12
12, 2024
25
08, 2024
DocSolid’s Airmail2 Cloud Takes Flight, from the Flight Plan™ to SOC2
DocSolid’s Airmail2 Cloud
Takes Flight
From the Flight Plan to SOC2
DocSolid introduced the Airmail2 Cloud Digital Mailroom and Digital Records Room solutions in 2024 with integrations to cloud-based document management systems like iManage, NetDocuments, Microsoft OneDrive and SharePoint. Our patented batch scanning with barcode labels has gone through several generations of technology advancements over the past ten years, but provisioning it in a cloud SaaS platform presented a whole new level of challenges and requirements for us. It not only changed the product, but it also changed our company. These changes include new technologies, more security and reinventing our deployment model. Here is a recap of our 18 month journey bringing Airmail2 Cloud to market.
The Hybrid Workplace in 2024
Airmail2 was originally introduced in 2020 as a software solution installed on premises. It was a timely pivot for DocSolid, anticipating the sea change of remote work commonly described as the hybrid workplace. In general terms, hybrid work refers to employees working 2 or 3 days per week in the office and working from home the other days.
According to research, more than half of law firm employees surveyed confirm that their firm has established a policy that requires lawyers to come in at least three days per week. 85% report a requirement of less than four days per week. Regarding the flexibility of this requirement, 64% report that the overall policy is flexible, allowing staff to largely choose which days they are in the office.1
Hybrid work, particularly in law firms, requires employees to have access to information regardless of whether they are in their home office or downtown office.
Airmail2 Cloud – The Mission
Product Improvements
Airmail2 Cloud is deployed as a separate, private instance for each customer in the Microsoft Azure cloud, managed by DocSolid. This infrastructure tech stack provides network security and a modern approach to scalability with serverless Apps. Supporting multiple identity providers for SSO was also a requirement. A key technical challenge… Sorting out how scanned documents will be transferred securely into a customer’s Airmail2 Cloud private storage, originating from the existing scanning hardware back down on the ground. This led us to engineer a new software component called the Azure Sender to securely transmit digitized documents from any networked scanning device. Data files are encrypted in transit and at rest, saved in the customer’s Airmail2 Cloud private storage.
Another innovation is DocSolid’s newest generation of Mailman image processing technology. On demand image processing is a new way of deploying Mailman engines in the cloud. If there is a significant increase in the amount of paper being scanned by a customer, they will always have the additional image processing power they need.
Company Improvements
Before launching the product and going to market, the company initiated a comprehensive audit process to assess the readiness of the product, our business policies and operations in accordance with the AICPA (American Institute of Certified Public Accountants) SOC2 (System and Organization Controls). A widely accepted security framework, the SOC2 Type2 attestation confirms a SaaS vendor’s product and operations meet the association’s standards. The core of this standard involves five Trust Services Criteria (TSC); security, privacy, confidentiality, processing integrity, and availability. DocSolid achieved our SOC2 Type2 attestation for Airmail2 Cloud July 4, 2024.
Project Improvements
Another improvement as DocSolid transformed into a SaaS vendor is the Airmail2 Flight Plan.™ The name is derived from our “airmail theme” because it is a superb metaphor for project leadership at DocSolid. In aviation, the flight plan documents where the pilot and crew originated from, their destination, timing, fuel, weather and other specifications. The Airmail2 Cloud Flight Plan™ is a reference guide for each customer, documenting how their system is configured including workflows and settings. It is also a resource to propel adoption and achieve desired business outcomes.
As you might expect, deploying Airmail2 Cloud takes less time than an on premises installation and it simplifies the project for our customers.
Airmail2 Cloud Project Timeline
Conclusion
In 18 months, Airmail2 Cloud was built, tested and independently audited. Since then, we have onboarded our first new customers. Existing DocSolid customers are now switching from older on prem installations to Airmail2 Cloud.
Welcome aboard Airmail2 Cloud with new departures daily. Enjoy your flight with us.
