DocSolid Helps Drive Records Strategy
Merger-driven Digital Transformation with Airmail2 Digital Records at an Am Law 100 Firm
An Am Law 100 firm, navigating a major merger alongside a mandate to eliminate paper, chose DocSolid's Airmail2 Digital Records Room to modernize records management across its offices. Integrated securely with the firm's iManage document management system, the platform replaced paper-heavy records rooms with digital documents and workflows, giving attorneys secure, mobile access to client content.
Modernizing Records Through a Major Merger
This Am Law 100 firm with over 1,000 attorneys was navigating the complexities of a major merger while pursuing a strategic mandate to eliminate paper. For the Information Governance (IG) team, led by the Associate Director of Information Governance Operations, that meant modernizing records management across offices while ensuring continuity during a time of change.
For decades, the firm relied on paper-heavy records rooms containing tens of thousands of folders. This created significant costs, inefficiencies, and risk in a regulatory environment with strict requirements for managing PII, PHI, and outside counsel guidelines.
The merger raised the stakes
The merger intensified the challenge, adding new lawyers, data, and client records that had to be integrated quickly and securely.
Choosing Airmail2 and Rolling It Out Firm-Wide
The firm evaluated several vendors before choosing DocSolid's Airmail2® Digital Records Room, which combined secure integration with the firm's iManage document management system (DMS), strong governance controls, and ease of use. Just as importantly, DocSolid demonstrated a deep understanding of the firm's requirements while working closely with stakeholders. The software solution passed one of the most rigorous security reviews the firm had ever conducted.
The rollout began with executive sponsorship from the General Counsel and practice leaders, ensuring buy-in from the top down. Contractor resources augmented the IG team, accelerating implementation. Workflows were designed to minimize disruption for the legal practice, reducing friction and driving adoption across offices.
From Paper Records Rooms to Modern IG Centers
Today, the firm's major offices have been fully transformed into modern IG centers. Records rooms once filled with thousands of folders have been replaced by digital documents and workflows that enable secure, mobile access to client content. Physical documents remain only where legally required, such as wet-signature private client materials, which are stored securely offsite.
By modernizing records management, the firm has achieved:
- Significant paper reduction across all major offices
- Lower risk exposure through consistent digitization practices
- Improved attorney productivity with faster, mobile access to client content
- Reduced costs tied to storage and real estate
With DocSolid as a trusted partner, the firm not only met its records modernization mandate but also set a new model for digital information governance in Big Law.
The success of this initiative proves that modernization isn't just about technology; it's about aligning people, process, and purpose to drive sustainable transformation across the firm.
"DocSolid isn't just a vendor to us, they're a partner we rely on to drive our records strategy. Their platform has helped us reduce paper, strengthen governance, and support hybrid work in a sustainable way, even through the complexity of a major merger. As we continue to align legacy offices and expand capabilities, we see DocSolid as a long-term partner in shaping the future of information governance at the firm."
- Associate Director of Information Governance Operations, Am Law 100 Firm
Integration Advantages
- iManage logins are not required for Airmail2 operators, allowing outsourced labor
- Fast DMS lookup for profiling with secure DMS delivery
- Works with reusable cover sheets or barcode labels, including existing IRM barcodes
- Scan stacks of documents at once, press one button
- Hardware agnostic, works with any scanning device
- Automated notifications
- Built-in quality controls
- Day-forward paper scanning option for all iManage users
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