Tag Archives: Firm

Concept #4

Entities

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 >

Concept #3

Notes Log

Log notes entered either by a user or automatically by RB appear in a chronological log in the database record where they occurred, such as a case, job, invoice, or entity. Log entries are your internal paper trail because every entry is stored and listed separately — and they cannot be edited nor deleted. Entries can only be canceled but remain in the log as a canceled entry.

Notes Logs are included in:

• Entities (Firms, Contacts, Resources, and Locations)
• Cases
• Jobs
• Witnesses
• Invoices
• Tracking
• Collections

Notes Logs are private

Notes Logs are for internal use only, and log notes are not published on RB Connect or in any correspondence with clients or resources. Notes to be shared with clients and resources — or internal notes that require high visibility such as information the production or billing staff need to know about a particular job — should be entered in other fields in RB dedicated to those purposes. However only notes in Notes Logs are unalterable.

You can set a date and time on any note in a Notes Log to have the system send you or another staff member a reminder about the note.

TL;DR: Notes Logs contain notes related to the record in which they are entered by a user or the system and are unalterable. They are for internal use only and are not shared by the system with clients or resources.

Related RB concepts

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.

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. Jobs can be linked to cases, linked to other jobs, or stand alone. More >

Location: Place where jobs occur, such as court rooms, hospitals, schools, doctors’ offices, or private residences.