Digital File Room

9 04, 2025

5 Advantages of Cloud-Based Paper Scanning: Why Law Firms Must Modernize for the Hybrid Workplace

2025-04-07T12:53:48-07:00April 9th, 2025|Paper2Digital Blog|

5 Advantages of Cloud-Based Paper Scanning: Why Law Firms Must Modernize for the Hybrid Workplace

The legal industry has always been deeply rooted in paper-based processes, but the shift to hybrid work has made it clear: firms can no longer afford to rely on physical documents. Attorneys and legal staff work across multiple locations. Confidential client information must be accessible, secure, and seamlessly integrated into digital workflows.

While many firms have already begun scanning and digitizing their documents, a surprising 61% of paper still requires scanning—underscoring the fact that traditional scanning approaches haven’t fully caught up with the modern workplace.

The question isn’t whether firms should move to digital-first operations- That is a given. The real challenge is… How do firms modernize these workflows in a way that is sustainable, secure, and scalable? This is where cloud-based scanning comes into play.

The Problem with Legacy Scanning Approaches

Most firms have historically relied on on-premises scanning infrastructure—copiers, scanners, and local servers to process and store files. But these old approaches have significant limitations:

  • Limited accessibility – Paper documents only exist in one place at a time, impeding productivity for remote and hybrid workers.
  • Security risks – Paper is easy to misplace, and physical records rooms present compliance challenges.
  • IT complexity – Traditional document scanning is often dependent on IT resources to maintain software, hardware, and infrastructure.
  • Real estate costs – As firms optimize their office footprint, maintaining on-site records storage is expensive and undesireable.

Why Cloud-Based Scanning is the Future: The Top 5 Advantages

Scanning directly to a cloud document repository, firms overcome the challenges of using old methods while unlocking new efficiencies. Here are five key advantages of cloud-based scanning for the hybrid law firm:

  1. Cloud Enables True Anywhere Access

Hybrid work means attorneys and staff are constantly moving between home, office, and client meetings. With cloud-based scanning, legal professionals can instantly access scanned documents from any device, anywhere—without being tethered to a physical office.

This isn’t just about convenience—it’s about business continuity. When critical documents are digitized and stored securely in the cloud, firms reduce the risk of misplaced files, lost mail, or delays caused by in-office dependencies.

Also see: Law Firms Must Transform Mailrooms: 40% of First Class Mail Now Takes Longer

  1. Security and Compliance are Strengthened

With client confidentiality and data security being paramount, law firms must ensure that scanned documents are protected at every stage. Cloud-based solutions leverage enterprise-grade encryption, secure access controls, and standards for operational controls like SOC 2 Type 2, ensuring that sensitive legal records remain safe from breaches, loss, or unauthorized access.

Beyond security, compliance and governance are also simplified. Unlike paper records, which are difficult to track and audit, cloud-based systems provide a clear digital chain of custody. This is important to enforce document retention policies and meet regulatory requirements.

  1. Eliminating IT Bottlenecks with Faster, Simpler Deployment

One of the biggest barriers to modernization in legal tech is IT backlog. Traditional on-premises scanning solutions often require months of setup and dedicated IT resources. Cloud-based scanning is easy to adopt because it removes this friction:

  • No on-premises infrastructure to maintain
  • No major IT project, simple cloud configuration
  • Rapid deployment enables firms to go live in weeks, not months

By eliminating IT roadblocks, firms can modernize faster while keeping limited IT resources focused on strategic initiatives.

  1. Cost Efficiency and Real Estate Optimization

Law firms are reducing their office footprints, and physical records storage is an undesirable cost. Moving scanning to the cloud allows firms to:

  • Free up valuable office space previously dedicated to file rooms
  • Reduce spending for on-premises scanning infrastructure
  • Shift to a subscription-based model, eliminating large upfront IT investments

Ultimately, this approach aligns with law firms’ broader digital transformation strategies, allowing them to be more cost-efficient and more responsive to clients.

  1. On-Demand Image Processing Solves Scanning Volume Uncertainty

Paper volumes fluctuate. The quantity of mail can periodically spike, case files accumulate before trial, and large digitization projects require bursts of processing power. Traditional scanning infrastructure is fixed so firms either underutilize resources or struggle with bottlenecks.

