating resources. Include certification expiration dates and set reminders.
- Set preferences for your business units. Upload company logos for invoices and transcripts.
Entities functions by name
TL;DR: Maintain a deep database of your clients, resources, job locations, and business units.
RB concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately, such as branch offices, other companies you own, affiliates, and profit-sharing operations.
Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
Firm: Business you provide services to, usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.
Location: Place where jobs occur, such as court rooms, hospitals, schools, doctors’ offices, or private residences.
Parent Firm: Headquarters of a multi-branch corporation.
RB Connect: Online repository, calendar, and access to your office for clients and resources.
RB-PDF Transcript: PDF version of a transcript with built-in transcript-specific features.
ReporterBase Digital Signature Proxy (RB-DSP): Free digital signatures for reporters and agencies that agencies apply to RB-PDF Transcripts.
Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.
