RB9 Lite is the smaller version of RB9 Standard online application for managing court reporting agencies and other legal support businesses. RB9 Lite contains essential functions to meet the unique scheduling and billing needs of legal support businesses.<\/strong><\/p>\n It has about half of the functions that RB9 has and costs less. Functions in RB9 Lite work the same way as they do in RB9 Standard. In addition to scheduling and billing, it includes some RB9 production, receivables, payables, and client management functions needed for running a legal support business.<\/p>\n It also includes a few RB9 tools to make using RB9 Lite easier, such as Bulk Import<\/a>, which gives you the ability to import your existing clients and resources instead of having to enter them manually. See the comparison chart below for the complete list of RB9 functions included in RB9 Lite.<\/p>\n This chart lists all RB9 functions and indicated which ones are also in RB9 Lite.<\/p>\n O = included X = not included<\/p>\n Function in RB9 Lite come with built-in defaults so you don\u2019t have to start from scratch defining common items. And you can customize RB9 Lite to meet your unique business needs.<\/p>\n Like RB9 Standard, RB9 Lite runs on any computer or tablet with internet access. Nothing to install. No other software or hardware need to run the system. And no maintenance or backup responsibilities.<\/p>\n RB9 Lite is available by subscription only, month-to-month contracts, no long-term obligations, cancel anytime.<\/p>\n TL;DR: RB9 Lite is a smaller version of RB9 Standard containing essential functions only. Visit omti.com\/rb<\/a> for complete details, including pricing.<\/b><\/strong><\/p>\n Resource:<\/strong> Person or thing that provides your business with a service.<\/p>\n","protected":false},"excerpt":{"rendered":"Who is RB9 Lite is for?<\/h2>\n
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What functions are in RB9 Lite?<\/h2>\n
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\n Function<\/th>\n \u00a0Lite<\/th>\n Standard<\/th>\n<\/tr>\n \n Personal options<\/strong><\/td>\n<\/tr>\n \n Notifications and Messages<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Change Password<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Locked Data<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n User Preferences<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Close All Tabs<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Log Out<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Calendar module<\/strong><\/td>\n<\/tr>\n \n Cases<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Jobs (List View)<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Jobs (Monthly View)<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Jobs (Weekly View)<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Send Job Confirmations\/Cancellations<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Tasks (List View)<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Tasks (Monthly View)<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Resource Availability<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Quick Assignments<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Resource Blast<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Send Assignment Notifications\/Cancellations<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Daily Calendar Audit<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Send Future Calendar<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Job Printout<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Job Analysis<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Tasks in Progress<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Send Overdue Tasks Report<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Assignment Analysis<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Production module<\/strong><\/td>\n<\/tr>\n \n Turn In<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Tracking<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Production Sheets<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Envelopes and Labels<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Shipping<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Letters<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Send Originals Out<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Repository<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n PDF Transcripts<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Create Master Word List<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Link Exhibits<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Billing module<\/strong><\/td>\n<\/tr>\n \n Post Invoices<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n COD Invoices<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Send Invoices<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Transfer Invoices<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Export Invoices<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Inquiry module<\/strong><\/td>\n<\/tr>\n \n Invoice Inquiry<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Client Activity<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Client Analysis<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Resource Activity<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Resource Analysis<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Witness Inquiry<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Receivable Transaction Inquiry<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Override Resource Pay Inquiry<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Anniversary Inquiry<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Marketing Inquiry<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Receivables module<\/strong><\/td>\n<\/tr>\n \n Receive Payments<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Enter Other Transactions<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Send Payment Receipts<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Resource Billings Report<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Daily Register<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Daily Balance Log<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Finance Charges<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Monthly Journals<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Aged A\/R<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Send Statements<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Client Account Activity<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Paid Invoices<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Voided Invoices<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Collection Letters<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Collection Follow-up<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Collection Forecast<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Payables module<\/strong><\/td>\n<\/tr>\n \n Override Resource Pay<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Pay Adjustments<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Pay Resources<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Send Resource Pay Statements<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Print Checks<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n 1099 Pay Detail<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Print 1099 Forms<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Sales Commission Report<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Override Sales Commission<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Additional Resource Production Report<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Total Payable Report<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Sales Tax<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Liability Balance Log<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Reward Points Summary<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Reward Points History<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Reward Points Analysis<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Reports module<\/strong><\/td>\n<\/tr>\n \n Business Analysis<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Gross Profit<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Misc. Sales<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Client Rating Report<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Insurance Billing<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Resource Production<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Original Page Production<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Task Turnaround Analysis<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Daily Tracking Summary<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Tracking Productivity Analysis<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Tools module<\/strong><\/td>\n<\/tr>\n \n Bulk Import<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Bulk Update<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Tag Manager<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Form Templates<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Label Templates<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Notes Templates<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Notes Finder<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Repository Download Log<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Download Backup File<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Email Log<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Query Maker<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n QuickBooks Integrator<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Send Invitations for Signature Proxy<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Signature Proxy Usage<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n RB Network<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Entities module<\/strong><\/td>\n<\/tr>\n \n Firms<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Contacts<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Resources<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Locations<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Business Units<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Setup module<\/strong><\/td>\n<\/tr>\n \n Lists<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Users and Groups<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Chart of Accounts<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Service Item Subgroups<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Service Item Master<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Rush Type Master<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Billing Rates<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Pay Rates<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Billing Sets<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Pay Dates<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Invoice Headers<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Invoice Messages<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n States<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Tracking Steps<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n PDF Transcript Preferences<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n PDF Transcript Stamps<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Link Exhibits Patterns<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Exhibit Stamps<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n System Preferences<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Connect module<\/strong><\/td>\n<\/tr>\n \n Send Invitations<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Transcript Ordered<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Publish COD Invoices<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Fulfill Points Redemption Orders<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Transcript Packages<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Create Full-Text Search<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Approve Time-off<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Billing Sheets<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Activity Log<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Support Tickets<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Connect Preferences<\/a><\/td>\n X<\/td>\n O<\/td>\n<\/tr>\n \n Help module<\/strong><\/td>\n<\/tr>\n \n User Guide<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Online Training<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Update History<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n FAQ\/KnowledgeBase<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Online Support: Team Viewer<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Live Chat<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Report Issues<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n Suggest Ideas<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n \n About<\/a><\/td>\n O<\/td>\n O<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n More ways RB9 Lite is like RB9 Standard<\/h2>\n
RB9 concepts in this lesson<\/h4>\n