Cloud-based scanning introduces on-demand scalability to dynamically scale up based on real-time needs. No need for expensive hardware upgrades or waiting for IT teams to provision new servers—scanning operational capacity expand instantly as needed.

The Shift is Happening—Is Your Firm Ready?

The legal industry has reached a critical turning point. Hybrid work, security concerns, and the cost of real estate are forcing firms to rethink paper records scanning. Firms that still rely on manual, on-premises scanning workflows will find themselves at a disadvantage. The inefficiencies, security risks, and escalating costs are impediments to a law firm’s success and future growth.

Cloud-based scanning is not an IT upgrade— it’s a strategic imperative. Firms that embrace this shift gain agility, security, and cost-efficiencies.

For legal professionals looking to future-proof their operations, the time to transition is now. Firms that act decisively will have an advantage from utilizing an everyday solution that improves responsiveness to clients.

Airmail2 Cloud Digital Mailroom Resources

24 03, 2025

The Future of Mail and Records in a Hybrid World: How Airmail2 Cloud Delivers Secure, Digital Solutions

2025-03-24T10:51:58-07:00March 24th, 2025|Paper2Digital Blog|

The Future of Mail and Records in a Hybrid World: How Airmail2 Cloud Delivers Secure, Digital Solutions

The shift to a hybrid workforce has fundamentally changed how businesses and law firms manage mail and records. For decades, paper-based processes were standard practice, but today are a liability. The inefficiencies, security risks, and costs of maintaining traditional mail and records rooms are pushing organizations to re-think their approach.

At DocSolid, we’ve built Airmail2 Cloud, a purpose-built cloud SaaS solution that digitizes and optimizes mail and records operations, ensuring secure, streamlined access from anywhere. Whether you are are a optimizing your firm’s real estate footprint, a corporate legal department seeking stronger compliance, or a commercial business focused on improving workflow efficiency, Airmail2 Cloud helps modernize document management for a digital-first world.

 Why Paper-Based Mail and Records No Longer Work

Many firms made abrupt shifts to digital processes in recent years, including scanning and distributing mail electronically. These makeshift digital mailrooms allowed operations to continue, but they lack structure, governance, and security. Firms still operating with temporary, inefficient workflows need to consider the risks:

  • Security & Compliance Risks – Scanned PDFs are often attached to emails and sent without tracking or governance, increasing the risk of breaches, lost documents, and regulatory violations.
  • Inefficiencies & Cost Burdens – Firms physically deliver mail after scanning it, duplicating efforts and creating unnecessary work. Many continue to pay for file rooms and paper-based workflows despite shrinking office space.
  • Hybrid Work Challenges – With attorneys and professionals working two to three days per week remotely, firms must ensure seamless, digital access to mail and records from anywhere.

The solution? A structured, purpose-built digital mail and records management system purpose-built for the hybrid workplace.

Introducing Airmail2 Cloud: A Purpose-Built Solution for the Hybrid Workplace

Unlike generic scanning solutions, Airmail2 Cloud is engineered specifically for digital mailrooms and records rooms, offering a secure, automated, and fully governed workflow.

Digital Mailroom Solution

How it Works:

  • Secure, DMS-Centric Delivery – Mail is automatically scanned, tagged, and routed directly into the firm’s document management system (DMS), including iManage, NetDocuments, SharePoint, and OneDrive. No more scattered PDFs floating in email inboxes.
  • Smart Notifications & Structured Workflows – Users receive email notifications with secure links, avoiding governance risks associated with PDF attachments.
  • Customizable Mail Processing – Firms can configure rules for mail delivery, ensuring the right documents reach the right people with minimal manual handling.

Why It Matters:

  • Eliminates unstructured, makeshift scanning processes that lack governance
  • Reduces the costs and inefficiencies of physical mail distribution
  • Ensures attorneys and staff can access mail seamlessly—whether at home or in the office

Digital Records Room Solution

How it Works:

  • Structured Record Profiling & DMS Integration – Mailroom and records staff index documents into the correct matter file, client folder, or department archive without requiring direct DMS access.
  • Automated Paper Disposition Tracking – Firms can digitally manage paper documents from scan to secure destruction, reducing the need for on-site file rooms.
  • Enterprise-Grade Compliance & Audit Trails – Every scanned document is tracked, ensuring firms meet regulatory and security standards.

