When you prefill a job, case, or invoice, RB automatically adds related parties and\/or service items \u2014 saving time and reducing the chance of incomplete invoices.<\/strong><\/p>\n Without prefill, you have to enter parties and services one at a time every time. With prefill, you check first for previously entered choices \u2014 such as parties to a case or a client\u2019s standing orders \u2014 and add some or all of them at once. Prefilling saves time and reduces the chance of overlooking something by automatically including related parties and\/or services.<\/p>\n If your clients have certain services they always want \u2014 for example the original ASCII file and a condensed transcript \u2014 you can enter these standing orders in their profile. Both firms and contacts can have standing orders \u2014 which can be different if contacts at a firm have their own service requirements in addition to or in place of the firm\u2019s requirements. You can add these standing orders when prefilling parties.<\/p>\n Parties and their requested services can be entered at any time:<\/p>\n The Recent Turn-ins option when creating invoices is useful because when parties are added to a case during pre-trial discovery, it\u2019s usually so they can access the case calendar and repository files through RB Connect. They might not have any preferred services. However it\u2019s highly likely that parties to a case that have ordered services on previous jobs in the case will order the same services for similar jobs on the same case, which would be included in Recent Turn-ins so you can easily add them to an invoice.<\/p>\n When you prefill parties in Turn In who have standing orders or previously ordered services, RB creates invoices\u00a0that automatically include those service items. You can save time entering other service items in\u00a0batches using Prefill Services.<\/p>\n Use Prefill Orders & Services to include service requests from:<\/p>\n These readymade lists might include services that were not ordered for the job being billed. That\u2019s okay: After prefilling you can remove any services not ordered for this invoice.<\/p>\n TL;DR: Instead of entering parties and services one at a time every time, use Prefill to automatically add parties and\/or services to a job, case, or invoice.<\/strong><\/p>\n Billing Sets:\u00a0<\/strong>Like a fast food combo meal, RB Billing Sets are preset groups\u00a0of service items. Selecting billable services by set, instead of individually, speeds up the billing process.<\/p>\n 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 Firm:<\/strong> Business you provide services to, usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.<\/p>\n Job:<\/strong> 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 ><\/a><\/p>\n RB Connect:<\/b> 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.<\/p>\n","protected":false},"excerpt":{"rendered":"Standing orders<\/h2>\n
Prefill parties<\/h2>\n
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Prefill services<\/h2>\n
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Related RB concepts<\/h4>\n