Modern interface

RB9 takes advantage of the latest technologies and follows the best business practices of your industry.

Some functional highlights:

• Un-editable log-style notes  

  can be cancelled, but not edited or deleted, so you maintain a complete paper trail. Notes logs are searchable, and you can print or export search results to Excel.

• Automatic alerts  

  for time-crucial information, such as job cancellations, and client-crucial information, such as outstanding retainers or collection reminders, display onscreen when received and also appear in the recipient’s Messages & Notifications function.

• Interactive reports  

  give you an initial at-a-glance overview of information then quick access to more information if you want it in the same screen.

• No re-keying: RB is an integrated system  

  Information is entered once — whether by your staff, reporters or clients — and flows where it’s needed automatically. For example, if a client requests a depo online, all of the information in their request automatically flows to your job calendar. Relevant information flows from there to your reporter worksheets, their schedules, their turn-in, RB-PDF Transcripts, invoices, and internal reports. Other information that accumulates along the way, such as billable services, also automatically flow where needed.

• Color coded job status  

  Job Status is color coded so you can see at a glance in any list of jobs whether a job is new, in progress, billed, etc. You set up your own categories for job status and designate which color represents which status. The RB interface includes a dark mode viewing option users can choose and you can select different job status colors for dark mode for readability. If you have RB Connect, your clients and resources will also see job status colors.

• Opens automatically to relevant section  

  RB is full of automated features to save time, but one that not only saves time, but reduces errors and makes training simpler is how it helps the user through everyday processes like scheduling and production by automatically taking them to the most important section first. For example, when entering a job into the calendar, RB opens the Lookup Firm pane because the first thing you should do is enter the firm and contact at the firm ordering the job.

• Comprehensive system  

  Instead of a piecemeal solution of numerous applications from different suppliers, RB9 is a comprehensive system covering scheduling, billing, transcript production, financials, and more. You do not have to purchase & manage multiple applications. It includes a PDF transcript creator, digital signatures, interactive mobile transcripts bundled with case files, online case repositories, mobile access, E-commerce, and a word processor with mail merge, so you can do more in one application.

  And because RB is cloud based, you do not have to buy and maintain your own server, repository storage, or backup system.