Why It Matters:

  • Supports law firm real estate reductions by eliminating paper-based file rooms
  • Ensures critical records are accessible—without relying on physical retrieval
  • Enhances document security and compliance, reducing exposure to breaches and malpractice risks

Built for Law Firms—Trusted Across Industries

DocSolid is a proven leader in digital mail and records solutions, with a track record of success with many of the largest law firms, corporate legal departments, and commercial businesses in the world.

Airmail2 Cloud is growing in usage beyond the legal market as many types of business discover the benefits of a cloud-based scanning solution. Companies in staffing, insurance, finance, and professional services are leveraging Airmail2 Cloud to modernize document workflows and improve information governance.

Certified integrations with leading document management platforms—including iManage, NetDocuments, Microsoft OneDrive, and SharePoint— make Airmail2 Cloud easy for any organization to choose.

Ready to Future-Proof Your Mail and Records Management?

If your firm or organization is still relying on outdated mail and records processes, now is the time to modernize.

✔ Reduce costs by eliminating physical mailrooms and file storage
✔ Strengthen governance with a structured, DMS-centric approach
✔ Improve efficiency with automated workflows and secure, cloud-based delivery

Want to learn more?  Email us at hello@docsolid.com or visit our website to see how Airmail2 Cloud can transform your mail and records management.

Airmail2 Cloud Digital Mailroom Resources

25 08, 2024

DocSolid’s Airmail2 Cloud Takes Flight, from the Flight Plan™ to SOC2

2025-02-20T12:25:49-07:00August 25th, 2024|Paper2Digital Blog|

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
Hybrid Workplace Solution - Return to Office - Work From HomeAirmail2 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

Discover - Airmail2 Cloud Project Timeline Graphic

  • Project Initiation
  • Kickoff Meeting
  • Educate Project Team
  • Discovery Session(s)
  • Airmail2 Flight Plan™

  • Airmail2 Cloud Provisioning
  • Connect DMS and Scanning Devices
  • Tailor System to Flight Plan
  • System Walkthrough – Acceptance
  • Production Ready

  • Status Meetings through Launch
  • Rollout to Launch Office(s)
  • 1 Month – Launch Feedback
  • 6 Months – Metrics Review
  • Solution Assessment

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/

19 01, 2022

QC for Digital Mail in Law Firms

2022-03-02T13:48:25-07:00January 19th, 2022|Paper2Digital Blog|

QC for Digital Mail in Law Firms

In law firms, Quality Control (QC) occurs as part of various processes: Conflicts Checking, Proof Reading, and Citation Checking are just a few examples. But rarely do we apply QC measures to a law firm process like document scanning.

The Remote Workforce is Transforming the Back Office

With the advent of the pandemic, law firms have been adapting the back-office to better support remote working. Finance, HR, Marketing and most other back-office functions including the Mailroom, now work with remote teams and serve internal customers who are also working remotely.

It is now typical that incoming mail is routinely digitized to facilitate distribution to the remote workforce. The digitized mail can easily be delivered to the firm’s document management system and to attorneys and staff working remotely. In this new digital process, it is essential to apply QC measures.

Here’s why:

  • Quality Control Assures High Quality of Scanned Documents

Scanning equipment has become much more reliable over the years. Common problems like double-feeds are less common, but they do occur, along with skewed pages, and errors introduced by humans like mis-ordered pages.  As part of the Mailroom process, checking the quality of each scanned document will eliminate poor quality documents making their way through the process.

  • Quality Control Assures Accuracy of Metadata related to Scanned Documents

In a digital mailroom process, documents are cataloged as to recipient or other relevant information. Part of the QC process is to review this metadata to assure its accuracy.

  • Quality Control Engenders Confidence in the Digitization Process

A key benefit of the digital mailroom is to shred the paper after the QC step. Shredding only happens when recipients have confidence in the image (scan) quality and accuracy of the metadata. But if this confidence is gained, then firms can dispense with delivering or retaining the paper version of the incoming mail.

