{"id":3028,"date":"2021-08-18T11:52:16","date_gmt":"2021-08-18T18:52:16","guid":{"rendered":"https:\/\/www.omtiblog.com\/reporterbase101\/?p=3028"},"modified":"2022-04-19T16:02:19","modified_gmt":"2022-04-19T23:02:19","slug":"rb-connect-mobile","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/plug-ins\/rb-connect-mobile\/","title":{"rendered":"RB Connect Mobile"},"content":{"rendered":"<h6>Plug-in #2<\/h6>\n<h5>Meet your clients where they live:\u00a0On their smart phones<\/h5>\n<p>With RB Connect Mobile, your clients can do everything\u00a0they already do in your online offices \u2014 such as viewing their\u00a0calendars, transcripts, and supporting files \u2014 on their mobile\u00a0devices.<\/p>\n<p>The difference is that they can look up information in an easy-to-read interface designed for mobile use, instead of having to\u00a0pinch and zoom the standard browser layout reduced to fit the\u00a0smaller screens of smartphones and tables. Your resources can\u00a0also use RB Connect Mobile to do everything on their mobile\u00a0devices that they do in RB Connect except create master word\u00a0lists and turn in jobs.<\/p>\n<p>RB Connect Mobile is not an app, so your clients and resources\u00a0do not have to search through app stores to find it, nor do you\u00a0have to deal with registering your mobile offices. Instead, we\u00a0turn on the plug-in, and users access it through the browser on\u00a0their smartphones and tablets.<\/p>\n<h2>RB Connect Mobile offers:<\/h2>\n<p><strong>Instant set-up.<\/strong> If you already\u00a0have RB Connect, you can offer\u00a0mobile services tomorrow.<\/p>\n<p><strong>Mobile-ized layout.<\/strong> Instead of\u00a0tiny PDF transcripts and web\u00a0pages crammed into the smaller\u00a0screens of mobile devices, RB\u00a0Connect Mobile is designed\u00a0to be easy to read and use\u00a0on smartphones and tablets.\u00a0Don\u2019t make your clients try to\u00a0maneuver through your RB\u00a0Connect website on a tiny screen, or pinch and zoom to try to\u00a0read your RB Connect site. RB\u00a0Connect Mobile makes it easy for your clients and resources to\u00a0use your site on mobile devices.<\/p>\n<p><strong>No third-party registration or\u00a0fees.<\/strong> You only pay a monthly fee\u00a0for the plug-in. There are no app\u00a0store requirements to meet or\u00a0app store fees to pay.<\/p>\n<p><strong>One subscription covers all\u00a0devices.<\/strong>\u00a0Because RB Connect\u00a0Mobile is browser-based, your\u00a0mobile offices are available\u00a0automatically on all smartphones\u00a0and tablets that offer browser\u00a0access to the Internet (such\u00a0as Safari on iPhones). There\u00a0is no need to buy a separate\u00a0subscription for each mobile\u00a0operating system.<\/p>\n<h2>Benefits<\/h2>\n<ul>\n<li>Information available\u00a0instantly anywhere.<\/li>\n<li>No need to carry around\u00a0a laptop.<\/li>\n<li>No waiting for a computer to\u00a0boot up.<\/li>\n<li>No app to install.<\/li>\n<li>No searching app stores for\u00a0your app.<\/li>\n<\/ul>\n<h2>Major features for all users<\/h2>\n<ul>\n<li>Information is secure. Users sign\u00a0in with their RB Connect user ID\u00a0and password.<\/li>\n<li>Two-factor authentication (2FA)\u00a0option makes log-in more secure\u00a0by adding a second factor to\u00a0signing in, such as a code sent to\u00a0their phone.<\/li>\n<li>Users can change their user ID\u00a0and\/or password.<\/li>\n<li>Users can look up upcoming or\u00a0previous jobs, and view any job\u2019s\u00a0details, including map directions.<\/li>\n<li>Users can get help and support\u00a0within the site. If users have\u00a0questions, they can look up\u00a0information in the user guide\u00a0inside RB Connect or contact you\u00a0via support tickets and track the\u00a0resolution of their issues<\/li>\n<\/ul>\n<h2>Top features for\u00a0your clients<\/h2>\n<ul>\n<li>Their transcripts, including\u00a0interactive bundled\u00a0transcripts<\/li>\n<li>Case file repository<\/li>\n<li>Detailed job info, including\u00a0map directions<\/li>\n<li>Invoices &amp; statements with\u00a0payment history and current\u00a0outstanding amounts<\/li>\n<li>Pay online<\/li>\n<\/ul>\n<h2>Client-side features<\/h2>\n<p>Depending on the access preferences you set, your clients can:<\/p>\n<ul>\n<li>Check their schedule, and see at\u00a0a glance which jobs have been\u00a0canceled.<\/li>\n<li>View their job calendar as a list or wall calendar style.<\/li>\n<li>Request jobs, either by copying\u00a0and updating existing jobs or\u00a0from scratch.\u00a0(They can also set some defaults to minimize time spent entering job information.)