RB User Guide > Production > Turn In

Prefill

When you prefill a job, case, or invoice, RB9 automatically adds related parties and/or service items, saving time and reducing the chance of incomplete invoices.

NOTE: Prefill options

Depending on what you are prefilling, parties and services can come from a party’s standing requests, case parties, job parties, and recent related jobs.

• Parties and their requested services can be entered in a case starting in the pre-trial discovery phase.
• They can be added to a job.
• Firms and contacts can have standing orders, which can be different if contacts at a firm have their own service requirements in addition to or in place of the firm’s requirements.
• RB9 also tracks parties and services for jobs on the same case and offers the options selected for the most recent related jobs.

Reference

• Jobs
• Task
• Resource

Step-by-step instructions

• Generating invoices
• Prefilling parties & services