Batch Scanning to iManage

10 11, 2021

DocSolid President, Steve Irons, Named as Entrepreneur to Follow 2021 for Airmail2 Digital Mailroom and Digital Records Room Solutions, Industry Wired

2022-03-29T09:47:35-07:00November 10th, 2021|Press Releases|

DocSolid President, Steve Irons, Named as Entrepreneur to Follow 2021 for Airmail2 Digital Mailroom and Digital Records Room Solutions, Industry Wired

PHOENIX, AZ – (November 11, 2021) – DocSolid, the legal technology experts for enterprise scanning, workflow and paper reduction solutions, today announces company President, Steve Irons, has been named as an Entrepreneur to Follow in 2021 for the Airmail2 Digital Mail and Digital Records Room solutions by Industry Wired magazine.

When the pandemic sent the law firm workforce into home offices, it was critical for the attorneys to receive sensitive client information that was arriving by postal mail to their home offices. DocSolid quickly realized that a best practice digital mailroom was needed at every law firm.

The DocSolid team went to work aggressively and delivered its market leading software, Airmail2 Digital Mailroom in record time. DocSolid went through a rapid, formal product management process, talking to the customers, prospects, and partners. In just over two months, the team had its first version of software running, then released a customer-ready version as MVP (Minimum Viable Product).

Steve Irons comments: “I am proud of how our company pivoted during tough times to create and focus on the new, long term needs of our law firm partners. DocSolid’s team to completely changed our business focus to create an impact solution supporting a law firm’s hybrid work model.”

Airmail2 Digital Mailroom now solves the critical problem of digital daily mail delivery in the permanent model of hybrid law firm operations. This forward-thinking, best of breed solution provides direct delivery of scanned postal mail to firms’ document management systems (DMS), where sensitive information can be properly secured, governed, and processed. This approach overcomes the unsecure and unproductive methods of scan to email attachments. Attorneys, practice groups and administrative operations can set automated distribution rules for inbound mail items, matching the firm’s workflow preferences.

The companion solution, Airmail2 Digital Records Room, is a firm-wide system of software and workflow  to digitize paper records to iManage. Airmail2 Digital Records Room replaces paper file rooms to facilitate real estate reduction plans and enables efficient digital delivery of file requests for attorneys working from home.

“Today, the Airmail2 Suite is DocSolid’s comprehensive solution to help firms securely, reliably and efficiently deliver legal documents to a distributed workforce and to socially distanced in-house teams,” said Steve Irons.  “Together, Digital Mailroom and Digital Records Room drive matter governance and eliminate the cost and risk of paper records. In these times Airmail2 enables digital transformation for law firms.”

Learn more about Airmail2 Digital Mailroom and Digital Records Room here.

About DocSolid®

DocSolid creates, sells and supports Paper2Digital® solutions for optimized scanning, printing, and shredding. These patented solutions are enterprise-level implementations deployed with unmatched consulting expertise to reduce the costs, risks and inefficiencies of paper records for leading law firms and corporate legal departments. Thousands of users worldwide rely on DocSolid powered workflows integrated with iManage, NetDocuments, OpenText eDOCS, Worldox, SharePoint, Thomson Elite, Aderant, Filetrail, LegalKey and Chrome River. For more information, please visit www.docsolid.com.

Learn more about Steve Irons’ Feature in Industry Wired here.

Airmail2 is iManage Universal API Certified
21 09, 2021

DocSolid Airmail2 Digital Mailroom and Digital Records Room Certified Under iManage Universal API

2022-03-29T09:48:35-07:00September 21st, 2021|Press Releases|

DocSolid Airmail2 Digital Mailroom and Digital Records Room Certified Under iManage Universal API

Airmail2 Digital Mailroom and Digital Records Room Now Compatible with Work 10 Cloud Systems

PHOENIX, AZ – (September 21, 2021) – DocSolid, the legal technology experts for enterprise scanning, workflow and paper reduction solutions, today announces the Airmail2 Suite, including the Digital Mailroom and Digital Records Room solutions, has achieved certification under the iManage Universal API, enabling compatibility with iManage Work 10 Cloud. DocSolid is among the first of the hundreds of iManage technology partners to have achieved the Universal API certification across its entire product line.

