11 06, 2013

NetDocuments Partners with DocSolid

2013-06-11T05:00:51-07:00June 11th, 2013|Press Releases|

NetDocuments and DocSolid Integrate Airmail2 Cloud-Based Enterprise Scanning Solution for Law Firms

With One-Button Operation, Law Firms Can Easily Scan Stacks of Paper Documents with Auto-Filing into Their NetDocuments Repository

LEHI, Utah (June 11, 2013) – NetDocuments today announced a partnership with DocSolid, a leader in document scanning solutions for the legal market, to integrate the Airmail2 cloud-based enterprise scanning solution with its document management service. (more…)

2 06, 2013

Scanbition Framework 2: Target Image Enthusiasts

2019-03-09T00:50:07-07:00June 2nd, 2013|Paper2Digital Blog, Steve's Blog|

Target Image Enthusiasts 

As part of our series on enterprise scanning initiatives, DocSolid summarizes five different approaches that our customers have used successfully, to get started and grow serious scanning across the organization. The second of these Scanbition Frameworks, is called ‘Target Image Enthusiasts.’

Target Image Enthusiasts is an effective Scanbition Framework for firms with these objectives:

  • Measured rollout of enterprise scanning, based on user advocacy
  • Soften the cultural change by dealing with scanning-eager practice groups first
  • Generate independent internal success stories for practice groups enabled with imaging

[pdf-embedder url=”https://www.docsolid.com/wp-content/uploads/2012/06/Mendes_ILTA-reprint-June-2012.pdf” title=”Mendes_ILTA reprint June 2012″]

This framework is based on the principles of adoption, specifically that eager participants in document scanning and image viewing are going to be the most successful, and that laggards are going to need collegial success stories to embrace the change. Using the Target Image Enthusiasts framework, a firm implements an approach of profiling and scanning to the DMS all incoming paper documents, but only for the practice group(s) that are eager to remove paper from their operations. Then, based on project success in these practice areas, the rollout begins to each of the next practice groups who want to hop on board.

This is a ‘farming’ approach to enterprise scanning and image viewing, but don’t confuse it with a trial. A trial implies that the decision to proceed is dependent on results or impressions. Target Image Enthusiasts presumes a commitment to enterprise scanning, and uses this method to contain cultural resistance while a rollout spreads. The practice groups who start scanning go digital, replacing their paper files with images integrated to the electronic DMS matter. Attorneys get the big benefit of integrated images in the electronic matter, where they belong. And the staff fits the scanning workflow into their daily disciplines.

DocSolid’s account, Mendes & Mount, LLC, is an example of the Target Image Enthusiasts approach. Their Scanbition Framework was based on a commitment to enterprise scanning, with a plan to roll out based on practice by practice steps forward.

Target Image Enthusiasts gives eager adopters the image solution they’ve been clamoring for, and engages them in the success of the overall project as participants, an active source for solution improvements, and advocates. They become the stakeholders that spark the project forward. This is a safer approach than the imposition of a Scan and Retire the File Room framework, but the ROI is softer because the rest of the firm is still dealing with paper records in the conventional manner.

For more information on this and other Scanbition Frameworks, connect with us on the Contact Us page at our web site.

3 05, 2013

Scanbition Framework 1: Scan and Retire the File Room

2018-11-17T18:00:53-07:00May 3rd, 2013|Paper2Digital Blog, Steve's Blog|

Scan and Retire the File Room

As part of our series on enterprise scanning initiatives, DocSolid documents five different approaches that our customers have used successfully, to get started and grow serious scanning across the organization. Our first of these Scanbition Frameworks, is called ‘Scan and Retire the File Room.’

Scan and Retire the File Room is the most aggressive approach to an enterprise scanning initiative. The premise is that all incoming paper headed for the file room will instead be scanned, profiled and stored in the DMS. Then the paper is retired (a process that leads to shredding), along with the file room. Workflow is established to channel inbound paper documents, usually to the legal secretary, but possibly through Records or an extended mailroom operation. After documents are scanned, profiled and stored in the DMS, they are distributed electronically, if required. After scanning, the paper proceeds through a process that applies records retention and destruction policy. Quality controls check that the scanning process has properly captured the paper digitally. The few types of paper documents that must be retained physically are separated out. Eventually, based on a firm’s policy, the bulk of the paper can be shredded.

