Lesson #3
Calendar – Cases function
Case-based means information entered under a case, such as the parties involved and the services each party requests, automatically fills into the relevant fields in jobs linked to that case (usually depositions).
Case information includes:
- Case Name, both brief (nickname or caption) and full names
- Case Status
- Case Number
- Internal Case Number (automatically applied by RB helps distinguish cases in results and is searchable)
- Case Type
- Trial Date
- Federal Case or Court/County of Jurisdiction
- Sales Representative/Client Of resource assigned to the case
- Any internal warnings or remarks about the case
- Notes to reporters about the case
- Notes to third-parties (such as insurance agencies) about the case
- Parties to the case, including details about the company, their case affiliation, their RB Connect access and privileges, billing (including 3rd party details plus insurance information and LEDES e-billing), and requested services
- Jobs associated with the case
- Files associated with the case
- Uneditable log notes about the case
Flexible setup, easy management
Cases can be set up prior to any related jobs being scheduled, or they can be set up on the fly when a case-related job is scheduled. The minimum amount of information needed to set up a case is the brief case name, and information can be added or updated at any time.
You can merge cases, if for example, you accidentally entered the same case in the system but with slightly different names, and the merged cases will retain the historical data of both cases. Or delete a case if you don’t need it and no jobs are attached to it.
Use the search criteria to find cases. Search for a case by name (partial) or number; by one or more case types, case statuses, and/or job statuses; by firm, contact, or sales rep; and/or by date range for jobs associated with the case.
Search results will display case name, number, type, status, and sales rep/Client Of resource. You can sort your results in the grid by one or more columns in ascending or descending order but when you exit the function, RB9 will revert back to the default order. You can export the results as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.
Jobs can be created at the same time a case is set up, and they can be added later. Jobs can be added one at a time or in bulk. Jobs tied to cases can also be canceled one at a time or in bulk.
When adding parties to a case, you can enter multiple contacts at the same firm at once. When a case party’s information changes or they request additional services, you can update the party in the case and have their information updated in all existing jobs on the case they are party to.
TL;DR: If your client gives you work related to a case, set up the case in RB and tie jobs to it so they automatically share case information.
RB9 concepts in this lesson
Client Of: Resource that receives a commission for jobs their clients scheduled or that are part of a case the resource was designated as the Client Of resource. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in Resource-side online calendars in RB Connect.
Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >
Case Status: Stage the case is in, e.g., In Progress or Settled.
Case Type: Category by work type, e.g., Civil or Personal Injury.
RB Connect: Online repository, calendar, and access to your office for clients and resources. More >
