RBAMGR — Demo Guide v1.4.0
Live Demo Walkthrough
RBAMGR — Case Management for Texas RBA Arbitrators
A purpose-built platform for running a Regular Binding Arbitration practice: intake, case tracking, financials, reporting, and reference material, all in one place — built by a working arbitrator, for arbitrators.
✳️
What RBAMGR Is
Key Points
  • Purpose-built for Texas RBA — not a generic case tracker retrofitted for arbitration
  • Covers the full lifecycle: intake → hearing → award → payment
  • Each arbitrator's data is fully separate — nothing is shared between accounts
  • Runs in the browser, no install — accessible from anywhere
9
Core platform areas
3
Case Detail workflow tabs
🗂️
Dashboard
Overview
What to Show
  • Full case list with status, property, and key dates visible at a glance
  • Live search across name, arbitration number, address, county, and file number
  • Status summary bar with live per-status counts — click a status to filter instantly
  • County filter built dynamically from live case data
  • One click from any row into full Case Detail
📝
Case Intake
New Case
What to Show
  • Clean intake form covering property, parties, appeal, and hearing details
  • File Numbers auto-assign, in order, scoped per arbitrator and reset each year
  • New case lands at Accepted status automatically and appears instantly on the Dashboard
  • Only a handful of fields are required — everything else can be filled in later from Case Detail
  • Deposit and Arbitrator Fee are entered manually, with the Fee Schedule available as reference
📋
Case Detail
Managing a Case
What to Show
  • Three-tab workflow: Request Dashboard → Hearing → Award
  • Status field drives automation — updating status can auto-update related dates
  • All financials live here: Deposit Amount, Arbitrator Fee, Amount Received
  • Fully editable at any point in the case lifecycle, from intake through ruling and payment
  • Status Workflow Reference (in Resources) explains what triggers each status change
📊
Reports
Revenue & Case Analytics
What to Show
  • Cases by Status and Cases by Month — donut and bar views of the pipeline
  • Cases by County and Hearing Type Split breakdowns
  • Verdict Outcomes and Fee by Verdict — real counts and average fee per outcome
  • Revenue Summary — total fees, amount received, and outstanding, calculated automatically
  • Payment Aggregate table with functional status and date-range filters
  • Year-over-year Cases This Year comparison
📚
Resource Section
Reference Library
What to Show
  • Built-in reference material: Fee Schedule, Comp links, Status Workflow Reference
  • Add Reference Note — personal text notes, checklists, county-specific reminders
  • Add Reference Document — upload PDFs, Word docs, or images (up to 10MB)
  • Kept separate from the Help/FAQ page — Resources is about the arbitration process, Help is about using the platform
📥
CSV Import
Historical Cases
What to Show
  • Standalone, always-available import page — not a one-time onboarding step
  • Guided field mapping from your existing spreadsheet into RBAMGR's case structure
  • Includes a downloadable sample CSV and a step-by-step PDF prep guide
  • Imported cases appear immediately on the Dashboard and in Reports alongside new ones
⚙️
Settings
Account & Preferences
What to Show
  • Arbitrator Profile — your account details
  • Intake Form Field Toggles — show or hide fields to match your own workflow
  • Arbitrator Reference Documents — manage your uploaded reference files
  • Email Templates — customize outgoing communications
  • AI Features — placeholder today, tied to the upcoming Enhanced tier
🔒
Security & Backup
Data & Payments
What to Show
  • Built on Google Firebase — the same secure, industry-standard cloud infrastructure used by large-scale production applications
  • Each arbitrator's data is fully isolated — authenticated sign-in required, and nothing is visible across accounts
  • Automated scheduled backups run on a regular cadence, plus an on-demand manual backup option
  • Reference documents and case files stored on redundant cloud storage
  • Subscription billing handled through Paddle — a PCI-compliant payment processor, so no card data ever touches RBAMGR's own servers
🆘
Help & FAQ
Built-In Support
What to Show
  • Organized by platform page — Dashboard, Intake, Case Detail, Reports, Resources, Settings, Account
  • Quick-jump navigation straight to any topic
  • Answers written in plain language, not technical jargon
  • Direct contact option if a question isn't covered
💳
Subscription & Billing
In Progress Phase 2
What to Show
  • Single Standard tier at $20/month — no tiers to navigate, no surprise upsells
  • Pause for up to 10 months without losing any case data
  • Checkout integration is in active build-out — pricing and policy pages are live today
🚀
Roadmap
Coming Next
What's Coming
  • Enhanced tier — AI-assisted features for drafting and case support
  • Case evidence storage — attach and manage hearing evidence per case
  • AI-drafted email suggestions for common case communications
Questions during a demo?
Reach out any time.
john@rbamgr.com