Tag Archives: Witness Inquiry

Look up witnesses

Find a single deponent or all deponents for a particular case, job, or range of job dates

Lesson #43
Inquiry – Witness Inquiry function

Instead of going through Turn In to find information about a witness, use this function to find information about witnesses quickly. Find individual deponents or bring up a list of all deponents for a particular case, job, or range of job dates. Find witnesses tied to specific business units in your company.

See at a glance in the results returned the witness name, job number and date, case, resource on the job, your company’s business unit responsible, and transcript information like number of pages, last exhibit marked, and when the transcript was sent, signed, and received, or is expected back.

You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.

Download files & update information

Click a witness name in the results to get complete witness details, including original transcript location, production notes, etc. Download witness files, such as exhibits, and read the witness Notes Log. You can also enter new information about deponents, and upload new files to the witness repository.

TL;DR: Lists a single deponent or all deponents for a particular case, job, or range of job dates. View and update witness details.

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.

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

Notes Logs: Un-editable internal-use only notes entered either by a user or automatically by RB appear in chronological logs.

Repository: RB has 9 repositories where you store files for safekeeping and quick retrieval, including one for witness-related files like exhibits.

Resource: Person or thing that provides your business with a service.

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Inquiry

If you need to look up an invoice or other specific information, find it directly in this module

Lesson #37
Find targeted information fast

Need to find an invoice quickly? Want to know how much you billed a client last month? These questions and more can be answered in the Inquiry module. What you can do in this module includes:

  • Instantly locate information about jobs, invoices, clients, resources, witnesses, payments and transcripts. 
  • Generate a settlement amount for a particular case in seconds, no matter how long the case has been going on. Send a client a PDF of their invoices. 
  • Analyze aspects of your business, such as clients’ billing activity and resources’ billing and pay amounts. Run monthly, yearly, and year-to-date total reports. 
  • Audit resource pay overrides.
  • Print labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries.
  • Find who your best clients and resources are, and which clients are new or inactive.

Inquiry functions by name

TL;DR: Use Inquiry functions to quickly look up information about invoices, clients, resources, witnesses, and transactions.

RB concepts in this lesson

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.

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