The result is that previously managed paper records are now available digitally from the DMS, as part of the active electronic matter file. Attorneys and staff become much more efficient because the entire matter is managed, retrieved and shared from the DMS. File room operations become largely unnecessary and can eventually be shut down, or greatly reduced. The square footage dedicated to file space is eventually erased, as is the corresponding cost for such real estate. And the flow of paper to offsite storage is shut off, along with that cost. Lots of ROI in cost reduction and productivity improvements.

KwikTag Legal is used by a top 50 law firm customer, Dechert, LLP (See: Case Study) in the Scan and Retire the File Room method, and they have surpassed their original ROI targets, based on real estate cost reductions related to file room square footage and on-site paper storage. This firm has also applied their scanning operations to pull back and scan the most recent years of offsite records, and has achieved significant long term cost reductions in this area as well. For attorneys who still want to work with a paper file, a request is sent to Records, who re-prints and delivers the paper – but this method of work is in continual decline.

Scan and Retire the File Room delivers a high-impact ROI. Its aggressive approach to enterprise scanning requires strong executive backing because of the change and cultural adjustments it brings. And this framework needs a powerful new scanning operation, and tight workflows for capture. KwikTag Legal’s separation of profiling and scanning workflows enable the kind of productivity, integrity and automatic process audits necessary for such a big undertaking. The customer mentioned above uses their facilities management company, DTI, to run the scanning and QC operation – like clockwork.

Scan and Retire the File Room is an effective Scanbition Framework for firms with these objectives:

  • Reduce the real estate and other costs for paper file rooms and storage
  • Office moves to smaller square footage space
  • Improve the efficiency of the attorneys and staff by building a fully electronic matter file

For more information on this and other Scanbition Frameworks, contact consulting@docsolid.com , or use the information request form at the Contact Us page at our web site.

18 04, 2013

Scanbition Frameworks – Your Plan for Enterprise Scanning

2013-04-18T04:00:17-07:00April 18th, 2013|Paper2Digital Blog, Steve's Blog|

When a law firm determines it wants to get serious about scanning (the onset of Scanbition), it generally has an initial and a long term objective. For long term objectives we hear of ambitions to ‘Go paperless’ in the practice areas or ‘Eliminate offsite records storage’. Initial objectives are more grounded in practicality, such as ‘Start scanning closed matters instead of sending them offsite to records storage’ or ‘Start scanning all incoming paper for the IP Practice Group.’

‘Start’ is the key word. ‘How do we start?’ How do you move from tedious, one-document-at-a-time scanning, to scanning all the paper? When the only scanning experience has been casual scanning at the copier, best practice enterprise scanning is a big leap forward. It must fit the culture, the workflow, and the operational future of the Firm. Enterprise scanning requires a Plan, considering:

–          What are our specific goals for paper document scanning?

–          What volume of incoming paper will we need to address with this project?

–          How does the paper arrive, and get managed?

–          Can we receive and manage it so that our scan capture workflow is sure to get it all?

–          Who profiles the documents into the DMS? Who scans?

–          How do we apply security, process integrity and QC to the overall job?

–          How do we intersect with Records policy?

–          When do we engage the Records staff?

–          Do we shred? How? When?

–          How do we measure our productivity in the project?

–          How do we measure ROI?

–          What staffing, infrastructure and application resources are required?

–          Who owns this new operation?

To tackle these constructive questions, and others, you must develop an approach to the project that marries the overall objectives with the firm’s culture about paper, with the ROI targets, and investment resources. To jump start the approach, DocSolid offers our Scanbition Frameworks. These frameworks put your project into an operating context, based on your objectives. How do you start? Pick a Scanbition Framework!

  1. Scan and Retire File Room
  2. Target Image Enthusiasts
  3. Scan and Maintain the File Room
  4. Scan and Shred Closed Matters
  5. Start with Accounting

Our upcoming blogs will detail each Framework.

25 03, 2013

Wake Up from Scanesthesia!