Airmail2 Digital Mailroom was engineered from the ground up to solve the critical problem of digital daily mail delivery in hybrid law firm operations. This forward-thinking, best of breed solution provides direct delivery of scanned postal mail to firms’ iManage document management system (DMS), where sensitive information can be properly secured, governed and processed within the existing iManage facilities. This approach overcomes the unsecure and unproductive methods of scan to email attachments.

The companion solution, Airmail2 Digital Records Room, is a firm-wide system of software and workflow to digitize paper records to iManage. Airmail2 Digital Records Room replaces paper file rooms to facilitate real estate reduction plans and enables efficient digital delivery of file requests for attorneys working from home.

Airmail2 Digital Mailroom and Digital Records Room are tightly integrated with iManage DMS, yet operators do not have iManage logins or direct access. Airmail2 software front ends iManage, providing browser-based applications for mail and records workflows, while performing the integrated DMS connections for mail and records processing using server-side APIs.

Airmail2 solutions were built for the new hybrid law firm workforce, designed specifically for these new security, governance and productivity requirements:

  1. Certified DMS integrations for iManage, adaptable to specialized client configurations
  2. DMS mapping so that operators can perform profiling without having a DMS login
  3. RMS integrations to extract data from existing bar codes on physical matter files for inventory and profiling
  4. Quality controls for comprehensive QC workflows to ensure confident shredding and disposition
  5. Administrative and monitoring tools – help desk, dashboard, audits, reporting
  6. Stable deployment – enterprise-class server and security regimes, Web-based clients, mature DMS integrations and universal scan device support

“DocSolid’s Airmail2 is a timely technology that meets our evolving requirements and best practices for a digital mailroom and digital records room,” said Jason Landers CIO at Drew Eckl & Farnham. “Digital transformation is key to our business objectives now and moving forward, and we are satisfied that the Airmail2 Suite productively moves paper into our digital processes and disciplines so that we can leverage our investment in iManage.”

“The Airmail2 Suite is DocSolid’s comprehensive solution to help firms securely, reliably and efficiently deliver legal documents to a distributed workforce and to socially distanced in-house teams,” said Steve Irons, President of DocSolid. “Digitizing paper records has a new, clarified ROI – real estate reduction. Together, Digital Mailroom and Digital Records Room drive matter governance from iManage and eliminate the cost and risk of paper records. In these times Airmail2 lights up a digital transformation for iManage users.”

“With the vast adoption of remote working, a connected digital experience has taken on even greater importance to help legal organizations and other professional services firms securely manage the fluidity, efficiency and outcomes of their processes,” said Dean Leung, Chief Customer Officer, iManage. Airmail2 from DocSolid drives firms in their digital transformation by systematically digitizing the paper of daily mail and matter files, allowing firms to tap into workflow, search, security and anytime, anywhere access enabled by their iManage DMS.”

Learn more about Airmail2 Digital Mailroom and Digital Records Room here.

Airmail2 is iManage Universal API Certified
8 09, 2021

DocSolid Announces General Availability of Airmail2 Digital Records Room

2021-09-08T08:57:43-07:00September 8th, 2021|Press Releases|

DocSolid Announces General Availability of Airmail2 Digital Records Room

Successful Rollouts Across Early Adoption Firms in AM Law 200

PHOENIX, AZ – (September 8, 2021) – DocSolid, the legal technology experts for enterprise scanning, workflow and paper reduction solutions, announces general availability of Airmail2 Digital Records Room after successful implementation and roll outs in key Am Law 200 early adoption program firms.

Airmail2 Digital Records Room is a firm-wide system of software, workflow and firm services to digitize paper records to the DMS (including iManage or NetDocuments). A best-of-breed solution, Airmail2 Digital Records Room replaces paper file rooms, enables real estate compression and delivery of file requests for attorneys working from home to ultimately stop the flow of paper records to offsite storage.