<\/li>\n<li>Reschedule or cancel jobs.<\/li>\n<li>Use search criteria, such as\u00a0witness or who placed an order,\u00a0to limit which jobs are displayed\u00a0and\/or find a specific entry.<\/li>\n<li>View any job\u2019s details, including\u00a0driving directions.<\/li>\n<li>Back order transcripts.<\/li>\n<li>View, search, highlight, and\u00a0comment on transcripts designed\u00a0to work in browsers and on\u00a0smartphones and tablets.<\/li>\n<li>Designate highlight colors for different uses.<\/li>\n<li>Look up job, witness, and case information in an interactive transcript.<\/li>\n<li>Export their transcripts as\u00a0AMICUS, full-size PDF (including\u00a0PDF\/A formats for archiving),\u00a0condensed PDF (2 or 4 ASCII\u00a0pages per page), word index, word list, highlights, and notes.<\/li>\n<li>Search their repositories for transcripts, notices, case\u00a0files, and other types of files by case name or number and\u00a0other search criteria.<\/li>\n<li>View and download job and case\u00a0files, including streaming video.<\/li>\n<li>View and download other files\u00a0you maintain for them, such as\u00a0price lists and contracts.<\/li>\n<li>Look up outstanding and paid\u00a0invoices, and view invoice details.<\/li>\n<li>Pay invoices. COD clients can\u00a0download transcripts after paying\u00a0online.<\/li>\n<li>Use search criteria, such as case\u00a0name, invoice date, and open\u00a0or paid invoices, to limit which\u00a0listings are displayed and\/or find\u00a0a specific invoice.<\/li>\n<li>If you offer reward points, they\u00a0can see their current points\u00a0balance, pending amounts and\u00a0history, and make requests to\u00a0redeem or transfer points.<\/li>\n<li>Ask questions and track the\u00a0resolution of their issues with the\u00a0support ticket system.<\/li>\n<li>Look up information in the\u00a0contextual User Guide.<\/li>\n<li>Update their contact information, including their password.<\/li>\n<li>Set personal preferences.<\/li>\n<\/ul>\n<h2>Top features for\u00a0your resources<\/h2>\n<ul>\n<li>One-touch job\u00a0acknowledgements<\/li>\n<li>Detailed job info, including\u00a0map directions<\/li>\n<li>Shared case files<\/li>\n<li>Request time off<\/li>\n<li>Pay statements &amp; outstanding\u00a0amounts owed to them<\/li>\n<\/ul>\n<h2>Resource-side features<\/h2>\n<p>Depending on the access preferences you set, your resources can:<\/p>\n<ul>\n<li>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.<\/li>\n<li>See at a glance which jobs have\u00a0been canceled.<\/li>\n<li>Acknowledge new jobs.<\/li>\n<li>Use search criteria, such as firm\u00a0or scheduled date, to limit which\u00a0listings are displayed and\/or find\u00a0a specific entry.<\/li>\n<li>View any listing\u2019s details,\u00a0including map directions or\u00a0special notes about the job\u2019s firm\u00a0or contact.<\/li>\n<li>Check in at job locations, which records the date and time for the task in both their RB Connect\/RB Connect\u00a0Mobile and your RB9.<\/li>\n<li>See which jobs have been\u00a0invoiced and what they are owed.<\/li>\n<li>Look up invoices for a particular\u00a0case, job date or witness.<\/li>\n<li>Find out what their next paycheck\u00a0will include.<\/li>\n<li>View any invoice\u2019s pay details.<\/li>\n<li>View current and past pay\u00a0statements.<\/li>\n<li>Choose to see pay statements\u00a0with invoice details or not.<\/li>\n<li>Check their To-Do list.<\/li>\n<li>View their job files, including\u00a0shared case files such as word\u00a0lists, dictionaries, and exhibits.<\/li>\n<li>Search their job files by case\u00a0name, job date range, job number\u00a0and other search criteria.<\/li>\n<li>View other files you maintain for\u00a0them, such as contracts.<\/li>\n<li>Look up information about\u00a0clients, including phone numbers\u00a0and map directions.<\/li>\n<li>View their work schedule and\u00a0request time off.<\/li>\n<li>Ask questions and track the\u00a0resolution of their issues with the\u00a0support ticket system.<\/li>\n<li>Look up information in the in-app\u00a0User Guide.<\/li>\n<li>Update their contact information.<\/li>\n<li>Set personal preferences.<\/li>\n<\/ul>\n<h2>How contacts and resources access your RB Connect Mobile offices<\/h2>\n<p>All anyone needs to access your\u00a0RB Connect Mobile site is a smart\u00a0phone, tablet, or other mobile\u00a0device with Internet access\u00a0through a browser, and your RB\u00a0Connect URL.<\/p>\n<p>Since RB Connect Mobile is not\u00a0an app, they do not have to\u00a0search through app stores to\u00a0find it, and there is nothing to\u00a0download.