RB9 is a case-based system. Case attributes will be automatically applied to jobs tied to a case.
For how to set up lists, see Customizing lists.
Categories of cases by work type, e.g., Civil or Personal Injury.
Designation specifying which side the attorney represents, e.g., Plaintiff or Defendant. Appears in individual parties in cases and jobs.
Categories of notes to use as a filter when searching Case Notes Logs.
Designation specifying what stage the case is in, e.g., In Progress or Settled. Used as a filter in Cases.