The legal sector is predicted to downsize its real estate needs on average 10% to 30% according to Cushman and Wakefield, a tremendous savings opportunity for firms’ second largest overhead expense (roughly 6-8% of gross revenue). Law firms need a digital records room to eliminate the costly footprint required for paper file storage rooms to optimize this opportunity for real estate reduction.

Interdependent with real estate reduction is the permanent and active trend of enabling a hybrid workforce workflow. The vast majority (76%) of attorneys prefer the continuance of work from home, and the Cushman and Wakefield Bright Insights 2021 report confirms a majority of firms will have staff working remotely for a minimum of two days a week, with most firms (76%) incorporating aspects of hoteling for a population of their attorneys.

A hybrid workforce of in-house and at-home attorneys cannot be supported securely or efficiently when records room workflows are paper-based. Clients expect their law firms to be productive and secure, but attorneys cannot be productive when file requests can take hours or days.  Attorneys using paper files in their home offices simply isn’t a sustainable practice.

Airmail2 Digital Records Room runs bulk backfile conversion projects and provides a day-forward operation for keeping file rooms digital. While file rooms and offsite storage are being eliminated, Airmail2 services file requests for in-home and in-office workers by scanning to the DMS, then sending smart notifications of delivery in minutes.

Airmail2 is designed specifically for the records room scan capture requirements in a law firm, with focus on productivity, flexibility and process integrity that includes:

  1. Certified DMS integrations for iManage and NetDocuments, adaptable to specialized client configurations
  2. DMS mapping so that operators can perform profiling without having a DMS login
  3. RMS integrations to employ existing bar codes on matter files for inventory and profiling
  4. Quality controls for comprehensive QC workflows to ensure confident shredding and disposition
  5. Administrative and monitoring tools – help desk, dashboard, audits, reporting
  6. Stable deployment – enterprise-class server and security regimes, Web-based clients, mature DMS integrations and universal scan device support

Airmail2 Digital Mailroom, the companion solution for secure, digital delivery of daily mail to keep employees productive wherever they work, was released Q4 2020.

“Digitizing paper records has a new, clarified ROI – real estate reduction,” said Steve Irons, President of DocSolid. “Airmail2 Digital Records Room optimizes a backfile scanning project to digitize existing paper files and lets a firm service home workers with digital file deliveries through the DMS. Law firm planners can now include reduction of the paper footprint as part of the real estate strategy.”

To learn more about how and why firms are building digital records rooms, download our white paper here.

Learn more about Airmail2 Digital Records Room here.

14 07, 2021

DocSolid White Paper “Law Offices Get Smaller, Records Rooms Get Digital” 

2021-07-14T06:53:08-07:00July 14th, 2021|Press Releases|

DocSolid White Paper “Law Offices Get Smaller, Records Rooms Get Digital”

PHOENIX, AZ – (July 14, 2021) – DocSolid, the legal technology experts for enterprise scanning, workflow and paper reduction solutions, announces the white paper, “Law Offices Get Smaller, Records Rooms Get Digital,” is now available.  Law firms are facing a tremendous opportunity to reduce real estate, but paper-based records rooms are an obstacle to this.  DocSolid’s VP of Customer Success, David Guilbault, helps law firms understand how to eliminate their paper-based records rooms in this free, white paper available here.

Real estate is the second biggest expense for a law firm. As firms strategize real estate compression plans, eliminating floor space required for records rooms and ad hoc paper file storage is key. Not only that, but the new hybrid workforce of in-house and at-home attorneys cannot be supported securely or efficiently when records room workflows are paper-based.

The DocSolid white paper, “Law Offices Get Smaller, Records Rooms Get Digital” outlines a digital records room strategy and implementation plan. A digital records room is a firm-wide system of software, workflow and services, to digitize paper records to the DMS (including iManage or NetDocuments), replacing paper file rooms.

