RBA Settings — v1.8.1
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Texas RBA · Case Management
Settings
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👤 Arbitrator Profile Identity
💳 Billing & Subscription Standard
Standard Plan — $20/month
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Manage Payment Method Resubscribe
⏳ A pause has been scheduled for the end of this billing period. It hasn't taken effect yet — you're still billed and have full access until then. You can cancel the scheduled pause at any time before it takes effect.
⏸️ Your subscription is paused. It stays paused until you resume it yourself with the button above — there's no automatic resume. If it remains paused for 10 months without being resumed, it will be automatically canceled.
Your case data is retained while paused or canceled — nothing is deleted automatically. Data on a closed account is only removed manually, on request.
🔒 This subscription is closed and case access is locked. Your data has not been deleted — resubscribe above to regain access.
🤖 AI Features Subscription
AI Image Intake — Enabled Plan: AI — Active
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AI Image Intake — Not Available Plan: Standard
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What AI Features Include
✓ Import case data from PTAS screenshots
✓ Auto-populate intake form fields from image
✓ Manual review and correction before saving
ℹ️ AI features are not yet available on any plan. To ask about availability, contact john@rbamgr.com.
🎛️ Intake Form Field Toggles Global

Toggle optional fields on or off globally. When a field is turned off it is hidden on the intake form across all cases. Required fields cannot be toggled.

Notification Date field 3.1.4
Acceptance Date field 3.1.5
ARB Order Received On field 3.1.10
Ownership Type field 3.1.11
Appeal Value Type field 3.1.14
Appeal Reasons field 3.1.15
Tax Agent Name field 3.1.24
Tax Agent Email field 3.1.25
Tax Agent Phone field 3.1.26
⚙️ All 10 toggleable fields are shown above. Non-toggleable fields (File #, Arbitration #, Tax Account #, Address, County, Tax Year, etc.) are always shown on the intake form.
📄 Arbitrator Reference Documents Resources

Add, edit, and organize your personal reference documents. These appear in the Resource section alongside static references.

No reference documents yet. Click below to add your first one.
✓ Documents are stored in Firebase and accessible from the Resource section by you and any assistants.
ℹ️ Full document editing is available in the Resource section (C9). This panel manages titles and categories only.
✉️ Email Templates 7 Templates

Click a template to edit its wording. Changes apply the next time you send that email from a case.

📄 Hearing Brief Case Detail

Controls what's included when you click "Generate Hearing Brief" on a case. Changes here apply the next time a brief is generated — nothing here affects an already-downloaded PDF.

Include Mediation Introduction Page A cover page shown before the case details

Choose which sections appear on the brief, and which fields within each section.

▶ Case Overview
Property Address
Tax Account Number
Property Type
Tax Year
Homestead Exemption
Appeal Value Type
Status
▶ Parties

Property Owner, Tax Agent, and Tax District always show full contact info when this section is on — there's no per-field toggle here.

▶ Hearing Details
Format
Proposed Dates
Confirmed Date
Confirmed Time
Location / Dial-In
▶ Timeline of Communications

Shows every Communication Log entry from the case, oldest first. No per-entry filtering.

▶ Financials

Shows Arbitrator Fee only.