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Most weeks come down to the same loop: check the dashboard, clear anything waiting on you, place an order, then pay and download when the work lands. This page walks that loop end to end and points at the detailed pages as it goes.

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Start on the dashboard

Signing in drops you on your Dashboard. It’s built so you don’t have to go hunting: a row of tiles across the top, a Needs You band under them, and panels for what’s in production and what was delivered recently. Look at two things first. Awaiting You is the count of items that can’t move without you, and it turns red the moment it’s above zero. Outstanding is your unpaid balance. If you use both services there’s a Transcription tab and a Proceedings tab across the top, and the tiles change with them — each service keeps its own numbers.

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Clear what’s waiting on you

The chips in the Needs You band are the whole queue, split by kind, and each one links into it. There are only a few kinds, and each has one obvious action. On transcription, Estimates means the agency has sent a price for your approval, Deposits due means work starts once a deposit invoice is paid, and Payment due means the transcript is finished and locked until it’s paid for.
Declining an estimate cancels the job outright — it isn’t a request for a revised price, and the job can’t be reopened afterwards. If the figure looks wrong, leave the estimate alone and raise it with the agency instead. Approve an Estimate
On proceedings, Confirmations is the one that matters most. About two days before a deposition you’re asked to confirm it’s still going ahead, and staffing decisions hang off that answer. Confirming a proceeding covers what the request looks like and how to answer it. Deposits due and Deliveries work the same way as their transcription counterparts. Nothing here is time-critical to the minute — the queue is recomputed every few minutes rather than instantly — but confirmations have a real deadline attached to them, so treat those first. There is no single combined queue. Each service has its own Action Required entry in the left menu, with its own count: the transcription queue and the proceedings queue in detail. Invoices that go past their due date collect in a third queue under Accounting.

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Place an order

Both services are ordered the same way, and there are two ways in. Open the service from the left menu and click Create at the top of the page, or click the small + on the service’s own menu item without opening it first. Both do the same thing: a drawer opens with the whole form in it.
You can only order a service that’s switched on for your account. If a service is greyed out in the menu with a question mark beside it, click it — law firm, government, non-profit, insurance and court reporting firm accounts can switch a service on themselves. Other account types, and any account whose transcription rates haven’t been set yet, need the agency to open it up first. In that case the drawer says the account is still being configured rather than showing the form.
Fill in the drawer top to bottom: who the job is for if you’re submitting on someone else’s behalf, the rate and turnaround, any add-ons, your court and case details, supporting attachments, and the recording itself. If you’re sending discs rather than files, switch the media section over to physical media and list what’s coming.There’s no separate quote to fetch first. A running Estimated Order sits at the bottom of the drawer showing the due date and estimated price, and it updates as you change the turnaround, the add-ons and the media. That figure is a good-faith estimate — the final invoice reflects the pages actually produced.Some jobs are separately put on a formal estimate by the agency after submission. That arrives as an Estimates item in your queue and holds the job until you approve it.Create a Transcription

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The two windows after you submit

Whichever service you’re ordering, the drawer hands off to the same pair of windows, and neither is a formality. First a review window: your case identity, the totals or session times, and a summary of what you asked for. A Terms of Service checkbox appears here whenever you haven’t yet accepted the current version — so on your first job, and again after the terms are updated — and the submit button stays disabled until it’s ticked. Then a progress window that saves the job and uploads your files one at a time, with a retry-or-skip control on any file that fails. Leave it open until it finishes.
If that second window is interrupted — a closed tab, a dropped connection — nothing is lost. The job is already saved as a draft, and opening it shows a Complete Submission action that picks up where the upload stopped. Until you finish it, nobody is working on it.

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Track it

Everything active shows on the dashboard, and the full lists live under the service in the left menu. A transcription moves through Submitted, then Estimate or Deposit if either applies, then Transcribing, then Ready for Delivery, then Complete. Transcribing covers the entire production span — typing, review and final formatting — so a job can sit on that one word for days without anything being wrong. Manage Transcription A proceeding shows as Submitted, then Upcoming while coverage is arranged, then In Session on the day, then Complete. Manage Proceedings Transcripts and other products from a proceeding are ordered separately from the proceeding’s Orders tab, which opens once the proceeding is under way. Ordering from a proceeding

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Pay and download

When a job is set to payment on delivery, the finished work is produced and then held: the download stays locked until the invoice is paid. That’s why a transcript can show as Ready for Delivery with a Pay Now button where you expected a Download button. Pay Now shows up beside the same invoice in every place it’s relevant: the dashboard panels, the Action Required queue, the Active list for either service, the job’s own page, its Invoices tab, and Accounting. On the Past lists it sits in the card you get by hovering an invoice number, because the row action there is the download. It opens a payment window that generates a QuickBooks payment link and opens the payment page in a new tab, so allow pop-ups for the site before you start — a blocked pop-up leaves the window with nothing to do. Payment unlocks the download straight away. If the button hasn’t changed a moment later, refresh rather than paying a second time. Pay an Invoice, step by step Invoices, unpaid and paid
A Pay Now button that’s greyed out means the invoice hasn’t finished syncing to QuickBooks yet, or it belongs to an account that shared jobs with you but not billing. Neither is something you can clear yourself.