Batch Scanning to NetDocuments

22 07, 2021

NetDocuments + Airmail2 Webinar July 28, 2021 – Create a Digital Mail and Records Room

2021-07-22T14:38:42-07:00July 22nd, 2021|Presentations and Webinars|

Webinar Sign-up

Date: July 28, 2021
Time: 11:00am EDT

Create a Digital Mail and Records Room with NetDocuments + Airmail2

ALA Business Partner - DocSolid

FOR DAILY MAIL: Learn how to create a Digital Mail Room using your firm’s existing document management system with Airmail2.
FOR RECORDS: The Digital Records Room targets the firm’s existing file rooms to reduce a firm’s real estate footprint.


Daily mail is mission critical and much of it contains confidential client information so digital delivery is essential. Attorneys need their daily mail and matter-related paper records sitting back at the main office while they are working from a home office or any place they choose.

The Digital Records Room targets the firm’s existing file rooms to reduce a firm’s real estate footprint. Gain insights from our featured guest panelist, Jamie Blomquist – CIO Maslon, a NetDocuments + Airmail2 customer.

Learn innovative ways to keep a legal practice productive for home workers. Batch the work and optimize workflows by scanning stacks of paper all at once with the press of one button using any copier or scanning device.

NetDocuments + Airmail2 keeps attorneys productive while working securely in the office, working from a home office, or any place they choose.


AGENDA:

1. Digitize daily mail for a distributed workforce with secure delivery via NetDocuments
2. Rethinking office space without a records room
3. How the NetDocuments + Airmail2 integration works with barcode labels and batch work

PRESENTERS:

  • Steve Irons – President, DocSolid
  • Bradlee Duncan – Director, Product Management at NetDocuments
  • Jamie Blomquist – CIO Maslon

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. 

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

2 12, 2020

How to Transform Mailroom Operations for Security, IG and Productivity

2021-02-22T11:54:54-07:00December 2nd, 2020|White Papers and Articles|

ALA Business Partner - DocSolid

How to Transform Mailroom Operations for Security, IG and Productivity

A Permanent Change to How Law Firms Operate

PREVIEW:

Law firms need a best practice Digital Mailroom operation, not the current scan-to-email workaround, which was a triage solution at the onset of the COVID-19 crisis. Attorneys and staff working from home must have reliable, secure delivery of daily mail which is arriving at the main office.

The Digital Mailroom remains essential when the workforce returns to the office. A significant part of the workforce will work from home semi-permanently, and it isn’t viable to hand deliver paper mail for those in the office today, and also provide an alternate digital delivery system for those at home.

Law firms are critically dependent on in-bound paper mail from clients, courts, opposing counsel and research sources. Some of these paper mail items mandate a calendared response, or contain sensitive client information, or crucial matter content. Starting now, inbound paper mail needs digital delivery, all of the time, for everyone.

25 11, 2020

ALA: A Digital Mailroom Built for Law Firms in the New Normal

2021-11-01T11:34:05-07:00November 25th, 2020|White Papers and Articles|

ALA Business Partner - DocSolid

A Digital Mailroom Built for Law Firms in the New Normal

PREVIEW:

As we continue to find ourselves working outside of our usual offices, many law firms are finding that they need a Digital Mailroom, not an ad hoc scan-to-email workaround. That was a mere triage solution at the onset of the COVID-19 crisis. Attorneys and staff working from home require reliable, secure delivery of inbound daily postal and overnight mail arriving at the main office. And they need on-call access to paper records back in the main office file rooms. A productive, secure Digital Mailroom operation is the most practical solution.

A Digital Mailroom also remains essential when the workforce returns to the office. A significant part of the workforce will continue to work from home semi- permanently, and it won’t be viable to hand-deliver paper mail for those in the office while also providing an alternate digital delivery for those at home. Legal mail needs digital delivery, all the time, for everyone.

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.

GET THE FULL STORY BELOW:

1 11, 2020

7 Reasons to Upgrade to a Digital Mailroom White Paper by DocSolid

2025-02-07T15:37:04-07:00November 1st, 2020|Featured, White Papers and Articles|

7 Reasons to Upgrade to a Digital Mailroom 2nd Ed.

Digital Mailroom Best Practices for Governance and Security PDF
  • Digital distribution of daily mail is mission-critical

  • Legal mail must be delivered to the DMS, not as ungoverned PDF email attachments

  • A Digital Mailroom operation can be transformational

SOLUTION: Define the requirements for your law firm’s Digital Mailroom operation

Upgrading to a structured Digital Mailroom operation surfaces specific requirements, which should be documented and accounted for. Productivity, security and reliability are essential.

Scanning sensitive client information and sending those documents to the recipient(s) as email attachments increases the firm’s exposure to a variety of security risks. It also impedes process integrity and undermines a firm’s information governance.

Daily mail is mission critical so digital delivery is essential.

Customer Success

DocSolid® Airmail2® Selected as Digital Mailroom by Maslon LLP, for Direct Delivery of Daily Mail to NetDocuments

“With Airmail2, sensitive mail information goes from the mailroom directly into NetDocuments, where it is protected and governed by our DMS best practices. And Airmail2 leverages our broader use of the DocSolid Paper2Digital platform, and its integrations with NetDocuments.”

– Jamie Blomquist, CIO Maslon

Customer Success

Stinson Deploys DocSolid® Airmail2® Digital Mailroom for Direct Delivery to iManage Document Management System

Inbound legal mail needs to get in the DMS, not the email system where it is delayed and exposed. Airmail2 is a digital pivot into the times ahead.”

– Steve Irons, President DocSolid

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

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