5 05, 2023

CISO in Law Firms Face Hybrid Work Challenges

Michael Herzog2023-09-22T11:41:30-07:00May 5th, 2023|Paper2Digital Blog|

Chief Information Security Officers in Law Firms Face Hybrid Security Challenges

Many law firms have shifted towards a hybrid work model, where employees alternate between working from home and working at their law office. While this model has provided greater flexibility, it has also presented significant challenges for Chief Information Security Officers, CISO in these firms.

Law firms have always been a prime target for cybercriminals due to the sensitive and confidential nature of the data they hold. The shift towards hybrid work has only made things more complicated for CISOs, who must now contend with a distributed workforce, varied devices, and continual risks from email phishing. In this article, we will discuss the challenges facing CISOs in law firms due to hybrid work and how they can mitigate these risks.

Remote Workforce
With employees working from different locations, it becomes more difficult for CISOs to maintain a secure environment. Home networks are typically less secure than office networks, and employees may be using personal devices that are not adequately secured. This can make it easier for cybercriminals to gain access to the firm’s network and steal sensitive data.

To mitigate this risk, CISOs must implement strict security protocols for remote workers. This includes ensuring that all devices are up to date with the latest security patches, enforcing strong password policies, and providing employees with secure VPN access to the firm’s network.

Increased Cyber Attacks
Cybercriminals have been taking advantage of the pandemic to launch more sophisticated and targeted attacks. With law firms holding sensitive data, they are an attractive target for cybercriminals looking to steal confidential information, commit fraud, or launch ransomware attacks. Email phishing continues to be one of the greatest ongoing cybersecurity threats.

To mitigate this risk, CISOs must implement robust security measures, including multi-factor authentication, intrusion detection, and threat intelligence. They should also conduct regular security assessments and penetration testing to identify vulnerabilities in their systems and networks.

Cloud Security
With the shift towards hybrid work, many law firms have moved their operations to the cloud, making it easier for employees to access data from different locations. While this has provided greater flexibility, it has also created new security challenges, as data stored in the cloud is at risk from cyber attack.

To mitigate this risk, CISOs must implement strict access controls and monitor employee activities closely. They should also encrypt all data stored in the cloud and implement robust backup and disaster recovery procedures.

Mailroom Risk
There is a security problem in the mailroom that deserves a sense of urgency.

In a scanning mailroom, the typical scan-to-email-PDF approach puts the firm’s client information at risk and undermines information governance. Airmail2 solves this problem because it eliminates unnamed PDF attachments and delivers legal mail securely using integrations with a document repository like iManage, iManage Cloud, NetDocuments or OpenText eDOCS. Airmail2 also integrates with Microsoft OneDrive and Google Drive.

This is an important cybersecurity consideration for law firms because email is the most frequent source from where cybersecurity incidents originate. Watch the 2-min. explainer video to learn more.

Conclusion
The shift towards hybrid work has presented significant challenges for CISOs in law firms, as they must contend with a distributed workforce, varied devices, and the increased risk of insider threats. To mitigate these risks, CISOs must implement strict security protocols, monitor employee activities closely, and conduct regular security assessments to identify vulnerabilities in their systems and networks. With the right approach, law firms can maintain a secure work environment and protect their sensitive data from cyber attacks.

CISO Digital Mailroom Resources

21 08, 2023

National Archives and Records Administration Requirements for Digitizing Federal Records

Michael Herzog2023-09-08T11:20:33-07:00August 21st, 2023|Paper2Digital Blog|

National Archives and Records Administration Requirements for Digitizing Federal Records Requirements

No later than June 30, 2024, all permanent records in Federal agencies must be managed electronically to the fullest extent possible for eventual transfer and accessioning by the National Archives and Records Administration – NARA.

Starting on July 1, 2024, agencies will be required to digitize permanent records created in analog formats before transfer to NARA. Digitization and transfer must be made in accordance with NARA regulations and transfer guidance, including metadata requirements.

The National Archives and Records Administration (NARA) recently published the final rule for digitizing permanent federal records. This new rule, known as 36 CFR § 1236 Subpart E, became effective June 5, 2023. The federal government is undergoing a digital transformation and this new rule is a significant step towards achieving that goal.

