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Texas RBA · Case Management
Settings
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Arbitrator Profile
Identity
AI Features
Subscription
AI Image Intake — Enabled
Plan: AI — Active
AI Image Intake — Not Available
Plan: Standard
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.
CAD Arbitration #
field 3.1.3
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.