White Papers and Articles

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2 03, 2017

Making the Business Case for Going Digital: 360 Degrees of ROI

2018-06-27T23:21:04-07:00 March 2nd, 2017|White Papers and Articles|

Conventional law firm paper records systems are not sustainable in today’s legal market. More law firms are getting serious about paperless office solutions, for a variety of return on investment (ROI) reasons. The cost, risk, and inefficiencies of paper records are severe business burdens to the practice of law. Removing paper from the document management process improves the speed and quality of service delivery. Aligning a law firm’s paper-to-digital initiative to specific payback targets brings clarity to the return on investment and allows for usage of the 360-degree ROI model.

A formal ROI process, supported by detailed spreadsheets of financial affirmation, is rarely the basis for a law firm moving forward with a paperless office solution. Rather, a long list of obvious payback benefits is cited. The firm begins a project to drive through a sequenced subset of those ROI targets based on the project approach.

DocSolid Making The Business Case For Going Digital- 360 Degrees Of ROI
23 06, 2016

Law Firm Makes a Case for Simplified Workflows

2018-06-27T23:28:34-07:00 June 23rd, 2016|White Papers and Articles|

It’s no secret that complex litigation generates reams of files and paperwork. Marshall Dennehey Warner Coleman & Goggin, a law firm specializing in large civil defense cases involving casualty, professional liability, health care, and workers’ compensation, wanted to become a paperless law firm. For the firm, managing large volumes of documentation and ensuring that critical files and documents are available when and where they are needed is critical. With upwards of 500 lawyers in 20 offices scattered across Pennsylvania, New Jersey, New York, Delaware, Florida, and Ohio, “There is a need to be efficient and manage costs,” explained Roger Bonine, the firm’s Director of Information Technology.

Although the law firm has made every attempt to migrate from paper to digital systems, the basic realities of dealing with clients, other law firms and various court systems creates enormous challenges.

To learn more about the firm’s experience working to become a paperless law firm through their work with KwikTag, read the full article in CIO Insight here.

19 05, 2016

3 Tips for the Right Scanning Solution to Close the Digital Gap

2018-06-27T23:31:18-07:00 May 19th, 2016|White Papers and Articles|

Firms must close the gap between digital and physical files in order to reduce paper management costs, meet information governance and security standards, and enable attorneys to be more mobile and productive. The right legal document management scanning solution is essential to this process.

However, too many firms are still paying for and using weak scanning software built into their equipment contracts rather than a strong, specialized solution that truly meets the needs.

In Legaltech News, DocSolid President Steve Irons weighs in with 3 essential tips for replacing your casual, copier-based scanning with a serious, enterprise solution. To read the article in Legaltech News, click here.

LegalTech 3 Tips For Scanning
1 03, 2016

4 Ways to Quickly Achieve a Digital Matter File: A Case Study

2018-06-27T23:40:29-07:00 March 1st, 2016|White Papers and Articles|

By Lynette Harris, Anderson, McPharlin & Conners, Legaltech News

When I joined the Los Angeles-based civil litigation defense firm Anderson McPharlin & Conners in 2012, I was committed to bring immediate, added value. The firm faced an office relocation in January 2015 and was assessing space utilization. The cost of storing records, both on and offsite, were specific targets. The firm needed to eventually eliminate both costs and find a paperless office solution. I believed that a digital initiative could address many of the firm’s challenges.

We were paying $1,500 per month in offsite records and that cost was continuously increasing. On the one hand, there was significant room for improving our management of sending boxes offsite. We had a retention schedule in place, but no one was managing it. The firm was also paying $1,200 per month for an onsite storage space that didn’t match our needs. I was tasked with eliminating records storage boxes as part of the relocation. I was faced with hundreds of boxes and no formal records management software.

I knew I wanted to move the firm to a paperless future. Doing so was a complex process. However, in retrospect, it came down to four simple steps.



19 02, 2016

The Digital Official Matter File: Holy Grail or Business Mandate?

2018-06-27T23:43:58-07:00 February 19th, 2016|White Papers and Articles|

Clients want their law firms to use technology to improve efficiency, and they want the security and governance of their information to meet today’s business and cyber challenges. Attorneys want to manage a matter in a way that provides productivity and integrity.

A fully digital official matter file controlled by the document management system (DMS), is crucial to meet these client and attorney objectives. But, paper records are the boat anchor that keep this ship from sailing.

In the latest issue of Legal Management Magazine, DocSolid President Steve Irons weighs in on this and more, and outlines a practical approach for making the switch from Paper2Digital.

13 07, 2015

ILTA Releases DocSolid’s Paper2Digital Master Plan for Law Firms

2018-06-27T23:53:51-07:00 July 13th, 2015|White Papers and Articles|

This ILTA white paper: Paper2Digital Master Plan outlines how law firms can move to a digital record management system.

Keeping paper records is a major expense, and a relentless cause of inefficiency and risk. About half of all attorneys still prefer to work with paper, so most law firms continue to accept the precedent of files, folders, boxes, file rooms, and offsite records storage. We need to fix this. We need a fully digital matter file. We need a plan to get there. This white paper provides guidance for that plan.

13 07, 2015

Paper2Digital Law Firm Master Plan White Paper

2018-06-27T23:55:29-07:00 July 13th, 2015|White Papers and Articles|

This White Paper outlines a plan for a law firm’s Paper2Digital transformation. Keeping paper records is a major expense, and a relentless cause of inefficiency and risk. About half of all attorneys still prefer to work with paper, so most law firms continue to accept the precedent of files, folders, boxes, file rooms, and offsite records storage. We need to fix this. We need a fully digital matter file. We need a plan to get there. This whitepaper provides guidance for that plan.



16 08, 2013

How to Start Your Enterprise Scanning Project – Scanbition Frameworks

2018-06-28T00:40:35-07:00 August 16th, 2013|White Papers and Articles|

When a law firm determines it wants to get serious about going digital and finding a document scanning solution (the onset of Scanbition), it generally has an initial and a long term objective. For long-term objectives we hear aggressive ambitions to “go paperless” in the practice areas or “eliminate offsite records storage.” Initial objectives are more grounded in practicality, such as “start scanning closed matters instead of sending them offsite to records storage” or “start scanning all incoming paper for the IP Practice Group.” Scanbition Frameworks White Paper

“Start” is the key word. How do you start? How do you move from tedious, one-document-at-a-time scanning, to a document scanning solution for all paper? When the only scanning experience has been casual scanning at the copier, best practice enterprise scanning is a big leap forward. It must fit the culture, the workflow, and the operational future of the Firm. This requires a Plan, considering:

  • What are our specific goals for paper document scanning?
  • What volume of incoming paper will we need to address with this project?
  • How does the paper arrive and get managed as it heads to the scan capture workflow?
  • Who profiles the documents into the DMS? Who scans? Who QCs?
  • How do we identify and serve the range of scanning needs, firm wide?
  • How do we apply security, process integrity and QC to the overall job?
  • How do we intersect with and apply Records policies? How do we engage the Records staff?
  • Do we have physical records retirement policy? Do we shred? How? When?
  • What staffing, infrastructure and application resources are required?
  • Who owns this new operation?
  • How do we measure productivity, and most importantly, ROI?