Airmail2 Cloud Digital Mailroom Resources
SOURCE
1. 2024 Law Firm Office Attendance Policies Report, Thomson Reuters Institute https://www.thomsonreuters.com/en-us/posts/legal/law-firm-office-attendance-policies-report-2024/
5
05, 2023
CISO in Law Firms Face Hybrid Work Challenges
Chief Information Security Officers in Law Firms Face Hybrid Security Challenges
Many law firms have shifted towards a hybrid work model, where employees alternate between working from home and working at their law office. While this model has provided greater flexibility, it has also presented significant challenges for Chief Information Security Officers, CISO in these firms.
Law firms have always been a prime target for cybercriminals due to the sensitive and confidential nature of the data they hold. The shift towards hybrid work has only made things more complicated for CISOs, who must now contend with a distributed workforce, varied devices, and continual risks from email phishing. In this article, we will discuss the challenges facing CISOs in law firms due to hybrid work and how they can mitigate these risks.
Remote Workforce
With employees working from different locations, it becomes more difficult for CISOs to maintain a secure environment. Home networks are typically less secure than office networks, and employees may be using personal devices that are not adequately secured. This can make it easier for cybercriminals to gain access to the firm’s network and steal sensitive data.
To mitigate this risk, CISOs must implement strict security protocols for remote workers. This includes ensuring that all devices are up to date with the latest security patches, enforcing strong password policies, and providing employees with secure VPN access to the firm’s network.
Increased Cyber Attacks
Cybercriminals have been taking advantage of the pandemic to launch more sophisticated and targeted attacks. With law firms holding sensitive data, they are an attractive target for cybercriminals looking to steal confidential information, commit fraud, or launch ransomware attacks. Email phishing continues to be one of the greatest ongoing cybersecurity threats.
To mitigate this risk, CISOs must implement robust security measures, including multi-factor authentication, intrusion detection, and threat intelligence. They should also conduct regular security assessments and penetration testing to identify vulnerabilities in their systems and networks.
Cloud Security
With the shift towards hybrid work, many law firms have moved their operations to the cloud, making it easier for employees to access data from different locations. While this has provided greater flexibility, it has also created new security challenges, as data stored in the cloud is at risk from cyber attack.
To mitigate this risk, CISOs must implement strict access controls and monitor employee activities closely. They should also encrypt all data stored in the cloud and implement robust backup and disaster recovery procedures.
Mailroom Risk
There is a security problem in the mailroom that deserves a sense of urgency.
In a scanning mailroom, the typical scan-to-email-PDF approach puts the firm’s client information at risk and undermines information governance. Airmail2 solves this problem because it eliminates unnamed PDF attachments and delivers legal mail securely using integrations with a document repository like iManage, iManage Cloud, NetDocuments or OpenText eDOCS. Airmail2 also integrates with Microsoft OneDrive and Google Drive.
This is an important cybersecurity consideration for law firms because email is the most frequent source from where cybersecurity incidents originate. Watch the 2-min. explainer video to learn more.
Conclusion
The shift towards hybrid work has presented significant challenges for CISOs in law firms, as they must contend with a distributed workforce, varied devices, and the increased risk of insider threats. To mitigate these risks, CISOs must implement strict security protocols, monitor employee activities closely, and conduct regular security assessments to identify vulnerabilities in their systems and networks. With the right approach, law firms can maintain a secure work environment and protect their sensitive data from cyber attacks.
CISO Digital Mailroom Resources
21
08, 2023
National Archives and Records Administration Requirements for Digitizing Federal Records
National Archives and Records Administration Requirements for Digitizing Federal Records Requirements
No later than June 30, 2024, all permanent records in Federal agencies must be managed electronically to the fullest extent possible for eventual transfer and accessioning by the National Archives and Records Administration – NARA.
Starting on July 1, 2024, agencies will be required to digitize permanent records created in analog formats before transfer to NARA. Digitization and transfer must be made in accordance with NARA regulations and transfer guidance, including metadata requirements.
