ReporterBase

10/08/2026

At OMTI, we are dedicating this month to raising awareness and honoring everyone impacted by breast cancer. Early detection is one of the most powerful tools in the fight against breast cancer—regular mammograms and routine self-checks truly save lives.

Take a moment today to check in on your health and remind the important people in your life to schedule their annual screenings! 🌸

Let's support the fighters, admire the survivors, and honor those who have passed.

10/08/2026

Welcome to the RB9 family, ProScribe Legal, LLC!

Huge thank you to Blanche "BJ" Dugas for sharing such wonderful words about her experience with OMTI and RB9:

"I truly cannot say enough wonderful things about OMTI and RB9! As a working court reporter and now the owner of ProScribe Legal, I know firsthand how important it is to have software that you can depend on every single day. RB9 has quickly become an invaluable part of our business.

"Starting a court reporting agency comes with a lot of moving pieces, and RB9 has made managing those pieces so much easier. From scheduling and job management to invoicing, production, and keeping track of the many details that go into each assignment, I love having everything organized in one place. It allows me to spend less time worrying about the administrative side of the business and more time focusing on our clients, reporters, and the quality of service we provide.

"What has impressed me just as much as the software itself is the people behind it. The OMTI team (especially Jonathan) has been incredibly helpful, patient, knowledgeable, and responsive whenever I have had a question. There is something very reassuring about knowing that when you need help, you are dealing with real people who understand the court reporting industry and genuinely want you to succeed.

"As we continue building and growing ProScribe Legal, I feel incredibly fortunate to have RB9 as part of our foundation. It gives me confidence that we have the tools in place to stay organized, provide exceptional service, and grow our business the right way. I would wholeheartedly recommend OMTI RB9 to any court reporter or court reporting agency. It has been one of the best decisions we have made for ProScribe Legal, and I am genuinely excited to continue growing our business with RB9 alongside us."

- Blanche "Bj" Dugas
Owner, ProScribe Legal, LLC

10/06/2026

https://mailchi.mp/176840a4f6b2/rb9-lesson-for-week-of-october-6-2026
RB9 Lesson for week of October 6, 2026
Setup – Calendar System Preferences

When you cancel a job, RB9 will ask if you want to notify the assigned resource of the canceled assignment. You can send Assignment Cancellations via text, email, and/or print. While the actual Assignment Cancellation form comes from the Form Templates function (where you can customize it and create...

09/30/2026

California has changed its Sales & Use Tax regulations for 2027 to include digital products that are accessed remotely. This change will affect you whether your business is located in California or not

09/29/2026

https://mailchi.mp/fcadc1bbd9ce/rb9-lesson-for-week-of-september-28-2026?e=0acf3a0527
RB9 Lesson for week of September 28, 2026
Receivables - Collection Follow-up function

After running the Aged A/R report to find clients who owe you money and contacting them, start tracking your collections actions and your client’s responses in their records in your RB9 database. Use this function to pull up a list of past actions and reminders to keep collections tasks on track. ...

09/22/2026

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

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).

09/15/2026

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

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.

09/08/2026

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

Set the subject line for payment receipts. Choose a statement template based on your company’s payment options, and set other statement options.

09/03/2026

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!

09/01/2026

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

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...