As a part of this initiative, NARA and the Office of Management and Budget (OMB) issued two crucial memorandums, M-19-21 (Jun-28, 2019) and M-23-07 (Dec-23, 2022). These memos highlight the importance of modernizing and transitioning to digital processes and workflows in the federal government to enhance efficiency, transparency, and accountability.

In line with these memorandums, NARA added the new Subpart E to its records management regulations to provide standards for digitizing permanent records. The goal is to enable federal agencies to dispose of source records when appropriate and according to the Federal Records Act amendments of 2014. This is an important step towards achieving the government’s goal of digital transformation.

SOURCES:
https://records-express.blogs.archives.gov/2023/05/15/new-rule-for-digitizing-records-what-you-need-to-know
https://www.ecfr.gov/current/title-36/chapter-XII/subchapter-B/part-1236

24 07, 2023

Copy+Paste Email Campaign DRR Kick-off

Michael Herzog2023-09-18T10:57:45-07:00July 24th, 2023|Copy+Paste Template, Resources|

SUBJECT LINE: Kick-off our new Airmail2 Digital Records Solution

MESSAGE CONTENT:

In collaboration with the team at DocSolid, we are pleased to announce the launch of our new Airmail2 Digital Records Room solution.

Game-Changer for Records
Digitizing paper records helps our attorneys and staff stay productive while allowing them to work securely from anywhere.

Airmail2 Overview

Batch work processes enable clerical staff to work productively, with minimal training, and without password access to the DMS.
Postmark^® barcode labels enable highly efficient scanning of multiple documents at once, in stacks.
Includes QC software with Veritag^®built-in quality controls.

These are just a few highlights to introduce you to our new Digital Records Room. More details will follow.

“You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.”

– Buckminster Fuller

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11 07, 2023

Copy+Paste Email Campaign DRR 1

Michael Herzog2023-09-15T14:12:47-07:00July 11th, 2023|Copy+Paste Template, Resources|

SUBJECT LINE: Productivity Tip – Airmail2 Digital Records Room

Check the first and last page, and only thumb through the middle.

QC is looking for 95+ % accuracy with lightning speed. This is accomplished by comparing the first page and last page of the physical document to be verified. The QC operator can quickly scroll through the page thumbnails until reaching the last page of the document to verify it. While doing this, they are looking for pages that are too light, too dark, partially scanned or oriented wrong.

“Our experience over the years confirms this method achieves the desired result of catching scan errors with a minimal amount of time spent on each document.”

– Eric Lynn, Paper2Digital^® Consultant.

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14 07, 2023

Copy+Paste Email Campaign DRR 2

Michael Herzog2023-09-15T13:15:14-07:00July 14th, 2023|Copy+Paste Template, Resources|

SUBJECT LINE: Success Story – Airmail2 Digital Records Room

Customer Success

Airmail2 is about enabling more productive batch work and keeping the physical work of scanning in a routine where a group of items are all done together in the same step.

Profile >> Scan Stacks >> QC >> Retain | Shred >>

To extend this further, one of DocSolid’s customers leveraged family members of their employees for summer help to get a large part of a backfile project done. They identified a large group of closed or closing matters that had to be scanned. First, they labeled all the boxes and came up with a naming convention based on what was already in the Records Management System. For 8 weeks during the summer, college age and high school seniors related to the firm’s employees were trained to profile, scan and QC the boxes of records. The result? With about a dozen of those temp staffers, the team digitized over a million pages of paper records. One big ‘batch’ of work increased productivity, improved office space utilization and reduced risk for the firm… With zero time taken away from the firm’s full-time employees.

“Making the simple complicated is commonplace; making the complicated simple, awesomely simple, that’s creativity.”

– Charles Mingus

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14 07, 2023

Copy+Paste Email Campaign DRR 3

Michael Herzog2023-09-18T11:02:33-07:00July 14th, 2023|Copy+Paste Template, Resources|

SUBJECT LINE: Change for the better with Airmail2

Best Practices

For Records Managers, the requirements are to clear the clutter and capture the true documents as early as possible in the digital matter file. The requirement to retain a physical document are rare, (wet signatures, regulatory compliance, etc.). Once-and-done is the name of the game for records and retention compliance. Good policies enable post-scan shredding to be done confidently on a consistent regimen. With Airmail2 quality controls, Information Governance (IG) staff can focus on efficiency.