Jamie Blomquist, CIO at Maslon, comments: “There are essentially three use cases for transitioning to a Digital Records Room: reduce costs by reducing the footprint of paper so we can optimize our office space for higher value work; improve productivity and help attorneys have anywhere access to their files; and lastly, driving our paper files into one centralized DMS file helps us govern and reduce risk better.”

 

The white paper includes insights from information governance and records professionals and details IG and security requirements for a best practice digital records room such as:

  1. Tight DMS / RMS integration with leading industry platforms such as iManage, NetDocuments and FileTrail
  2. Vendor DMS expertise and solution flexibility so that a firm’s DMS customizations can be accommodated
  3. In-house and outsourced staff empowered with DMS profiling-scanning capability without DMS logins
  4. Enterprise software that matches a firm’s security regime
  5. Avoidance of scan-to-email attachments or new operating repositories
  6. Built-in auditing of the overall capture process, down to the document level
  7. Paper document disposition-retention-shredding built into the process
  8. Ability to segregate processes for confidential content e.g., HR documents

“Information governance professionals have long advocated for electronic records. Previously this was driven by the governance and security of sensitive client information. Now, the business case of real estate reduction has transformed this desire into a necessity. We are thrilled to provide the technology enabling this vital operation and helping our customers achieve success,” adds David Guilbault, VP of Customer Success at DocSolid.

For more information about the DocSolid white paper, “Law Firms Get Smaller, Records Rooms Get Digital” go here.

28 06, 2021

Law Firms Go Hybrid, Records Rooms Go Digital White Paper by DocSolid

2025-02-06T12:28:14-07:00June 28th, 2021|Featured, White Papers and Articles|

Law Firms Go Hybrid,
Records Rooms Go Digital
Free White Paper 2nd Ed.

  • Eliminate the firm’s paper footprint for real estate optimization

  • Keep attorneys and staff productive wherever they work

  • Stop the flow of paper records to offsite storage

Now is the time for the Paper2Digital® transformation firms have been delaying. Law firms today are presented with two key transformational catalysts:

  1. Attorneys have embraced technology and digital skills to enable their work from home preferences.
  2. Firm office lease expenses can be greatly reduced in conjunction with a smaller in-office workforce.

Customer Success

“There are essentially three use cases for transitioning to a Digital Records Room: reduce costs by reducing the footprint of paper so we can optimize our office space for higher value work; improve productivity and help attorneys have anywhere access to their files; and lastly, driving our paper files into one centralized DMS file helps us govern and reduce risk better.”

– Jamie Blomquist, CIO at Maslon

Customer Success

“The Digital Records Room was a key component of building a truly comprehensive information governance environment.”

– Deb Rifenbark, CIGO, IGP, CRM, Director of Information Governance, Stinson LLP

Fill out this form for immediate, complimentary access to this white paper

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28 04, 2021

ALA Webcast May 4, 2021 Sign-up Here

2021-11-01T11:34:42-07:00April 28th, 2021|Events and Conferences|

Webinar Sign-up

Date: May 4, 2021
Time: 12:00pm EDT

How to Create a Digital Mailroom + Records Room

ALA Business Partner - DocSolid

DESCRIPTION:

Learn how to create a Digital Mailroom and a Digital Records Room with your existing document management system using Airmail2. Daily mail is mission critical with confidential and time-sensitive client information. Digitizing the records room is an essential part of firms’ reducing their real estate footprint.

Law firms are uniquely dependent on inbound paper documents from clients, courts, opposing counsel and research efforts. Some of these paper items mandate a calendared response, or contain sensitive client information or crucial matter content.