The National Archives and Records Administration (NARA) recently published the final rule for digitizing permanent federal records. This new rule, known as 36 CFR § 1236 Subpart E, became effective June 5, 2023. The federal government is undergoing a digital transformation and this new rule is a significant step towards achieving that goal.
As a part of this initiative, NARA and the Office of Management and Budget (OMB) issued two crucial memorandums, M-19-21 (Jun-28, 2019) and M-23-07 (Dec-23, 2022). These memos highlight the importance of modernizing and transitioning to digital processes and workflows in the federal government to enhance efficiency, transparency, and accountability.
In line with these memorandums, NARA added the new Subpart E to its records management regulations to provide standards for digitizing permanent records. The goal is to enable federal agencies to dispose of source records when appropriate and according to the Federal Records Act amendments of 2014. This is an important step towards achieving the government’s goal of digital transformation.
SOURCES:
https://records-express.blogs.archives.gov/2023/05/15/new-rule-for-digitizing-records-what-you-need-to-know
https://www.ecfr.gov/current/title-36/chapter-XII/subchapter-B/part-1236
24
07, 2023
Copy+Paste Email Campaign DRR Kick-off
SUBJECT LINE: Kick-off our new Airmail2 Digital Records Solution
MESSAGE CONTENT:
In collaboration with the team at DocSolid, we are pleased to announce the launch of our new Airmail2 Digital Records Room solution.
Game-Changer for Records
Digitizing paper records helps our attorneys and staff stay productive while allowing them to work securely from anywhere.
Airmail2 Overview
- Batch work processes enable clerical staff to work productively, with minimal training, and without password access to the DMS.
- Postmark® barcode labels enable highly efficient scanning of multiple documents at once, in stacks.
- Includes QC software with Veritag® built-in quality controls.
These are just a few highlights to introduce you to our new Digital Records Room. More details will follow.
“You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.”
– Buckminster Fuller
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11
07, 2023
Copy+Paste Email Campaign DRR 1
SUBJECT LINE: Productivity Tip – Airmail2 Digital Records Room
Check the first and last page, and only thumb through the middle.
QC is looking for 95+ % accuracy with lightning speed. This is accomplished by comparing the first page and last page of the physical document to be verified. The QC operator can quickly scroll through the page thumbnails until reaching the last page of the document to verify it. While doing this, they are looking for pages that are too light, too dark, partially scanned or oriented wrong.
“Our experience over the years confirms this method achieves the desired result of catching scan errors with a minimal amount of time spent on each document.”
– Eric Lynn, Paper2Digital® Consultant.
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14
07, 2023
Copy+Paste Email Campaign DRR 2
SUBJECT LINE: Success Story – Airmail2 Digital Records Room
Customer Success
Airmail2 is about enabling more productive batch work and keeping the physical work of scanning in a routine where a group of items are all done together in the same step.
Profile >> Scan Stacks >> QC >> Retain | Shred >>
To extend this further, one of DocSolid’s customers leveraged family members of their employees for summer help to get a large part of a backfile project done. They identified a large group of closed or closing matters that had to be scanned. First, they labeled all the boxes and came up with a naming convention based on what was already in the Records Management System. For 8 weeks during the summer, college age and high school seniors related to the firm’s employees were trained to profile, scan and QC the boxes of records. The result? With about a dozen of those temp staffers, the team digitized over a million pages of paper records. One big ‘batch’ of work increased productivity, improved office space utilization and reduced risk for the firm… With zero time taken away from the firm’s full-time employees.
“Making the simple complicated is commonplace; making the complicated simple, awesomely simple, that’s creativity.”
– Charles Mingus
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14
07, 2023
Copy+Paste Email Campaign DRR 3
SUBJECT LINE: Change for the better with Airmail2
Best Practices
For Records Managers, the requirements are to clear the clutter and capture the true documents as early as possible in the digital matter file. The requirement to retain a physical document are rare, (wet signatures, regulatory compliance, etc.). Once-and-done is the name of the game for records and retention compliance. Good policies enable post-scan shredding to be done confidently on a consistent regimen. With Airmail2 quality controls, Information Governance (IG) staff can focus on efficiency.