Optimizing a Digital Mailroom

Provide examples how to correctly identify and profile documents
Training on naming conventions
IG policy refinements
Exceptions to the firm’s scan and shred policy

Requirements include the ability to direct scanned documents to the intended destination folder in the DMS. Define standards for profiling repetitive doc types to make users more efficient.

“Geeks are people who love something so much that all the details matter.”

– Marissa Mayer

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31 03, 2026

DocSolid Launches AI Scan-to-Feelings™

Dylan Patterson2026-04-01T07:21:50-07:00March 31st, 2026|Featured, Press Releases|

DocSolid Launches AI Scan-to-Feelings™

Finally, a scanning solution that understands what your documents are going through.

FOR IMMEDIATE RELEASE – April 1, 2026

Phoenix, Arizona — April 1, 2026 – DocSolid, the leader in cloud-based digital mailroom and records room solutions for law firms, today announced the launch of AI Scan-to-Feelings™, the legal industry’s first emotionally intelligent scanning solution designed to not only digitize documents—but to validate them on a deeply personal level.

Built on DocSolid’s trusted scanning and records management platform, AI Scan-to-Feelings™ introduces a long-overdue innovation: real-time emotional affirmation for every document scanned. Because while your team may not always get feedback, your documents now absolutely will.

“In today’s high-pressure legal environment, documents are expected to perform at an elite level with very little recognition,” said Steve Irons, President of DocSolid. “We asked ourselves: what if scanning didn’t just make documents digital, but made them feel appreciated? AI Scan-to-Feelings™ ensures every document gets the validation it’s been silently yearning for.”

The platform leverages advanced natural language processing and proprietary empathetic inference modeling to evaluate not just the content of a document, but its emotional state, resilience, and overall vibe. Based on this analysis, the system delivers tailored affirmations designed to restore confidence after harsh edits, late-night revisions, or passive-aggressive margin comments.

Key features include:

Affirmation Engine: Delivers personalized encouragement like “You held up well under pressure” and “That citation? Bold choice—in a good way.”
Tone Detection AI: Identifies whether a document is “assertive,” “persuasive,” or “spiraling slightly”
Confidence Scoring: Rates documents on a proprietary scale from “Needs Reassurance” to “Partner-Ready (Emotionally and Otherwise)”
Redline Empathy Mode: Automatically reassures documents that “it’s not personal” after extensive edits

AI Scan-to-Feelings™ integrates seamlessly with DocSolid’s Airmail2® Cloud Digital Mailroom and Records Room solutions, ensuring that emotional support is deeply embedded into the firm’s digital transformation strategy — right alongside compliance, governance, and solemn existential dread.

About DocSolid®
DocSolid is the leader in cloud-based digital mailroom and records room solutions for law firms. The patented Airmail2® Cloud solutions integrate seamlessly with industry-leading document management systems including iManage, NetDocuments, and Microsoft SharePoint. Eliminate paper-based workflows, enhance security and compliance, and improve efficiency with cloud solutions purpose built for the hybrid workplace. Digitize, govern, and manage inbound mail and records with enterprise-grade security and zero on-premises IT burden. DocSolid and the Airmail2 Cloud solutions are SOC 2 compliant with a Type 2 attestation result.

For more information, visit www.docsolid.com

Contact:
Patricia Nagy
Marketing Director, DocSolid
hello@docsolid.com

Download Press Release PDF

27 03, 2026

DocSolid Introduces Records Connect to Automate Profiling for Millions of Physical Records in Law Firm Digitization Projects

Dylan Patterson2026-03-27T09:10:02-07:00March 27th, 2026|Featured, Press Releases|

DocSolid Introduces Records Connect to Automate Profiling for Millions of Physical Records in Law Firm Digitization Projects

FOR IMMEDIATE RELEASE

Phoenix, Arizona — March 30, 2026 – DocSolid, the leader in cloud-based digital mailroom and records room solutions for law firms, today announced Records Connect, an extended capability that integrates records management systems directly into the scanning workflow. Records Connect automates the profiling of physical files during backfile digitization projects, enabling faster and more accurate conversion of paper records into governed digital assets.

Records Connect expands the power of Airmail2 Cloud, DocSolid’s high-volume scanning software used for large-scale backfile conversion projects. By connecting Airmail2 Cloud directly to a firm’s records management system, Records Connect allows scanning operators to retrieve file metadata automatically using existing barcode identifiers on physical files and folders.