Implementing Quality Control

Let’s look at the digital mailroom and implementing quality control. There are 5 steps in a quality control regime.

  • Apply a Unique Identifier to Each Document

To effectively manage the QC process, each document should be identified with a unique identifier.  This “fingerprint” will assure that each document can be tracked from initial processing through disposition in the document management system and will provide a full-proof way to link the electronic and physical versions of a document.

  • Create a Written Document That Defines Quality

Quality is determined by how it is defined and measured. A quality document is a single source which guides the quality control process. It takes the guesswork out of the quality control objectives in your firm.

  • Develop Procedures

Employees work best when they have specific step-by-step procedures to follow. In the example of the digital mailroom, you should define which documents are checked and how they are checked.  This will define whether all documents are checked or just a subset as well as whether to include steps like ‘survey thumbnails’, ‘compare first and last page’, ‘compare page counts’, or ‘compare every page’.

  • Develop Instructions

Once procedures are established, they should be documented in step-by-step instructions sufficient to guide even the new members of the quality control team.

  • Collect Data

A very valuable component of a QC process is the opportunity to collect data, which can then be used to refine the imaging process. Are there higher error rates with certain scanning equipment? Are there common issues like pages out of order (a document-prep issue perhaps)? Is double-sided vs single-sided scanning creating errors? Is color captured appropriately? Data can be your guide to a more efficient process.

This article will guide you in implementing a quality control process in your digital mailroom.

10 01, 2022

New Design Thinking for Law Firms’ Digital Mail and Records Operations

2023-09-22T11:42:22-07:00January 10th, 2022|Paper2Digital Blog|

New Design Thinking for Law Firms’ Digital Mail and Records Operations

What is Design Thinking?

At its core, design thinking is a human-centered process for creative problem solving that encourages organizations to keep a focus on the key stakeholders the current problem involves. If implemented correctly, design thinking leads to more innovation, better products, services, and internal processes.

When an issue arises that requires a solution, a top question should always be, “What’s the actual human perspective behind this solution?” Design thinking defines the creative process for non-creatives and creatives alike by using a systems approach.

System Thinking:

  • Ask the right questions to solve any problem and properly identify the underlying challenges.
  • Visualize and organize information effectively to foster creative collaboration.
  • Involve the necessary stakeholders who the problems affect.

Why do Law Firms Need Design Thinking?

Law firms find themselves facing unique challenges due to the pandemic. Work from home, hybrid work situations, and return to office planning and implementation are disrupting operations in ways that just were not a consideration before the COVID-19 pandemic. Not to mention, ever-evolving security threats and the complex nature of information governance. The costs and inefficiencies that permeate from paper records rooms and offsite storage are problems that can be solved with a design thinking mindset. The value proposition of office space is a driving force of change, but while some firms are right sizing for a smaller real estate footprint, others must contend with new challenges from growth.

Design thinking processes can benefit law firms as they prepare to tackle these issues in a dynamic business environment that is unprecedented in the history of modern law firms. Law firms need to start asking the right kind of questions, involve the people directly affected, and create innovative solutions that address the following topics:

  • Work From Home
    • How can internal office operations or contracted facilities management process daily mail more efficiently and securely by re-designing the mailroom to become a digital mailroom?
  • Office Restack, Consolidation, and Expansion
    • How can law firms eliminate the paper footprint and need of physical records rooms?
    • How can law firms eliminate costs and put a stop to the flow of physical records into offsite storage?
  • Security
    • What are actionable steps law firms can take to reduce the risk of evolving security threats targeting law firms and their sensitive documents?
    • How can the process of mail distribution and records storage become more efficient and secure?
  • Adapt to Change
    • The COVID-19 pandemic affected all businesses. What solutions can law firms put in place that will have an immediate impact and enduring value to address environmental and systemic threats?

