10 11, 2021

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

Michael Herzog2022-03-29T09:47:35-07:00November 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.

2 11, 2021

Industry Wired: Steve Irons is Transforming the Legal Industry with Digital Mail

Michael Herzog2023-09-22T11:42:47-07:00November 2nd, 2021|Paper2Digital Blog, White Papers and Articles|

Industry Wired: Steve Irons Transforming the Legal Industry with Digital Documentation Solutions

Steve Irons is the Founder and CEO of DocSolid, a legal technology company that creates enterprise scanning, workflow and paper reduction solutions, i.e. DocSolid’s Paper2Digital® solutions. These patented Paper2Digital 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.

In an interview with IndustryWired, Steve explains how DocSolid swiftly created new software for the market during the onset of the pandemic to help law firm clients digitize daily mail and records room operations, mission critical functions in a law firm or legal department. The new software is DocSolid’s Airmail2 Digital Mail + Records Suite, and it transforms a firm’s paper-based mailroom and records room functions into streamlined, digital operations supporting work-from-home and return-to-office strategies.

Transitioning Law Firms: A Paper2Digital Transformation

DocSolid is an 11-year-old company that focuses on one mission— to help law firms through a Paper2Digital transformation. Historically, law firms are an entrenched paper-based operation because paper has long been the preferred medium of its producers of work product: the attorneys. Transitioning away from this long history changes the relationship to their craft. DocSolid provides the change management required to gain the buy-in from the attorneys, which is pivotal, as well as patented methods to manage scanning, printing and shredding in law firms, all tightly integrated with leading document management systems.

An Entrepreneur with a Digital Mindset

Steve Irons is a serial entrepreneur and the founder of DocSolid. He started DocSolid with the intention of addressing the burden of paper for law firms and, to date, the company has accrued 14 patents on the methods that the team uses for managing paper digitally. The most important thing about DocSolid’s patented technology is that it innovates in its marketplace to fix real problems. Over the years, the team has learned a lot about how to help law firms by building innovative technology that helps to eliminate paper from their existing processes.

Early Success and Driving Market Demand

Prior to the pandemic, DocSolid drove much of its own market demand by evolving a broad set of technologies and Paper2Digital solutions for law firms. At that time, it was a truism that about half of the attorneys still preferred working with paper. DocSolid’s methods were generally about changing the operations behind, underneath, around, without asking the firms to change personal behaviour— and the company has had success with that approach. Four of the top ten law firms in the US have Paper2Digital projects with DocSolid, as do many, many others. However, it was a highly bespoke business proposition every time. The team was capable of repeating the solutions but were tailored for each law firm, sometimes to each office.

Paving the Way During the Pandemic: WFH Solutions

The pandemic sent the law firm workforce into home offices and, initially, everybody worked hard to make that process stable, secure, and productive. DocSolid quickly realized that the only efficient method was to go digital, as it was critical for the attorneys to receive sensitive client information that was arriving by postal mail to their home offices.

Law firms had started to address this by building own makeshift digital mailrooms— scanning mail and delivering it as email attachments, which is unsecure and time-consuming for the receiving attorney. DocSolid has core expertise around helping firms manage the transition from paper to digital and this now includes building a new standardized digital mailroom for the law firms. The team went to work on it aggressively and delivered its market leading software in record time. In addition to the digital mailroom, the company has now launched a companion digital records room. The digital records room lets firms digitize their records rooms to enable removing paper footprints in each office as firms are now shrinking their offices in conjunction with the permanent work-from-home (WFH) posture that’s settling in.

Understanding the Target Market: A Drive to Success

Steve Irons is proud of how the company was able to pivot during these tough times. The team was able to completely change the business focus and create an impact solution for the target market. DocSolid went through a rapid, formal product management process, talking to the customers, prospects and partners. In a few short months, the team had its first version of software rolled out by working on that for about two months, then released the second version as MVP (Minimal Viable Product). The company listened to customer feedback and really stepped up their game, and the solution is evolving quickly as the company builds its base of customers and feedback loop.

Innovating with Expertise in the Normal Now

Airmail2Digital Mailroom and Digital Records Room were born in the pandemic. DocSolid saw what was happening and reacted by applying their expertise and courage. The company was remarkable in its ability to create a new solution as the team was dodging the COVID-19 bullet and suffering the same business slowdown as many small companies. The team envisioned that law firms would start believing that a large portion of the workforce wasn’t going to return to the downtown office, even in the post-pandemic times. They would need permanent digital mailrooms and the floor space dedicated to paper records would become an intolerable expense as they started to shrink their offices and their real estate budgets. Firms are making decisions about sustainable new operations adjusted for what DocSolid calls the “Normal Now”.

