ReporterBase

https://mailchi.mp/b7d41d6817de/rb9-lesson-for-week-of-september-22-2026
RB9 Lesson for week of September 22, 2026
Calendar — Jobs (List View) function

RB9 Lesson for week of September 22, 2026 List View, as the name implies, displays your schedule as a list with important information about each job, such as date and time, client, and location, in a grid. You can also choose to view your schedule in a monthly calendar format (Monthly View) or a week at a glance (Weekly View).

https://mailchi.mp/a88a6fb5af2d/rb9-lesson-for-week-of-september-15-2026
RB9 Lesson for week of September 15, 2026
Connect – Resource side Preferences function

RB9 Lesson for week of September 15, 2026 Your RB Connect consists of 2 URLs — one for your contacts and the other for your resources. Customize these preferences for information and feature options on the Resource side of your RB Connect.

https://mailchi.mp/4321bc121a90/rb9-lesson-for-week-of-september-8-2026
RB9 Lesson for week of September 8, 2026
Setup – Receivables System Preferences

RB9 Lesson for Week of September 8, 2026 Set the subject line for payment receipts. Choose a statement template based on your company’s payment options, and set other statement options.

Save significant setup time on related proceedings by opening an existing job record and clicking More > Copy Job—this instantly transfers shared case data, parties, and locations so you only need to update the date and time.

What's your go-to system shortcut in RB9? Drop it in the comments below!

https://mailchi.mp/fa2917ff6e35/rb9-lesson-for-week-of-september-1-2026
RB9 Lesson for week of September 1, 2026
Receivables – Paid Invoices function

RB9 Lesson for week of September 1, 2026 Quickly see which invoices were entered as paid today — or use search criteria to find all invoices paid within a specified period, grouped and sorted by the payment date or when the transaction was posted. You can also limit the results to those of one or several of your company’s business unit...

In court reporting, location accuracy isn't just about getting driving directions—it directly impacts scheduling efficiency, repository file management, and accurate billing.

In ReporterBase 9 (RB9), proper entity categorization is key to operations:
✅ Law firms and courtrooms belong in your Firms table.
✅ Your own agency’s conference rooms should be categorized as Resources so they can be scheduled
✅ The Locations table should be used for recurring third-party venues where depositions take place—such as private residences, medical facilities, or schools.
Why does this distinct categorization matter for your agency?
✅ Eliminates Duplicate Entry: Automatically flows saved addresses, driving directions, and location-specific notes straight to assignment worksheets.
✅ Avoids Double Booking: Treating in-house conference rooms as resources prevents scheduling conflicts.
✅ Protects Repository Data: Keeps location-specific files (like medical authorization forms or entrance directions) neatly organized at the location level.

Read the full blogpost here: https://omtiblog.com/best-practices/when-is-a-location-a-location/

https://mailchi.mp/a2284a7c0966/rb9-lesson-for-week-of-august-25-2026
RB9 Lesson for week of August 25, 2026
Reports – Business Analysis function

RB9 Lesson for week of August 25, 2026 Look up the payment details for a single check or search payment histories by transaction type and/or other options. Searchable options include:

Data isn’t just information—it’s an asset that needs to be secured, managed, and mobilized efficiently.

For legal support firms, court reporting agencies, and litigation support teams, managing sensitive case information requires more than basic cloud storage. It demands an enterprise-grade hosting solution built specifically for the legal industry.

RB9 serves as a centralized data hosting solution designed to securely manage, manipulate, and streamline your critical information:
✅ Secure Data Hosting: Cloud-hosted on Microsoft Azure with SOC 2 Type 2 compliance, eliminating the need for in-house servers while securely storing sensitive transcripts, exhibits, and notices.
✅ In-App Emailing: Eliminate copy-pasting and missing threads. Send invoices, assignment confirmations, transcript notifications, and client updates straight through RB9 using saved templates and automated triggers.
✅ Comprehensive Data Tracking: Maintain full visibility over client profiles, billing preferences, job histories, and special instructions. Keep your entire team aligned on every account's unique requirements.

When your data host actually works for you, your office runs smoother, billing goes out faster, and client information stays completely secure.

How is your team managing and hosting its legal data this year? Let's connect in the comments.

https://mailchi.mp/a51825506109/rb9-lesson-for-week-of-august-11-2026?e=%5BUNIQID%5D
RB9 Lesson for week of August 11, 2026
Connect – Support Tickets function

RB9 Lesson for week of August 11, 2026 Your clients and resources can get help and support within RB Connect and RB Connect Mobile (RBCM). They can look up information in the online user guide or they can contact you via support tickets to ask questions and get assistance, then track the resolution of their issues.

Streamline Your Legal Receivables & Get Paid Faster

Chasing overdue invoices takes time away from growing your agency. Standardizing your collections workflow with automation helps keep your business cash flow healthy.

Key strategies for managing accounts receivable in RB9:
✅ Prioritize High-Value Receivables: Use interactive Aged A/R reports.
✅ Access Financial Activity Instantly: Instantly review 90-day payment histories.
✅ Automate Collection Notices: Generate custom collection letters pre-filled.
✅ Require Pre-Payment for COD Clients: Use RB Connect to require COD clients to pay invoices online before downloading transcripts.

How does your firm currently manage overdue receivables?

Read about the features here: https://omtiblog.com/reporterbase/collection-timesavers/

Collection timesavers Get better results from your overdue clients by using all of the collections tools in RB9 — and using them in ways to maximize the return on your time investment