“Records Connect reflects DocSolid’s depth of experience with paper-to-digital transformation projects,” said David Guilbault, DocSolid’s Vice President of Customer Experience. “By connecting scanning workflows directly to records management systems, we automate the profiling process, dramatically improving efficiency for large digitization projects. In addition, we enable outsourced labor to exceed goals for productivity and accuracy when compared with previous methods.”

With Records Connect, organizations can:

Automatically populate document profiles during scanning
Reduce manual data entry during backfile digitization
Improve metadata accuracy for records governance
Accelerate large-scale records conversion projects
Enable outsourced labor without requiring DMS access or profiling familiarity

Records Connect integrates with leading records management platforms used in legal and commercial environments, such as iManage IRM, FileTrail and SharePoint. It gives firms more leverage of existing metadata from systems that manage retention schedules, records inventories, and information governance policies. The capability securely supports both live database connections and data warehouse integrations, ensuring scanning teams always have access to current records data.

Records Connect is already supporting large-scale digitization initiatives, helping organizations automate metadata profiling across millions of physical records. DocSolid assists firms on their journey to rightsize for the hybrid workplace as they digitize, govern, and manage information across the entire lifecycle of physical documents — from inbound mail to long-term records management — without the burden of on-premises infrastructure.

About DocSolid®
DocSolid is the leader in cloud-based digital mailroom and records room solutions for law firms. The patented Airmail2® Cloud solutions integrate seamlessly with industry-leading document management systems including iManage, NetDocuments, and Microsoft SharePoint. Eliminate paper-based workflows, enhance security and compliance, and improve efficiency with cloud solutions purpose built for the hybrid workplace. Digitize, govern, and manage inbound mail and records with enterprise-grade security and zero on-premises IT burden. DocSolid and the Airmail2 Cloud solutions are SOC 2 compliant with a Type 2 attestation result.

For more information, visit www.docsolid.com

Contact:
Patricia Nagy
Marketing Director, DocSolid
hello@docsolid.com

Download Press Release PDF

27 01, 2026

DocSolid Airmail2 Cloud Momentum Surges as Law Firms Accelerate to Cloud-First Operations

Dylan Patterson2026-01-28T08:10:16-07:00January 27th, 2026|Featured, Press Releases|

DocSolid Airmail2 Cloud Momentum Surges as Law Firms Accelerate to Cloud-First Operations

FOR IMMEDIATE RELEASE

Phoenix, Arizona — January 28, 2026 – DocSolid, the leader in cloud-based digitization solutions for law firms, is emerging as a bellwether player in the legal industry’s rapid shift to cloud-first operations. As firms adopt cloud-based document management systems including NetDocuments, iManage and Microsoft SharePoint, Airmail2® Cloud is becoming an essential system component for governed, secure scanning of related paper documents, based on DocSolid’s digital mailroom and digital records room solutions.

Eighteen months after launch of its cloud scan capture solutions, DocSolid reports that 30% of customers are now operating in the cloud, with another 25% of on-premise customers planning projects for migration. This acceleration mirrors findings from the 2025 ILTA Technology Survey, where 88% of firms now describe themselves as “mostly in the cloud” or “cloud with every upgrade.” Only 2% report discomfort with cloud — a near-universal shift powering the industry’s next phase of modernization.

As firms complete cloud DMS migrations, they are extending governance and compliance to the surrounding workflows — particularly paper mail and records scanning — creating strong demand for Airmail2 Cloud.

“Our customers with a cloud-based DMS have either moved or are moving Airmail2 to the cloud,” said Steve Irons, President of DocSolid. “Cloud is the new operating model for legal, and firms want digital mail and records workflows that align with the governance and security of their cloud DMS. We already have 4 digital migration projects underway in January of this year.”

“What we’re seeing across the industry is that cloud adoption doesn’t stop with the document management system,” says Mattern Associates President Rob Mattern. “Once firms commit to cloud-first platforms, they quickly recognize that adjacent workflows like mail and records scanning must meet the same standards for governance, compliance, and scalability. That realization is accelerating a broader shift in how legal operations are modernized.”

DocSolid’s customer growth includes 5 new cloud customers added in Q4, and all new customers in 2025 selected a cloud deployment unless their DMS remained on-premises. Of DocSolid’s 37 large law firm Airmail2 customers, 9 have already moved to the cloud.