Losing Our Religion to Create Something New

Steve Irons does not give up easily. Before the pandemic, the company was experiencing incremental– but not breakthrough–success and he kept grinding. The team had to change their previous belief system in order to put forth a new category of solution that was much more targeted and tactical and back office. It was a big change— the team called it “losing our religion”— but the DocSolid team had to turn all efforts from concentrating on traditional solutions to create something new and risky.

A Paper2Digital Future

DocSolid believes that approximately 40% of the law firm workforce will work from home moving forward. New productivity methods, staffing models and standards will emerge and have to be built into best practices and sustainable solutions. Right now, law firms need to pay increasing attention to security and information governance. DocSolid is perfectly situated. The company jumped into that pool and started swimming with their law firm customers, helping them to digitize their records rooms and stay digital going forward. All firms were running paper mail rooms. Most firms still have records rooms but the intense need for real estate compression and distributed workforce won’t allow either anymore.

Every day is fun for DocSolid and another opportunity to innovate. Steve Irons looks out and observes a tremendous digital wave and the company is riding it forward. DocSolid intends to use their new solutions to be the innovative technology partner a law firm needs for its paper-to-digital transformation.

View Full PDF Here

21 09, 2021

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

Michael Herzog2022-03-29T09:48:35-07:00September 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:

Certified DMS integrations for iManage, adaptable to specialized client configurations
DMS mapping so that operators can perform profiling without having a DMS login
RMS integrations to extract data from existing bar codes on physical matter files for inventory and profiling
Quality controls for comprehensive QC workflows to ensure confident shredding and disposition
Administrative and monitoring tools – help desk, dashboard, audits, reporting
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.

FULL PRESS RELEASE PDF:
https://www.docsolid.com/wp-content/uploads/2021/09/Press-Release-DocSolid-Airmail2-Certified-iManage-Universal-API.pdf

8 09, 2021

DocSolid Announces General Availability of Airmail2 Digital Records Room

Michael Herzog2021-09-08T08:57:43-07:00September 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:

Certified DMS integrations for iManage and NetDocuments, adaptable to specialized client configurations
DMS mapping so that operators can perform profiling without having a DMS login
RMS integrations to employ existing bar codes on matter files for inventory and profiling
Quality controls for comprehensive QC workflows to ensure confident shredding and disposition
Administrative and monitoring tools – help desk, dashboard, audits, reporting
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.

FULL PRESS RELEASE PDF:
https://www.docsolid.com/wp-content/uploads/2021/09/Press-Release-DocSolid-Digital-Records-Room-FINALv2.pdf

22 07, 2021

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

Michael Herzog2021-07-22T14:38:42-07:00July 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

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

Video Preview

14 07, 2021

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

Michael Herzog2021-07-14T06:53:08-07:00July 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:

Tight DMS / RMS integration with leading industry platforms such as iManage, NetDocuments and FileTrail
Vendor DMS expertise and solution flexibility so that a firm’s DMS customizations can be accommodated
In-house and outsourced staff empowered with DMS profiling-scanning capability without DMS logins
Enterprise software that matches a firm’s security regime
Avoidance of scan-to-email attachments or new operating repositories
Built-in auditing of the overall capture process, down to the document level
Paper document disposition-retention-shredding built into the process
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

Michael Herzog2025-02-06T12:28:14-07:00June 28th, 2021|Featured, White Papers and Articles|

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

NEW! Updated 2nd edition for 2025. Complete the short form below.

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:

Attorneys have embraced technology and digital skills to enable their work from home preferences.
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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INTEGRATIONS

1 06, 2021

5 Steps to Get Information Governance Policy to Control Your Mailroom

Michael Herzog2022-06-15T13:11:40-07:00June 1st, 2021|Featured, White Papers and Articles|

5 Steps to Get Information Governance Policy to Control Your mailroom

Distributed work in some capacity or other is here to stay, and if that means continuing to scan inbound postal mail as an attachment to an attorney’s email, this brings us to the question: Should we be concerned about IG now?

Should the mailroom now be owned by the information governance arm of the firm?

Pre-pandemic, this wasn’t a necessary consideration. Then, when the pandemic hit and sent the workforce to home offices, most law firms quickly started scanning to email to get the mail out. Facilities management or available clerical staff went into the office and cobbled together this new work process. In the midst of the crisis and no indication of its duration, it is likely to say that no firm had information governance on its mind once again.

