Tag Archives: plug-in

Plug-in #3

Clients can search through 100s of transcripts online quickly

With RB Connect’s Full-Text Search plug-in, your clients can search through 100s of transcripts, exhibits, invoices, etc., in seconds online. Clients can search for text in different types of files in their online repositories, and they can also search in Transcript Packages, the transcript format designed to work in browsers and on mobile devices that bundles transcripts with their exhibits and other related files.

Index files you want clients to search

With this optional plug-in to RB9 and RB Connect, you build indexes of clients’ files in the RB9 repository so your clients search an index — not the actual files — in their RB Connect repository. This saves them a significant amount of time over non-indexed searches, in which they would have to download files to search.

You choose which files to index. You can choose any files you store in the RB9 repository, no matter what type. You can index most text-based files, with the exception of some proprietary file formats. Full-text indexes you create automatically upload to your repository.

(We do not recommend indexing all files because the monthly charge for the Full-Text Search plug-in is based on the storage space used by the indexes. You can use the same function to delete old indexes to save on storage space.)

Use the RB9 Create Full-Text Search function to index files. You can index files from any or all client-related repositories (case, job, invoice, or witness), and use various search filters to refine the list of files to select from to index. Files you have indexed are marked so when you no longer need them, you can remove their indexing.

Using Full-Text Search is even easier with Transcript Packages — no building indexes necessary — all Transcript Packages are automatically indexed.

File types RB Connect’s Full-Text Search plug-in reads:

• PDF (text portion)
• MS Word
• Excel
• PowerPoint
• RTF
• HTML
• All text types including ASCII (eTranscript PTX is not text based, so it is not supported.)

Plug-in #2

Meet your clients where they live: On their smart phones

With RB Connect Mobile, your clients can do everything they already do in your online offices — such as viewing their calendars, transcripts, and supporting files — on their mobile devices.

The difference is that they can look up information in an easy-to-read interface designed for mobile use, instead of having to pinch and zoom the standard browser layout reduced to fit the smaller screens of smartphones and tables. Your resources can also use RB Connect Mobile to do everything on their mobile devices that they do in RB Connect except create master word lists and turn in jobs.

RB Connect Mobile is not an app, so your clients and resources do not have to search through app stores to find it, nor do you have to deal with registering your mobile offices. Instead, we turn on the plug-in, and users access it through the browser on their smartphones and tablets.

RB Connect Mobile offers:

Instant set-up. If you already have RB Connect, you can offer mobile services tomorrow.

Mobile-ized layout. Instead of tiny PDF transcripts and web pages crammed into the smaller screens of mobile devices, RB Connect Mobile is designed to be easy to read and use on smartphones and tablets. Don’t make your clients try to maneuver through your RB Connect website on a tiny screen, or pinch and zoom to try to read your RB Connect site. RB Connect Mobile makes it easy for your clients and resources to use your site on mobile devices.

No third-party registration or fees. You only pay a monthly fee for the plug-in. There are no app store requirements to meet or app store fees to pay.

One subscription covers all devices. Because RB Connect Mobile is browser-based, your mobile offices are available automatically on all smartphones and tablets that offer browser access to the Internet (such as Safari on iPhones). There is no need to buy a separate subscription for each mobile operating system.

Benefits

• Information available instantly anywhere.
• No need to carry around a laptop.
• No waiting for a computer to boot up.
• No app to install.
• No searching app stores for your app.

Major features for all users

• Information is secure. Users sign in with their RB Connect user ID and password.
• Two-factor authentication (2FA) option makes log-in more secure by adding a second factor to signing in, such as a code sent to their phone.
• Users can change their user ID and/or password.
• Users can look up upcoming or previous jobs, and view any job’s details, including map directions.
• Users can get help and support within the site. If users have questions, they can look up information in the user guide inside RB Connect or contact you via support tickets and track the resolution of their issues

Top features for your clients

• Their transcripts, including interactive bundled transcripts
• Case file repository
• Detailed job info, including map directions
• Invoices & statements with payment history and current outstanding amounts
• Pay online

Client-side features

Depending on the access preferences you set, your clients can:

• Check their schedule, and see at a glance which jobs have been canceled.
• View their job calendar as a list or wall calendar style.
• Request jobs, either by copying and updating existing jobs or from scratch. (They can also set some defaults to minimize time spent entering job information.)
• Reschedule or cancel jobs.
• Use search criteria, such as witness or who placed an order, to limit which jobs are displayed and/or find a specific entry.
• View any job’s details, including driving directions.
• Back order transcripts.
• View, search, highlight, and comment on transcripts designed to work in browsers and on smartphones and tablets.
• Designate highlight colors for different uses.
• Look up job, witness, and case information in an interactive transcript.
• Export their transcripts as AMICUS, full-size PDF (including PDF/A formats for archiving), condensed PDF (2 or 4 ASCII pages per page), word index, word list, highlights, and notes.
• Search their repositories for transcripts, notices, case files, and other types of files by case name or number and other search criteria.
• View and download job and case files, including streaming video.
• View and download other files you maintain for them, such as price lists and contracts.
• Look up outstanding and paid invoices, and view invoice details.
• Pay invoices. COD clients can download transcripts after paying online.
• Use search criteria, such as case name, invoice date, and open or paid invoices, to limit which listings are displayed and/or find a specific invoice.
• If you offer reward points, they can see their current points balance, pending amounts and history, and make requests to redeem or transfer points.
• Ask questions and track the resolution of their issues with the support ticket system.
• Look up information in the contextual User Guide.
• Update their contact information, including their password.
• Set personal preferences.

Top features for your resources

• One-touch job acknowledgements
• Detailed job info, including map directions
• Shared case files
• Request time off
• Pay statements & outstanding amounts owed to them

Resource-side features

Depending on the access preferences you set, your resources can:

• Check their schedule. If they are a sales rep or have their own clients/assigned cases (Client Of), they can also see which jobs their clients have scheduled and jobs scheduled for their assigned cases.
• See at a glance which jobs have been canceled.
• Acknowledge new jobs.
• Use search criteria, such as firm or scheduled date, to limit which listings are displayed and/or find a specific entry.
• View any listing’s details, including map directions or special notes about the job’s firm or contact.
• Check in at job locations, which records the date and time for the task in both their RB Connect/RB Connect Mobile and your RB9.
• See which jobs have been invoiced and what they are owed.
• Look up invoices for a particular case, job date or witness.
• Find out what their next paycheck will include.
• View any invoice’s pay details.
• View current and past pay statements.
• Choose to see pay statements with invoice details or not.
• Check their To-Do list.
• View their job files, including shared case files such as word lists, dictionaries, and exhibits.
• Search their job files by case name, job date range, job number and other search criteria.
• View other files you maintain for them, such as contracts.
• Look up information about clients, including phone numbers and map directions.
• View their work schedule and request time off.
• Ask questions and track the resolution of their issues with the support ticket system.
• Look up information in the in-app User Guide.
• Update their contact information.
• Set personal preferences.

How contacts and resources access your RB Connect Mobile offices

All anyone needs to access your RB Connect Mobile site is a smart phone, tablet, or other mobile device with Internet access through a browser, and your RB Connect URL.

Since RB Connect Mobile is not an app, they do not have to search through app stores to find it, and there is nothing to download.

They can bookmark the URL to the home screen of their mobile device if they like, so they can access their mobile office with one click.

All of RB Connect’s client-side functions are available in RB Connect Mobile, so your clients can access everything in a mobile environment. Reporters and other resources, such as videographers, scopists, and interpreters, can access almost all RB Connect resource-side functions in RB Connect Mobile except they cannot turn in jobs or compile master word lists.

RB Connect Mobile requirements

To add RB Connect Mobile to your company’s services, you must have both RB9 and RB Connect set up and working.

Because RB Connect Mobile is not an app, you do not have to register your mobile offices with different app stores every year. Instead, we simply turn on the plug-in and users can start accessing your site on their smart phones and other mobile devices.

And because it’s browser-based, you don’t have to pay a separate fee for each mobile operating system.

RB Connect Mobile is available by subscription only. Terms are month-to-month; cancel anytime with no further obligation. Like all RB9 products, RB Connect Mobile is  backed by an unconditional, 30-day, money-back guarantee, so you can try it risk-free.

