Objectives

The successful implementation of an initial deployment is the beginning of a Paper2Digital journey. DocSolid is committed to helping our customers succeed with Postmark according to how your law firm defines success.

“Everyone who participates stands to learn a lot from the review meeting. It’s a recurring snapshot of the system that reveals what is working well and what may need improvement. It also prepares us for potential changes on the horizon for a law firm that relate to the Postmark software installation.”

-David Guilbault, VP of Customer Success

Mission
Eye On Time

System Snapshot

A fresh perspective can help you achieve your goals.

Performing a detailed inspection reveals the state of the system at the current point in time. The Microsoft Server is an important consideration in addition to the DocSolid software installation, configuration and settings.

The data and our findings will be communicated in a review meeting along with any essential changes or recommendations that need to be discussed.

Review

Get actionable knowledge from experts who want to help you succeed.

A review meeting is a 1hr. web-based meeting allowing multiple people to participate when necessary.

  • Customer Focused – We help our customers succeed with the understanding that no two law firms are exactly alike. The purpose of our review process is to help you achieve a Paper2Digital transformation that is based on your goals.

  • Data Driven – We take a pragmatic approach that analyzes the production system data from your log files. When estimating utilization requirements for system expansions, our team refers to a standard framework.

  • Winning Formula – We are a team of trusted experts when it comes to optimizing paper workflows and business process improvement. Our products, resources and tools are essential building blocks for The Paper2Digital Law Firm.

The review of the current system in relation to the law firm’s goals is a pragmatic approach that keeps everyone on track. It is a really useful touch point for Postmark champions and stakeholders alike.

Postmark Software Setup
On Target

Results

Change starts with an idea, but it takes action to make it a reality.

A law firm with a less-paper initiative can find it challenging to achieve the results they hoped for. Managing change will normally be met with some resistance in most organizations. Meanwhile, paper records will perpetuate problems that multiply in terms of costs, risks and inefficiencies. It’s a problem that won’t go away unless you fix it, and we know how.

This is why we sometimes refer to Postmark projects as a Paper2Digital journey. With this perspective in mind, scheduled reviews are one of the best ways we help customers sustain long-term success with their Postmark software platform.

Customer Success

DocSolid connects paper to its digital home, so legal professionals can work smart and secure wherever they are.