Mail has been a perfunctory function aligned with other physical office services, but the pandemic shifted mail to a critical, and digital operation. The proportion of U.S. lawyers who now want to work remotely at least one day a week has doubled from the pre-pandemic period.

FULL TEXT ARTICLE
https://www.docsolid.com/wp-content/uploads/2021/06/5-Steps-to-Get-Information-Governance-Policy-to-Control-Your-Mail-Room-Legaltech-News.pdf

Legaltech News Article

28 04, 2021

ALA Webcast May 4, 2021 Sign-up Here

Michael Herzog2021-11-01T11:34:42-07:00April 28th, 2021|Events and Conferences|

Webinar Sign-up

Register

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

How to Create a Digital Mailroom + Records Room

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

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

Webinar Co-sponsored by Canon USA

Video Preview

ALA Related Publication: LEGAL MANAGEMENT – The Magazine of the Association of Legal Administrators

20 09, 2023

Does Your Firm’s Information Governance Policy Include the Mailroom?

Michael Herzog2023-09-20T14:04:56-07:00September 20th, 2023|Paper2Digital Blog|

Does Your Information Governance Policy Include the Mailroom?

Should the mailroom be owned by the information governance arm of the firm? It has been a perfunctory function aligned with other physical office services, but now with fee earners and legal staff frequently working from home, it is mission critical. Mail workflows launch new work, and therefore often billable activity. This means matter centric record creation is starting right from mail delivery, not from a stack of mail sitting on a desk.

Since scanning and document description is involved, it is more technical as well. In short, no matter who this process belongs to organizationally, it needs to be a part of your well thought out information governance policy, and refined on an ongoing basis, just like any other records management.

Inbound mail contains time sensitive client information. The pandemic and work from home led to ad-hoc scanning that was envisioned to be a temporary fix. But if you are still delivering mail physically or re-delivering again after scanning portions of the mail, you are missing an opportunity to elevate this form of record keeping to align it with your information governance policies. Make it digital on arrival and digital only.

The mailroom is now the biggest source of where digital has not yet happened. What if you looked at it as that place where the creation of a fully functional and complete digital matter file (DMF) begins? Digitize all new paper immediately upon arrival.

Digitizing the mail, it will be delivered securely into a document repository (a.k.a. document management system) where it belongs right from the beginning. The document is profiled, put where it belongs, and OCR makes it immediately searchable. It is actually pretty easy to elevate this process and get control.

Daily Mail Flowchart for a Digital Mailroom

Five Tips for Improving Information Governance with a Digital Mailroom

Establish the recipients, and which teams they belong to. You are already getting detail requests of “if you get this, send it there”, or “copy to my secretary/staff…” Formalize it!
If you are not scanning directly to the DMS, you could be, and you should be. This allows images to be routed immediately to specific recipients or someone who can evaluate the importance and take action.
Arm and educate your mailroom staff. Records staff are more valuable when they understand the distinctions among various transactions and their business purpose, right? Same here. Naming conventions are important. Basic examples of the types of mail that determine how mail is rough sorted upon intake, etc.
Officially ‘add’ mail to your records policy and retentions. We know the filtered target documents already have a home here, but there are steps and process before that is determined. And 40% of mail can be “left on the cutting room floor” after it has been checked for anything of value. Let’s have an appropriate destruction bucket for that. There is productivity to be gained from not handling the physical paper any more than is necessary.
If your firm is multi-office, you do have the option to centralize the mail operation – further capitalizing on the efficiencies of the Digital Mailroom. Think of the fully maximized efficiency and savings!

information governance

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

Industry Wired: Steve Irons Transforming the Legal Industry with Digital Documentation Solutions

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

DocSolid Announces General Availability of Airmail2 Digital Records Room

Webinar Sign-up

Create a Digital Mail and Records Room with NetDocuments + Airmail2

Video Preview

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

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

NEW! Updated 2nd edition for 2025. Complete the short form below.

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

Customer Success

Customer Success

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

INTEGRATIONS

5 Steps to Get Information Governance Policy to Control Your mailroom

Distributed work in some capacity or other is here to stay, and if that means continuing to scan inbound postal mail as an attachment to an attorney’s email, this brings us to the question: Should we be concerned about IG now?

Legaltech News Article

Webinar Sign-up

How to Create a Digital Mailroom + Records Room

Video Preview

ALA Related Publication: LEGAL MANAGEMENT – The Magazine of the Association of Legal Administrators

Does Your Information Governance Policy Include the Mailroom?

Daily Mail Flowchart for a Digital Mailroom

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

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