Learning Objectives

  1. 7 reasons digital mail is essential for a distributed workforce
  2. Optimize daily mail workflows with a batch process into the DMS
  3. Smarter office real estate compression with a digital records room

Webinar Co-sponsored by Canon USA

22 02, 2021

DocSolid Announces “7 Reasons to Upgrade to a Digital Mailroom Operation” White Paper Now Available

2021-02-23T08:09:19-07:00February 22nd, 2021|Press Releases|

DocSolid Announces “7 Reasons to Upgrade to a Digital Mailroom Operation” White Paper Now Available

PHOENIX, AZ – (February 23, 2021) – DocSolid, the legal technology experts for enterprise scanning, workflow and paper reduction solutions, announces the white paper, “7 Reasons to Upgrade to a Digital Mailroom Operation,” is now available.  Complimentary access is provided here.

With a distributed workforce, law firms have specific, critical needs for digital delivery of legal mail, specifically DMS integration, efficiency, reliability and security.  As the “New Normal: becomes the “Normal Now,” law firms must migrate to sustainable, digital solutions.

Airmail2 by DocSolid is engineered from the ground up to solve the productivity and information security requirements of law firms by providing direct delivery of postal mail to the firm’s document management system (DMS), where sensitive information can be protected and governed by the DMS best practices.

The industry white paper, “7 Reasons to Upgrade to a Digital Mailroom Operation,” highlights include:

  • Requirements for Digital Mailroom Operation
  • Scan to Email Won’t Cut It
  • Assess the Current Mailroom Operation

Download the white paper here.

Airmail2 by DocSolid enables clerical operators with minimal training and without login access to the DMS to scan, QC, and directly deliver postal mail in electronic form to the firm’s DMS of choice.  DocSolid’s Airmail2 Digital Mailroom provides:

DocSolid Postmark Stamp Dispenser for Airmail2 Digital Mailroom

Self-adhesive barcoded Postmark stamps offer a familiar postal mail metaphor to simplify the work and enable scanning stacks of mail all at once.
Supplied in 100 ct. rolls.

  • Scanned mail delivery to iManage and other DMS systems
  • DMS matter lookups when full profiling is required
  • Mapped mail delivery to attorneys and legal assistants with automated notifications
  • Batch workflows for productive alignment with legal office staffing resources
  • Internet hosted or on-premise deployment

 “As law firms transition from crisis management to long-term solutions for the Normal Now, a crafted Digital Mailroom is essential. Inbound legal mail needs to get in the DMS, not the email system where it is delayed and exposed. We’re pleased to offer this guide to the industry to help them with this critical transformation,” said Steve Irons, CEO of DocSolid. 

3 02, 2021

Sterne Kessler Adopts DocSolid® Airmail2® Suite: Digital Mailroom and Digital Records Room for iManage Work 10

2021-02-05T07:41:26-07:00February 3rd, 2021|Press Releases|

Sterne Kessler Adopts DocSolid® Airmail2® Suite: Digital Mailroom and Digital Records Room for iManage Work 10

PHOENIX, AZ – (February 3, 2021) – DocSolid, the legal technology experts for enterprise scanning, workflow and paper reduction solutions, announces NLJ 500 firm, Sterne Kessler Goldstein & Fox has implemented the Airmail2 Digital Mailroom and companion Digital Records Room for direct delivery of daily mail and matter files to the firm’s document management system, iManage Work 10.

Productivity for both home and in-office workers is a high priority as firms transition from the unexpected challenges of 2020 to the “Normal Now” of 2021. Paper-free workflows and real estate compression strategies are central to this; however, neither remote work nor real estate compression can be achieved without the digital transformation of mailroom and Records Room processes.

DocSolid’s Airmail2 Digital Mail + Records Suite transforms a firm’s paper-based mailroom and Records Room functions into streamlined, digital operations supporting work-from-home and return-to-office strategies. The Airmail2 Suite provides scanned delivery of sensitive and time-dependent mail and file requests via the document management system (DMS), enabling firms to govern, secure, and distribute information efficiently, per policy and individual client guidelines.

“We have re-vamped our scan capture solution set with DocSolid and Airmail2,” said Shawn Mitkowski, CIO at Stern Kessler. “The operational productivity, tight iManage integration, and innovative roadmap of the Airmail2 system drives our firm’s digital transformation.”