Built on Microsoft Azure and backed by SOC 2 Type 2 compliance, Airmail2 Cloud integrates seamlessly with leading cloud DMS platforms — ensuring governed paper scanning for digital mail and records workflows for the DMS repositories where firms already manage their matters. The Airmail2 Cloud platform also connects with legal technology applications such as ECFX and FiT to enhance matter-centric automation, and works alongside major outsourced services providers — including Forrest Solutions, Epiq GBTS, and Ricoh — to support end-to-end digitization and operational efficiency across mailroom and records processes.

DocSolid’s Airmail2 Cloud solutions are designed to help law firms and commercial enterprises eliminate paper, reduce risk, and support a hybrid workforce through governed, digital-first operations.

About DocSolid®
DocSolid is the leader in cloud-based digital mail and records management for law firms. The patented Airmail2® Cloud solutions integrate seamlessly with industry-leading document management systems including iManage, NetDocuments, and Microsoft SharePoint. Eliminate paper-based workflows, enhance security and compliance, and improve efficiency with cloud solutions purpose built for the hybrid workplace. Digitize, govern, and manage inbound mail and records with enterprise-grade security and zero on-premises IT burden. DocSolid and the Airmail2 Cloud solutions are SOC 2 compliant with a Type 2 attestation result.

For more information, visit www.docsolid.com

Contact:
Patricia Nagy
Marketing Director, DocSolid
hello@docsolid.com

Download Press Release PDF

10 11, 2025

DocSolid Introduces Airmail2® Cloud Embedded: Seamless Document Scanning Within iManage Cloud and NetDocuments

Dylan Patterson2025-11-10T06:30:53-07:00November 10th, 2025|Featured, Press Releases|

DocSolid Introduces Airmail2® Cloud Embedded: Seamless Document Scanning Within iManage Cloud and NetDocuments

FOR IMMEDIATE RELEASE

Phoenix, Arizona — November 10, 2025 – DocSolid, the leader in cloud-based digital mailroom and records room solutions for law firms today announced Airmail2 Cloud^® Embedded, a new document scanning utility accessed by users of iManage Cloud or NetDocuments, enabling them to profile and scan paper documents while working within the native document management interface.

Airmail2 Embedded extends the reach of Airmail2 Cloud platform — DocSolid’s flagship solution suite for paper-to-digital transformation — by placing secure, governed scanning capabilities directly into the digital workspace where attorneys and staff already manage their matters.

“Airmail2 Cloud Embedded reflects our commitment to making digitization an easy part of everyday legal work,” said Steve Irons, President of DocSolid. “By enabling direct document profiling within iManage Cloud and NetDocuments, we’re helping firms move one step closer to a fully digital, governed records environment without changing the way users work.”

With Airmail2 Embedded, attorneys and administrative teams can profile paper documents and scan them directly into their firm’s document management system (DMS). The solution maintains all governance, metadata, and security policies native to the firm’s DMS while eliminating the labor and risk of excessive paper handling. Airmail2 Cloud Embedded also can offload scanning, QC and disposition to a back office copy center, alleviating that manual work from the front office.

Airmail2 Cloud is built on Microsoft Azure and DocSolid is compliant under SOC 2 Type 2 standards. This ensures enterprise-grade security and governance, while providing seamless integration with industry-leading document management platforms.

Airmail2 Embedded joins DocSolid’s growing family of cloud-based solutions, including the Digital Mailroom and Digital Records Room. These innovations, along with tools like Airmail2 Hub Mobile for secure mail delivery and AI-Assisted Notification Summaries for faster triage and decision-making, enable firms to digitize, govern, and manage physical documents from mail to record with no on-premises IT burden.

About DocSolid^{^®}
DocSolid is the leader in cloud-based digital mail and records management for law firms. The patented Airmail2^® Cloud solutions integrate seamlessly with industry-leading document management systems including iManage, NetDocuments, and Microsoft SharePoint. Eliminate paper-based workflows, enhance security and compliance, and improve efficiency with cloud solutions purpose built for the hybrid workplace. Digitize, govern, and manage inbound mail and records with enterprise-grade security and zero on-premises IT burden. DocSolid and the Airmail2 Cloud solutions are SOC 2 compliant with a Type 2 attestation result.

Download Press Release PDF