Ready to mobile-ize your office?

If you already have RB Connect set up for your office, just call us and you can offer mobile access to your RB Connect office the same day you authorize payment. Your RB Connect Mobile automatically inherits your RB Connect preferences, such as branding and which functions users can access.

And if you already have the Full-Text Search plug-in to RB Connect, which gives your clients the ability to search for specific text in their RB Connect repositories and get results in seconds, it works in RB Connect Mobile too. And there is no additional charge for offering this in your RB Connect Mobile offices.

RB Connect Mobile was released in June 2019 and replaced RB Web Mobile On and RB Web Mobile Apps.

NOTE: RB Connect is not available with RB Lite.

TL;DR: Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices.

RB concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.

Client Of: If resources bring in their own clients, you can assign client firms and/or individual contacts at the firms to their resource. You can also designate Client Of resources in cases. Use Client Of to pay reporters commissions on their clients’ or assigned cases’ jobs, whether the reporter handled the job themselves or not. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in the reporters’ online calendars in RB Connect.

Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, proofreaders, account executives, other agencies that cover jobs for you, or a conference room.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More >

Plug-in #1

Online offices for clients, reporters, & more

RB Connect, formerly RB Web, is the optional RB plug-in that gives clients, reporters, and others online access to essential information in your office, like schedules, job locations, transcripts and other case files, and billing information.

With RB Connect, information is available instantly whenever your clients and resources want it with no effort on your part. And it’s always up to date because it comes directly from your RB9. Plus RB Connect reduces production and delivery costs because clients and resources can download information as needed.

In addition to looking up and downloading information, your clients can schedule jobs with you, order transcripts, pay invoices, and work with interactive transcripts. If you offer client loyalty awards, they can manage and redeem points. Your reporters and other resources can request & acknowledge jobs, turn in jobs online, and request time off.

Customize to meet your needs

Customize your RB Connect before opening it to your clients and resources. You can:

• Change the site’s content to communicate your message, share company news, provide extra help, etc.
• Change the site’s appearance (colors, logos) to match your company website.
• Choose which functions clients and resources can access.
• Set up lists of services clients and resources can select from.
• Customize automated emails clients and resources receive.

Because RB Connect is browser based, your clients and resources do not have to install anything on their computers or laptops to access your RB Connect. All they need is your RB Connect URL and their sign-in credentials. It works in all major browsers and on any operating system. They can customize some options in their individual RB Connect accounts, such as whether to view their job calendar as a list or wall calendar style.

Users can change their password themselves whenever they wish or if they forget their password. And you can offer social media sign-in as an option so they have one less password to remember.

Increase site security

You can incorporate one or more of these measures to make your RB Connect site more secure:

• Require users to periodically update their password. You choose how often they must reset their password and whether or not you allow them to reuse the same password.
• Lock user out of the account after x number of incorrect log-in attempts. You set the number of attempts you will allow, and the user must contact you to unlock their account.
• Require strong passwords.
• Add two-factor authentication (2FA), which requires that the user enter a verification code (received on their phone or in an email) along with their ID and password before accessing the site on a new device. The end user can choose to verify their device each time or recognize their device as a trusted browser.

RB Connect highlights:

Online case repositories

Give clients online access to their files. Win new clients by offering them the same service during the pre-discovery period. Reporters can download shared files, such as exhibits.

E-commerce

Clients can pay invoices, including CODs, online. Copy clients can pay online, then download transcripts.

Interactive transcript packages

Clients can view, highlight, and make notes on transcripts, plus view linked exhibits, video, and other files. They can export transcripts in a variety of formats.

Driving directions to locations

Clients and resources can get directions to a job’s location while on the road using either Google, Mapquest, or Bing maps.

Personalized dashboards

Upon sign-in, users are greeted by their dashboard which gives them direct access to top functions:

• Contact side: Top 10 Upcoming Scheduled Jobs, Top 10 Jobs with Recently Uploaded Files, and Total Accounts Payable.
• Resource side: Top 10 Upcoming Jobs, Top 10 Overdue Tasks, and Total Receivables.