“To be efficient, secure and always-on for our clients, Sterne Kessler needs attorneys work-ready at home or back in the office,” said Robert Burger, COO at Stern Kessler. “That means we need to be digital. DocSolid’s new Airmail2 solutions are built for these times, to move paper into our digital processes and disciplines.”

“Sterne Kessler already had sharpened digital ambitions,” said Steve Irons, President of DocSolid. “With our new Airmail2 Suite, they now operate a Digital Mailroom and a Digital Records Room, cranked up in productivity, security and process quality. We’re honored to take the field with them.”

The Airmail2 Digital Mailroom enables clerical operators with minimal training and without login access to the DMS to scan, QC, and directly deliver postal mail in electronic form to the firm’s DMS of choice.

The Airmail2 Digital Records Room builds a digitization project to convert paper records for storage in the document management system, so that firms can downsize their office real estate footprint, and deliver requested files digitally for home workers.

Both systems provide:

    • Scanned mail and file integration with iManage and other DMS systems
    • Mapped mail and file delivery to recipients and proxies with custom notifications
    • DMS matter integration for search, profiling and storage, but operators don’t have DMS logins
    • Built-in quality controls to ensure confident shredding
    • Batch workflows for productive and flexible alignment with staffing resources
    • Simple deployment with Web-based clients, pre-built DMS integrations and universal scan device support

1 02, 2021

Makeshift Mail Scanning – A Fire Drill on the Verge of a Train Wreck?

2021-02-01T11:22:02-07:00February 1st, 2021|Paper2Digital Blog|

Law firms were forced to develop new habits to handle work during the pandemic. Physical mail delivery is no exception. Some solutions were carefully thought out, but like many problems solved at the start of the ‘stay at home’ orders, many are still running in the same way as when they got cobbled together as an emergency response. Just for fun let’s take a look at some of the fire drill mail delivery routines we have come across that were hurriedly put in place.

Our point, of course, is to shed light on the fact that your law firm cannot keep operating in emergency response mode when it comes to processing mail. The daily mail is essential to a law firm because much of it is matter related and response times often have absolute due dates. For law firms operating with a distributed workforce, all those paper records arriving at the main office create bottlenecks that slow productivity and create other inefficiencies.

Multi-national Law Firm 1. Dropping scanned mail to a folder on the network – quick and dirty right? Well those of us in IG have been battling unstructured file share repositories for years, yet here is another one! First there is no way to notify you when you specifically receive new mail, so all the employees in the firm have to be notified at once when the mail scanning work is completed. This means, you get notified via email every day, whether you have new mail that requires your attention, or not. Important mail gets processed out of these folders maybe making it into the DMS where it ultimately belongs- and some legal assistants are good at doing duplicate file clean up, but it is basically a redundant repository accumulating matter related documents on a regular basis as it competes with the intended official repository for matter files in the document management system. 

US AMLAW 200 Law Firm 2. This stuff is important! Let’s get executives involved. Everyone was safely sent to work at home or furloughed, but after several important client mailings and invoices were missed, something had to be done quickly. Emergency commandment: hire couriers to deliver the postal mail to the senior managers at  home. Executives sorting firm mail in their kitchens! A new job skill for law firm executives. If the courier logistics were not enough, the sorted mail gets couriered again, or may be scanned at home. All of these operational gymnastics are just to to achieve the simple, but essential, task of getting your firm’s postal mail to the intended recipient.

Yet Another Firm 3. once a makeshift scan-to-email solution was in place, the attorneys complained 1) excess notifications filling up his precious email inbox with scans of items that mostly have already been received, 2) Delivering the physical mail after the scan to the practice area anyway – just in case. Great, so your legal assistants and partners are doing double work to sort the mail. Good luck accounting for all that in time and billings, 3) Attorneys and associates missed their ‘grey mail’ too. Though this was not business-critical correspondence, it meant that the practicing law person missed sign up dates for required continuing education events! 

