Settings

👤 Arbitrator Profile Identity

First Name

Last Name

Email Address

Company / Firm Name

🤖 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

✓ Import case data from AP-219 form images

✓ Auto-populate intake form fields from image

✓ Manual review and correction before saving

ℹ️ AI features are managed by Gann Group. To upgrade your plan, contact info@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.

⚙️ 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.

📦 Export My Data Portability

Download a complete copy of your case data. This includes every case, communication log entry, and reference document you've created — yours to keep, no matter what.

What's Included

✓ cases.csv — every case field, one row per case

✓ communications.csv — full communication log, linked by file number

✓ resources.csv — your reference document titles, categories, and links

✓ full-data-export.json — everything above in raw form, for technical use

✉️ Email Templates 7 Templates

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