Users can resize and rearrange the layout of the different panes in their dashboard, then save their personalized layout.

Client-side features

Depending on the access preferences you set, your clients can:

• Check their schedule and see at a glance the status of any job including which jobs have been canceled.
• View their job calendar as a list or wall calendar style (and customize the appearance of the calendar).
• Upload notices.
• Request jobs either by copying and updating existing jobs or from scratch. (They can also set some defaults to minimize time spent entering job information.)
• Reschedule or cancel jobs.
• Use search criteria, such as witness or who placed an order, to limit which jobs are displayed and/or find a specific entry.
• View any job’s details including driving directions.
• Download transcripts.
• Back order transcripts.
• View, search, highlight, and comment on transcripts designed to work in browsers.
• Designate highlight colors for different uses.
• Look up job, witness, and case information in an interactive transcript.
• Export their transcripts as AMICUS, full-size PDF (including PDF/A formats for archiving), condensed PDF (2 or 4 ASCII pages per page), word index, word list, highlights, and notes.
• Search their transcripts and case files by case name or number and other search criteria.
• Download job and case files.
• View streaming video.
• Download other files you maintain for them such as price lists and contracts.
• Look up outstanding and paid invoices. View invoice details including payment history and current outstanding amounts.
• Pay invoices. COD clients can download transcripts after paying online.
• Use search criteria such as case name, invoice date, and open
  or paid invoices, to limit which listings are displayed and/or find a specific invoice.
• If you offer reward points they can see their current points balance, pending amounts and history, and make requests to redeem or transfer points.
• Ask questions and track the resolution of their issues with the support ticket system.
• Look up information in the contextual User Guide.
• Update their contact information
• Set personal preferences such as how many rows to display in a single page of results.

Resource-side features

Depending on the access preferences you set, your resources can:

• Check their schedule. If they are a sales rep or have their own clients/assigned cases (Client Of) they can also see which jobs their clients have scheduled and jobs scheduled for their assigned cases.
• See at a glance the status of any job including which jobs have been canceled.
• View their job calendar as a list or wall calendar style (and customize the appearance of the calendar).
• Acknowledge new jobs.
• Use search criteria such as firm or scheduled date, to limit which listings are displayed and/or find a specific entry.
• View any listing’s details including driving directions or special notes about the job’s client.
• Check in at job locations which records the date and time for the task in both their RB Connect and your RB9.
• Turn in jobs and upload files.
• See which jobs have been invoiced and what they are owed.
• Look up invoices for a particular case, job date or witness.
• Find out what their next paycheck will include.
• View any invoice’s pay details.
• View and download current and past pay statements.
• Choose to see pay statements with invoice details or not.
• Check their To-Do list.
• View and download job files including shared case files such as word lists, dictionaries, and exhibits.
• Compile master word lists.
• Search their job files by case name, job date range, job number and other search criteria.
• View other files you maintain for them such as contracts.
• Look up information about clients, including phone numbers and map directions.
• View their work schedule and request time off.
• Ask questions and track the resolution of their issues with the support ticket system.
• Look up information in the contextual User Guide.
• Update their contact information.
• Set personal preferences such as how many rows to display in a single page of results.

Adding RB Connect to RB9

RB Connect is available by subscription, month-to-month contracts, no long-term obligations, and can be canceled anytime.

If you have RB9 set up and working, you are ready to add RB Connect. RB9 and RB Connect reside in the cloud, so you do not need any hardware or software except a computer, laptop, or mobile device connected to the Internet through one of the major browsers to run RB9 and RB Connect.

All anyone needs to access your RB Connect site is a computer, laptop, or mobile device with Internet access through a browser, and your RB Connect URL, which is similar to your RB9 URL. It will have the same base name, but end in “.contact” for your clients and “.resouce” for your reporters and other resources.

Extend your RB Connect services

You can add more options to your online offices with RB Connect plug-ins. Like RB Connect, these plug-ins are available on a monthly basis, and you can cancel them at anytime with no further obligation.

RB Connect Mobile

Add the RB Connect Mobile plug-in and meet your clients where they live: On their smart phones. RB Connect Mobile re- organizes your RB Connect online offices into a mobile-optimized layout so users can work with their information on the smaller screens of iPhones and other mobile devices.