So, I hope do you want to go through this again: being dependent on someone else to decide what mail is valuable and how quickly you need it, random, intermittent and duplicative ways to get it. You never intended for work-from-home to become the rule rather than the exception, but it’s 2021 so the time has come to start rationalizing the normal now. Otherwise, that postal mail of yours is a fire drill headed for becoming an absolute train wreck. 

How do we resolve this? A safe, reliable, structured and scalable system must be settled on. This involves a top-down re-assessment of the daily mail operation in terms of the people, process and tools involved. Look for the smart solution. It is out there, if you know where to look for it. 

 

18 01, 2021

Three Keys to Remodeling Your Digital Mailroom

2021-02-22T12:59:09-07:00January 18th, 2021|Paper2Digital Blog|

Three Keys to Remodeling Your Digital Mailroom

Congratulations! You weathered the onslaught of the pandemic and transitioned to distributed work from home offices. That home office relocation is looking permanent for much of your workforce so it is time to harden the systems that make a work-from-home (WFH) law firm function. A Digital Mailroom is one such system. Using existing scan-to-email utilities at the outset of the pandemic is not an effective permanent solution for a law firm’s mail operation. It was never intended to be, but most legal practices are just beginning to reconsider how essential operations like daily mail will function with a distributed workforce. It is now time to remodel your Digital Mailroom into a permanent, effective operation.

Your firm isn’t going back to paper mail delivery distributed to desks in the city offices. That was a faulty, antiquated process anyway. Digital is better – you just need some finishing work to make it a reliable, secure operation. Your attorneys and staff need to stay productive anywhere they work. Legal technology professionals are now considering the daily mail operation as one of their firm’s greatest opportunities to improve. It’s time to make your Digital Mailroom a permanent fixture of your remodeled law firm.

Here are three keys to remodeling your Digital Mailroom:

  • Deliver legal mail to the document management system (DMS)
  • Embed quality controls, monitoring and reporting
  • Make the mailroom operation simple and efficient

Deliver legal mail to the DMS, not to email. Legal mail is mission critical and time-sensitive, and it contains confidential client information. Once mail items are scanned, the PDF files are destined for the DMS, their permanent home. It’s easy to set up daily mail folders for each DMS user, and when scanned mail items arrive, the DMS provides a move function so that users (or support staff) can place the PDFs into the proper matter folder. Routing scanned legal mail items through the email system is inefficient, and it’s a multi-faceted security risk.  Using the email system to distribute scanned legal mail is not an acceptable long term solution.

Embed quality controls, monitoring and reporting in the Digital Mailroom solution. Perfectly scanned mail items delivered reliably each day to waiting attorneys – that’s the standard. Attorneys working at home don’t have nearby staff to fix errors or tweak process for them. The Digital Mailroom should have embedded software and process to ensure quality. Did every received mail item get scanned, with all pages and image quality checked, and the envelop scanned as a last page? Is the mailroom technology connected to a help desk to assist when needed? Can we run reports to track volumes and productivity, so that peak days, growth and operational efficiencies can be anticipated?

Make the mailroom operation simple and efficient. We hear many stories about how all sorts of exceptions and process variations were put in place to accommodate attorney requests when a firm first put a makeshift mail scanning operation in place. The result is spotty performance, jagged quality, and a high reliance on clerical staff memory and Post-it Note bulletins. A remodeled Digital Mailroom needs a best practice approach with software designed expressly for this operation, and repeatable workflows like scanning stacks. This reduces dependency on staff heroics and it establishes much needed reliability in the operation. It also enables repeatability across multiple law office locations, or a better path to mail centralization across offices… A game changer for law firms embracing distributed work.

There you go. Three keys to remodeling your Digital Mailroom, for the better future we’re starting to see. Of course, you will want a good contractor with the proper tools to do this remodeling job. That’s the unmatched expertise you get from DocSolid along with the Airmail2 software you need to create your Digital Mailroom.

Learn much more in this white paper
7 Reasons to Upgrade to a Digital Mailroom

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