2018-04-04T17:32:30-07:00March 25th, 2013|Paper2Digital Blog, Steve's Blog|

Scanesthesia is the latest addition to our Scanthology dictionary of scanning terms. Scanesthesia is a common condition in law firms, characterized by a sleepy acceptance of the relentless accumulation of paper,  despite the general availability of scanning. So, almost all law firms have casual (walk-up) scanning at their copiers and mfp’s, and this type of scanning has been in place for years. Yet paper burdens continue, taking up space in offices, hallway boxes and file rooms. Growing the mountain of offsite storage. Straining the attorneys and staff with slow, unreliable and un-automated paper file retrievals. This is about a big cost that can be reduced. This is about productivity drain that can be eliminated.

Our 2013 ILTA Roadshow addresses Scanesthesia head on, explaining why we have it, and what we can do about it. In addition to case studies on enterprise scanning – as a best practice, we’ll pass on tips about:

  • How to wean attorneys from paper file dependency
  • How to get the staff to go ‘all-in’ for scanning
  • How to incorporate paper document destruction in your records practices

And we are accumulating tips on these topics from our audience, and assembling a summary Field Report at the end of the Roadshow.  Or write to me at sirons@docsolid.com with your Field Report!

4 02, 2013

DTI Partners with DocSolid

2018-04-04T23:08:52-07:00February 4th, 2013|Press Releases|

DTI & DocSolid Announce Premier Partnership

Increased Technology Offerings for Facilities Management Clients

ATLANTA – January 29, 2013 – DTI, the nation’s largest private independent provider of e-discovery services, facilities management, and knowledge process outsourcing, announced today that it has become a DocSolid Premier Partner. DocSolid’s Premier Partners provide high-value services around the KwikTag Legal scan capture solution.

“This partnership provides DTI’s clients a proven solution for converting paper documents into searchable image information across a firm-wide platform for scan capture,” said Robert McAllister, vice president of DTI’s Facilities Management operations. “In addition to day-forward scanning for records management, it provides an efficiency return for firm staff as it relates to converting paper to electronic, with DTI using proven methodologies and staff to accomplish the firms document management goals.”

DocSolid’s scan capture solutions increase productivity and reduce operating costs by removing paper from your business process. Its patented process captures paper and integrates images with document management, records management, and business software.
Steve Irons, president of DocSolid, said, “At law firms using KwikTag Legal for enterprise scanning, we have several significant success stories with DTI, where DTI offloads the labor, logistics and audit controls. This model enables a paper-free law firm, and it’s a game-changer. Our DTI partnership recognizes a serious service provider for law firms ready to get serious about scanning.”

Michael Shannon, CIO of Dechert LLC, and a DTI client said, “Our utilization of the KwikTag solution by DTI’s onsite team, has scanned and filed an average of 200,000 pages per month-and this number is steadily increasing. The cost savings to store electronically rather than physically is huge.”

Download DTI DocSolid Press Release 01-28-13

About DTI
DTI is the nation’s largest independent provider of e-discovery, managed document review, facilities management, and knowledge process outsourcing. DTI serves the nation’s leading law firms and Fortune 500 corporations through its 27 highly secure service centers located in major cities across the United States. For more information, visit www.DTIglobal.com.

4 02, 2013

Iron Mountain Partners with DocSolid

2018-11-17T17:16:05-07:00February 4th, 2013|Press Releases|

Iron Mountain Launches Solution to Help Law Firms Reduce Costs of Records Storage and Improve Access to Information

Leveraging offsite records storage facilities and document scanning, law firms can reduce operational costs, gain efficiency and improve client service

BOSTON (Jan. 30, 2013) – With law firms under pressure to control costs and improve client service, many are looking at how they store, manage and access their paper records to realize these savings and service gains. In response, Iron Mountain Incorporated (NYSE: IRM) today announced the Total Offsite Records Solution for law firms, combining offsite records storage and document scanning. With the solution, firms can regain office space and become more efficient users and managers of their records by moving them to an Iron Mountain facility for centralized storage, management and scanning. As a result, law firms can make smarter use of their real estate and enable attorneys to access information from desktops and mobile devices, improving their productivity and client responsiveness.

