What is an Entity?

Entities in RB are individuals, businesses, places, or discrete parts of your company, such as revenue centers or branch offices

Concept #4

Entities in RB are individuals, businesses, places, or discrete parts of your company such as revenue centers or branch offices.

Entity types in RB

  • Firms: Your direct clients — usually law firms — and other businesses you provide services to, such as other court reporting firms, vendors, insurance companies, corporate clients, and courts.
  • Contacts: People who work for firms you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
  • Resources: Mainly people who provide your business with a service, such as reporters, videographers, interpreters, scopists, and account executives. But it can also be entities like other agencies that cover jobs for you or a conference room where depos take place.
  • Locations: Places where jobs occur that are not your clients’ offices, such as court rooms, hospitals, schools, doctors’ offices, or private residences.
  • Business Units: Your company’s revenue centers or any entity in your business that you track separately, such as branch offices, other companies you own, affiliates, and profit-sharing operations.

You can maintain deep profiles of entities in RB including contact information, financial information, personal information and preferences, detailed notes, and related files. When you add an entity to a case, job, or invoice in RB, all of their information is connected and automatically fills in the related fields with no need to re-key anything.

Related RB concepts

Job: Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources, such as realtime, videoconferencing, or read & sign. More >

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