<\/p>\n<p>They can bookmark the URL to\u00a0the home screen of their mobile\u00a0device if they like, so they can\u00a0access their mobile office with\u00a0one click.<\/p>\n<p>All of RB Connect\u2019s client-side\u00a0functions are available in RB\u00a0Connect Mobile, so your clients\u00a0can access everything in a\u00a0mobile environment. Reporters\u00a0and other resources, such as\u00a0videographers, scopists, and\u00a0interpreters, can access almost\u00a0all RB Connect resource-side\u00a0functions in RB Connect Mobile\u00a0except they cannot turn in jobs or\u00a0compile master word lists.<\/p>\n<h2>RB Connect Mobile requirements<\/h2>\n<p>To add RB Connect Mobile to your\u00a0company\u2019s services, you must\u00a0have both RB9 and RB Connect\u00a0set up and working.<\/p>\n<p>Because RB Connect Mobile\u00a0is not an app, you do not have\u00a0to register your mobile offices\u00a0with different app stores every\u00a0year. Instead, we simply turn on\u00a0the plug-in and users can start\u00a0accessing your site on their smart\u00a0phones and other mobile devices.<\/p>\n<p>And because it\u2019s browser-based,\u00a0you don\u2019t have to pay a separate\u00a0fee for each mobile operating\u00a0system.<\/p>\n<p>RB Connect Mobile is\u00a0available by subscription only. Terms\u00a0are month-to-month; cancel\u00a0anytime with no further\u00a0obligation. Like all\u00a0RB9 products,\u00a0RB Connect Mobile is\u00a0 backed by an unconditional, 30-day, money-back guarantee, so you can try it risk-free.<\/p>\n<h2>Ready to mobile-ize your office?<\/h2>\n<p>If you already have RB Connect\u00a0set up for your office, just call us\u00a0and you can offer mobile access\u00a0to your RB Connect office the\u00a0same day you authorize payment. Your RB Connect Mobile automatically inherits your RB Connect preferences, such as branding and which functions users can access.<\/p>\n<p>And if you already have the <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/plug-ins\/full-text-search\/\">Full-Text Search<\/a>\u00a0plug-in to RB Connect, which\u00a0gives your clients the ability to\u00a0search for specific text in their\u00a0RB Connect repositories and get\u00a0results in seconds, it works in RB\u00a0Connect Mobile too. And there is\u00a0no additional charge for offering\u00a0this in your RB Connect Mobile\u00a0offices.<\/p>\n<p>RB Connect Mobile was released\u00a0in June 2019 and replaced RB\u00a0Web Mobile On and RB Web\u00a0Mobile Apps.<\/p>\n<p><em>NOTE: RB Connect is not available with RB Lite.<\/em><\/p>\n<p><strong>TL;DR:\u00a0Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices.<\/strong><\/p>\n<h4>RB concepts in this lesson<\/h4>\n<p><strong>Award Points: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services.<\/p>\n<p><strong>Client Of:<\/strong> 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\u2019 or assigned cases\u2019 jobs, whether the reporter handled the job themselves or not. You can also give reporters right of first refusal on their clients\/cases\u2019 jobs by displaying unassigned jobs from their clients\/cases in the reporters\u2019 online calendars in RB Connect.<\/p>\n<p><strong>Contact:<\/strong> Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.<\/p>\n<p><strong>Job:<\/strong> Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/concept\/jobs-concept\/\">More &gt;<\/a><\/p>\n<p><strong>Resource:<\/strong> Person or thing that provides your business with a service, such as reporters,\u00a0videographers, interpreters, scopists, proofreaders, account\u00a0executives, other agencies that cover jobs for you, or a conference room.<\/p>\n<p><b>Task:<\/b> Service requested with a job, such as reporting, interpreting, or video,\u00a0that require a separate resource\u00a0(person, company, thing) to accomplish. <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/concept\/what-is-a-task-in-rb9\/\">More &gt;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/plug-ins\/rb-connect-mobile\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[230],"tags":[231,48],"class_list":["post-3028","post","type-post","status-publish","format-standard","hentry","category-plug-ins","tag-plug-in","tag-rb-connect-mobile"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/3028","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=3028"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/3028\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=3028"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=3028"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=3028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}