“Law firms all agree that ‘going digital’ will give them faster access to files and lower the cost of records storage and management,” said Brian McCauley, director of Information Governance and Matter Management at McDermott Will & Emery LLP. “There’s little consensus on the best way to go about doing it, however, and it’s hard for information governance professionals to ensure the firm is following a single set of rules for this process when the scanning isn’t centralized. Iron Mountain’s solution gives law firms the ability to standardize their digitization process by moving paper records offsite for secure storage and easier scanning. Firms should embrace strategies like this to go digital cost effectively, freeing up premium office space for adding attorneys and gaining better security and governance over their paper records.”

As reported in the July 15, 2012, edition of the Wall Street Journal, a number of law firms have begun to pursue strategies for optimizing their use of office space (one of their biggest fixed costs), prompting many to rethink the common practice of maintaining onsite file rooms and records personnel. To reduce these costs and reclaim onsite storage rooms for revenue-generating activities, many law firms are digitizing their paper – swapping hard copy for electronic records and making it easier for their attorneys to find and access information in the process. It’s a costly and time-consuming project that can fail to deliver the desired savings and productivity gains unless firms have policies for records retention and overall governance.
Iron Mountain’s Total Offsite Records Solution is comprised of two main pieces:

  • Dedicated Offsite Records Center – Law firms can move both active and inactive records to an Iron Mountain records center, freeing up office space for revenue-generating activities and allowing information managers for the firm to focus on more strategic governance activities. Additionally, law firms gain greater storage capacity; document security; and space for preparing and viewing scanned records than they have managing records on-premises.
  • Go Digital Smart – Iron Mountain designs a customized digitization strategy based on the law firm’s culture and best practices to ensure attorneys have quick and secure access to information. Plus, through a partnership with DocSolid, a leader in document scanning solutions for the legal market, firms can enter documents scanned by Iron Mountain directly into their existing document management system. This integration ensures records are properly indexed and accessible from anywhere.

“Like other organizations, law firms are looking for ways to control costs and adopt new operational strategies to run their business more efficiently,” said Matt Kivlin, director of product management, Legal Solutions for Iron Mountain. “Our Total Offsite Records Solution helps law firms to lower their records management costs and find additional efficiencies through digitization. Law firms not only gain an operational and performance edge; they also strengthen their ability to manage information. This ‘two-for- one benefit’ supports many firms’ efforts to go digital and advance records staff to information governance and compliance roles.”

For more information, click to visit Iron Mountain’s Total Offsite Records Solution page for law firms.

About Iron Mountain
Iron Mountain Incorporated (NYSE: IRM) is a leading provider of information storage and management solutions. The company’s real estate network of 64 million square feet across nearly 1,000 facilities in 32 countries allows it to serve customers around the world with speed and accuracy. And its solutions for records management, data backup and recovery, document management, and secure shredding help organizations to lower storage costs, comply with regulations, recover from disaster, and better use their information for business advantage. Founded in 1951, Iron Mountain stores and protects billions of information assets, including business documents, backup tapes, electronic files and medical data.
Visit www.ironmountain.com for more information. ###

Download the press release

17 09, 2012

A Mix of Digital and Paper

2012-09-17T09:20:12-07:00September 17th, 2012|Paper2Digital Blog|

In his latest post at iPhone J.D. Jeff Richardson recounts a recent conference where he teamed up with Judge Dan Hinde to discuss useful iPhone apps for judges. Many are familiar but the most interesting application to me was more than an app.  Paper in the form of a warrant passes from the world of atoms to the realm of bits and back again. (more…)

6 09, 2012

ILTA 2012 Panel Discussion – Scan with a Plan

2012-09-06T11:25:47-07:00September 6th, 2012|Paper2Digital Blog|

On the last day of the conference, Steve Irons hosted a panel discussion called, Scan with a Plan: Digitizing Content for Your ECM System. It was very well attended and received (obviously I’m biased). The session stemmed from the amazing success of our roadshow event: What’s Your Scanbition? ILTA planners then added it to the conference with an emphasis on the experiences of actual law firms.

The presentation that Steve used for the session is available here: DocSolid ILTA 2012 Conference.

We also have a recording of the What’s Your Scanbition? presentation that kicked this all off available here.

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