Optimizing a Digital Mailroom
- Provide examples how to correctly identify and profile documents
- Training on naming conventions
- IG policy refinements
- Exceptions to the firm’s scan and shred policy
Requirements include the ability to direct scanned documents to the intended destination folder in the DMS. Define standards for profiling repetitive doc types to make users more efficient.
“Geeks are people who love something so much that all the details matter.”
– Marissa Mayer
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19
02, 2025
DocSolid Publishes New White Papers on Digital Transformation for Law Firm Mailrooms and Records Rooms: Addressing Efficiency, Security and Governance in the Hybrid Workplace
DocSolid Publishes New White Papers on Digital Transformation for Law Firm Mailrooms and Records Rooms
Addressing Efficiency, Security and Governance in the Hybrid Workplace
FOR IMMEDIATE RELEASE
PHOENIX, AZ – (February 19, 2025) – DocSolid, the legal technology experts for enterprise paper scanning and workflow today announces new editions of two industry white papers: 7 Reasons to Upgrade to a Digital Mailroom Operation and Law Firms Go Hybrid, Records Rooms Go Digital. These reports provide essential guidance for law firms navigating the shift to hybrid work by transforming their paper-based mailroom and records operations into efficient and secure digital workflows.
As hybrid work settles in, law firms must address the inefficiencies, compliance risks, and real estate challenges associated with paper-based processes. Traditional mailroom operations and physical records rooms no longer support the needs of a modern law firm, where attorneys and staff require seamless access to client information— anytime, anywhere. These white papers provide law firms with actionable strategies to optimize mail and records management, ensuring security, governance, and operational efficiency.
“Hybrid work has elevated the game for how law firms manage and protect client information. Our latest white papers give law firms strategic insights to modernize their operations and adopt a holistic approach to digital transformation. Airmail2 enables firms to move beyond temporary fixes and establish a secure, structured process for mail and records management in today’s hybrid workplace.”
Why Law Firms Must Upgrade Their Mailroom and Records Operations
The legal industry has long relied on paper-based processes for mail and records management. However, the rise ofbhybrid work has exposed critical vulnerabilities, including:
• Security and Compliance Risks – Unstructured scan-to-email processes expose client data to cyber threats, governance failures, and regulatory violations.
• Process Inefficiencies – Attorneys and staff waste valuable time manually handling scanned mail attachments and retrieving physical records, impacting productivity.
• Real Estate Optimization – Firms can significantly reduce office space costs by eliminating paper file storage, aligning with strategic real estate planning.
• Technology Gaps – Without purpose-built digital solutions, firms struggle with fragmented mail and records workflows that fail to integrate with their document management systems (DMS). Steve Irons, President of DocSolid, comments: “Hybrid work has elevated the game for how law firms manage and protect client information. Our latest white papers give law firms strategic insights to modernize their operations and adopt a holistic approach to digital transformation. Airmail2 enables firms to move beyond temporary fixes and establish a secure, structured process for mail and records management in today’s hybrid workplace.”
DocSolid’s Airmail2: The Industry Standard for Digital Mail and Records
DocSolid’s Airmail2 Digital Mailroom and Digital Records Room solutions provide law firms with enterprise-grade technology to digitize mail and records seamlessly within their DMS. Unlike ad hoc scanning solutions, Airmail2 advantages include:
• Direct DMS integration for secure, structured delivery of legal mail and records.
• Automated quality control and audits, reducing errors and enhancing governance.
• Streamlined workflows that eliminate unnecessary handling and physical distribution of documents.
About DocSolid
DocSolid develops, sells and supports secure scanning solutions for leading law firms, corporate legal departments and commercial businesses. DocSolid’s patented Paper2Digital® solutions reduce the costs, risks and inefficiencies of paper records.