Full-Text Search

Add the Full-Text Search plug-in to RB Connect, which gives your clients the ability to search for specific text in their RB Connect repositories and Transcript Packages, and get results in seconds.

NOTE: RB Connect is not available with RB Lite.

TL;DR: Online repository, calendar, and access to your office for clients and resources, including interactive transcripts, downloadable invoices and e-commerce for clients, and online turn-in, one-touch job acknowledgements, and downloadable pay statements for resources.

RB concepts in this lesson

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.

Client Of: If resources bring in their own clients, you can assign client firms and/or individual contacts at the firms to their resource. You can also designate Client Of resources in cases. Use Client Of to pay reporters commissions on their clients’ or assigned cases’ jobs, whether the reporter handled the job themselves or not. You can also give reporters right of first refusal on their clients/cases’ jobs by displaying unassigned jobs from their clients/cases in the reporters’ online calendars in RB Connect.

Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.

Full-Text Search: Clients can search for specific text in their RB Connect repositories and Transcript Packages, and get results in seconds with this plug-in. When they locate the right file in their repository, they can download it. More >

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

RB Connect Mobile: Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices. More >

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, proofreaders, account executives, other agencies that cover jobs for you, or a conference room.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More >

Transcript Package: Bundle containing interactive transcripts with all of their related files (exhibits, videos, RB-PDF transcripts, etc.) to be viewed in a browser through RB Connect and RB Connect Mobile. More >

Plug-in #4

Create custom reports with your RB data

If you are on RB9, you cannot create custom reports in other applications using your RB data without the Data Reader plug-in. This is due to security issues with directly connecting to RB databases in the cloud. Data Reader solves that problem with a dedicated connection to your RB database in the cloud so you can use your RB information in your own reports or other applications.

DIY reports in 3rd-party applications

If you want to view your RB data in a way that is not already available in RB9, such as a marketing or financial report that is not part of RB9, add Data Reader to give yourself remote access to your data.

With Data Reader, you log into your RB database in the cloud from a third-party application, such as Crystal Reports or Microsoft Access, to run reports or perform other functions with your RB data.

You do not have to install anything on your end to use Data Reader. And like all RB plug-ins, you subscribe to it on a monthly basis and can cancel it at any time.

Use your RB data with:

• Microsoft
• Access
• Crystal
• Reports
• IBM Cognos
• Analytics
• Qlik Sense
• Sisense
• Tableau
• and more

Secure access

Data Reader is a secure way to access your RB database from outside RB9 because:

1. Data Reader is read-only data, meaning you cannot write to your RB database from your outside applications or create any objects in SQL Server.
2. Only workstations/IP addresses (depending on which Data Reader version you have) that you register with OMTI can access your database.

Plug-in options

Data Reader comes in two sizes:

Per Workstation

Version for creating custom reports on individual workstations. Good for companies who write reports on up to 3 workstations. Or for companies with remote offices/workers who need to write reports.

Works for only the named workstation( s) you register with OMTI. A license cannot be shared, so if you want to write reports on a desktop computer and your laptop, you will need 2 licenses.

Per IP

Version for companies that need to have four or more workstations on the same IP address access their database outside RB9.

Allows all workstations in an office to access your RB data. The public IP you specify can access your database. If you want to create custom reports on 4 or more workstations In your office, Data Reader – Per IP will be cheaper.

NOTE: Sensitive information, such as Tax ID and Social Security numbers, are encrypted and will not be usable data outside RB9.

Which version is right for you?

Most companies will probably need Data Reader on only one workstation to generate reports that can then be emailed to everyone who needs to read the report.

If you do require multiple workstations to access your RB data through Data Reader, there are no bandwidth limitations per any plug-in, so there will be no performance issues in relation to how many concurrent connections you make.

New workstation?

If you ever want to switch your Data Reader registration to a different workstation or public IP, ask us and we can process your request within one business day.

NOTE: Data Reader is not available with RB Lite.

TL;DR: Use the Data Reader plug-in to create custom reports with RB9 data in other applications.