Legal Technology

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.

10 03, 2021

A How-to Guide to Transform Your Mailroom for the Normal Now

2021-06-16T18:16:36-07:00March 10th, 2021|Paper2Digital Blog|

A How-to Guide to Transform Your Mailroom for the Normal Now

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.

If your firm is still scanning daily mail to email, how many of these challenges does your firm experience?

  1. The mailroom scanning operation is not integrated with the document management system (DMS).
  2. Scanned mail recipients must use their email inbox as a workflow tool to process daily mail.
  3. From an IT and security perspective, scanned legal mail ends up as unnamed PDF attachments stored in the email server, clogging storage space and compromising security and compliance for the related client information.
  4. After scanning, the physical paper mail is still manually distributed to attorneys’ or assistants’ desks, or stored in a makeshift file area, replicating the labor of the previous paper-based operation, in addition to the new labor for scanning operations.
  5. Attorneys and staff have complaints about the mail scanning results, such as delays, inadequate notifications, misdirected distribution, and scanned file quality issues.

DocSolid is pleased to offer the industry white paper, “7 Reasons to Upgrade to a Digital Mailroom Operation,” to help guide firms’ transformation to a fully Digital Mailroom.  It includes:

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

Download the white paper here.

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.

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:

    • 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

Learn more about Airmail2 here.

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. 

 

5 10, 2020

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

2020-12-28T08:29:36-07:00October 5th, 2020|Press Releases|

“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 of Maslon

“Airmail2 is DocSolid’s comprehensive solution for the New Normal challenge – to securely, reliably and efficiently deliver legal documents to a distributed workforce and to socially distanced in-house teams. Maslon is overcoming these new workplace challenges with our Digital Mailroom, as well as our companion Paper2Digital solutions to digitize the file room and the broader legal practice.”

– Steve Irons, President of DocSolid

“NetDocuments works with our customers to establish efficiency and compliance for legal matters. Airmail2 from DocSolid is an innovative and timely Digital Mailroom solution to extend that strategy to the last major point of entry for legal paper documents, daily mail.”

– Bradlee Duncan, Director of Product Management at NetDocuments

DocSolid’s Airmail2 Digital Mailroom provides:

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

FULL PRESS RELEASE

[pdf-embedder url=”https://www.docsolid.com/wp-content/uploads/2020/10/Press-Release-DocSolid-Maslon-Airmail2-FINAL.pdf” title=”Press Release DocSolid Maslon Airmail2″]

1 08, 2019

ILTACON 2019 – August 18-22 at DisneyWorld in Orlando, Florida DocSolid Booth 205 & Demo Room Toucan 2

2019-09-09T15:55:44-07:00August 1st, 2019|Events and Conferences|

ILTACON 2019 Gold Sponsor

DocSolid ILTACON 2019 Map - Booth 205 + Room Toucan 2

DocSolid 1:1 Meetups

• Visit with DocSolid at Booth 205 in the Exhibit Hall.

• Schedule a 30 min. meetup in Demo Room Toucan 2 to discuss the Paper2Digital ambitions of your law firm.

Contact us to schedule a meetup https://www.docsolid.com/contact-us

RSVP for DocSolid Happy Hour

DocSolid is hosting a complimentary happy hour to kick-off our post-conference celebration! Come as you are… Immediately after the Wednesday agenda ends in the Swan, before you return to your room. Existing and future customers are welcome along with DocSolid partners.

ILTACON 2019 DocSolid Demo Room Toucan 2
Visit DocSolid ILTACON Booth 205

The DocSolid Team Looks Forward to Meeting You at ILTACON

Steve
Irons

CEO

Dave
Guilbault

VP Customer Success

Kent Henderson

Sales Director

Dale
Shoup

Director of Software Development

Michael
Herzog

Marketing Director

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