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Download Press Release PDF
27
01, 2025
DocSolid Launches Airmail2 Cloud Solutions: Revolutionizing Paper Scanning for the Hybrid Workplace
DocSolid Launches Airmail2 Cloud Solutions: Revolutionizing Paper Scanning for the Hybrid Workplace
FOR IMMEDIATE RELEASE
Phoenix, AZ – January 27, 2025 – DocSolid, a leader in digital transformation solutions for law firms and corporate legal departments, announces the launch of two innovative cloud-based solutions: Airmail2 Cloud Digital Mailroom and Airmail2 Cloud Digital Records Room. Law firms and corporate legal departments need cloud-based solutions aligned with information governance policy and recommended security standards. DocSolid’s solutions integrate with leading document management systems (DMS) to provide the industry’s most secure document handling. Airmail2 Cloud is purpose-built for the hybrid workplace which means firms can fast track the new disciplines needed to digitize inbound mail and scan existing paper records at scale.
The legal industry is undergoing a significant shift to digital transformation as firms adapt to the demands of hybrid work and increasing pressure to optimize operational efficiency. Paper-based workflows and physical storage are no longer viable in a digital-first world where secure, remote access to information is critical. Simultaneously, law firm clients are demanding higher levels of data governance and compliance, further intensifying the need for secure and efficient document management. Airmail2 Cloud addresses these challenges head-on, empowering law firms to streamline paper workflows, reduce costs, and meet evolving client expectations in a competitive market.
“With our Airmail2 Cloud offerings, we remove the barriers to entry for effective digital transformation for the hybrid workplace.”
Airmail2 Cloud enables firm-wide deployment with no technical project because there are no servers on premises. Its cloud-based design reduces operational
complexities, allowing law firms to easily scale their document management processes while enhancing security and compliance. By eliminating server administration and maintenance, Airmail2 Cloud delivers cost efficiency without internal IT department overhead. The SaaS subscription enables acquisition without a budget process. Airmail2 Cloud integrates seamlessly with iManage, NetDocuments, Microsoft OneDrive, and Microsoft SharePoint for digital delivery of scanned documents.
For Daily Mail
The Airmail2 Cloud Digital Mailroom transforms traditional mail handling into a secure, efficient digital operation. This purpose-built software integrates seamlessly with existing document management systems (DMS), allowing firms to deliver scanned mail to daily mail folders in the DMS. Key features include:
• Batch Scanning: Efficiently scan multiple documents together in one stack using barcodes that link each physical mail item to a digital record. The barcodes
provide end-to-end lifecycle processing and control of paper documents from first touch to shredding.
• Secure Delivery: Automatically route scanned documents to designated folders within the DMS based on routing rules, ensuring compliance and security.
• Workflows: Designed for legal mailroom workflows with automated email notifications.
For Records
The Airmail2 Cloud Digital Records Room provides a comprehensive solution for digitizing large volumes of paper records, and day-forward paper scanning. The system creates searchable PDFs, updates DMS search engines and stores images in existing structured document repositories. Notable features include:
• High-Volume Scanning: Streamlined and customized processes for converting paper records into digital formats, saving money and time on large
scanning projects.
• Quality Control Workflows: Built-in quality assurance process ensures the integrity of scanned documents and enables confident shredding.
• Adaptability: Compatible with all multi-function copiers and dedicated scanners, without adding hardware, software, or additional support.
“DocSolid is the leader in providing innovative paper scanning solutions to address the efficiency and security challenges faced by law firms today,” said Steve Irons, CEO of DocSolid. “With our Airmail2 Cloud offerings, we remove the barriers to entry for effective digital transformation for the hybrid workplace.”
For more information about Airmail2 Cloud Digital Mailroom and Digital Records Room solutions, please visit docsolid.com.
About DocSolid
DocSolid develops, sells and supports secure scanning solutions for leading law firms, corporate legal departments and commercial businesses. DocSolid’s patented Paper2Digital® solutions reduce the costs, risks and inefficiencies of paper records.
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