Applying Design Thinking to a Specific Problem:  Paper-based Mail and Records

As we roll into the new year, many firms are still being held back by one thing: paper, and this includes the mailrooms and postal mail. Current solutions to deliver daily mail were rapidly cobbled together and they have allowed law firms to get by during the COVID-19 pandemic, but as presently constructed, they are not long-term solutions, because they were never designed to be. It is important to acknowledge the heroic efforts that were put in place while understanding those were stop-gap measures that urgently need a permanent, more durable, and more efficient workflow. For many firms, the ringing of a new year is a wakeup call to fix this problem, but digitizing daily mail is a different sort of problem for law firms and that’s where design thinking helps.

Legal mail items contain sensitive client information. The quick fix has been scan-to-email, but this method involves high-security risks that puts the law firm and the client’s information at risk. A best practice Digital Mailroom operation negates risk completely by delivering mail directly to the digital management system (DMS) where sensitive client information can be properly filed according to the law firm’s information governance policies. A best practice Digital Records Room operates in a similar fashion by building a digitization project for scanning large volumes of physical records and storing them in the DMS.

These best practices focus on eliminating a law firms paper footprint by reducing costs and inefficiencies. The results are essential digital workflows that are better by design. Law firms not only save on unnecessary costs, but also create the ability to keep attorneys and staff productive no matter if they are work from home, in a hybrid work environment, or working in office.

Not only are these problems capable of being solved—they already have been. DocSolid’s Airmail2 Digital Mail + Records completely transforms a law firm’s paper-centric mail and records into digital operations that support work from home and return to office strategies.

The Airmail2 software provides law firms with digital delivery of sensitive and time-dependent mail and file requests with digital delivery into the DMS, allowing firms to distribute information fast and securely.

Daily Mail Digital Delivery Flowchart

Daily Mail Digital Delivery Flowchart

Client Requirements

In design thinking, identifying the key stakeholders is the first step in being able to properly create innovative solutions for them. For Digital Mailrooms, the key stakeholders who most need a robust solution are attorneys, mailroom operators, and records managers.

Attorneys: Mail Notifications

From the perspective of attorneys and legal administrative assistants, the most critical element of digital mail is the inbound email message that confirms when new mail gets delivered to them digitally into the document management system. This email message needs to be fast, informative, and immediately actionable when necessary.

Airmail2 notifications include a secure link to the digital document, a thumbnail image, and information about the mail item that enables recipients to make decisions and take next steps, including whether the physical mail needs to be kept for legal record keeping purposes. Attorneys always have the option to flag any physical mail item they want kept, but it is getting rare for that to be required by a government entity or the courts.

The mail notification message is multi-purpose:

  • It has import to the addressee
  • It represents a task to the practice team
  • It is a step forward in the efficiency of handing-off paper

The simple and quick alert of incoming mail should contain enough information to triage and accurately file the digital document. This better facilitates any further work on the related matter. Delivery of digital mail is faster because it eliminates all worker location constraints that are the result of handling physical mail manually. For example, a law firm spending $3,000 per month to pay for courier drivers to deliver physical mail to attorneys working at home fails to compare, of course. Speed wins.

Mailroom operators:  Simplicity and Reliability

From the mailroom perspective, this work is thankless drudgery, so they need help with repetitive portions of this time sensitive task. The Airmail2 software enables quick labeling of each item based on information visible on the envelope. Everything else is pre-configured according to routing rules in the software.

Scanning and quality control can be done separately to batch the work with simple checklists. When the operator is done, they need to verify the delivery status, image quality and page counts. That mail delivery session is then closed, and the operator starts the next one. If needed, they can easily go back to retrieve and fix a mail item. Paper handling is constrained within a few feet of the front door rather than travelling further inside the building. Or worse, travelling miles further outside the building. Most importantly, the documents get to their intended recipients fast.

Records Managers: Integration with the Matter File

For Records Managers, the requirements are to clear the clutter and capture the true documents as early as possible in the digital matter file. As mentioned, the requirement to retain a physical document are rare— once and done is the name of the game for records and retention compliance. With permission to shred after scan and with reasonable quality controls, Mailroom and Information Governance (IG) staff can focus on efficiency: careful identification and training on naming conventions and any exceptions to the firm’s scan and shred policy.

Requirements will include the ability to direct the images to the best places possible in the DMS. A person knowledgeable about the document types will need to intervene, but this does not always have to be the legal secretary. If standards can be put in place over time for repetitive doc types, everyone is more efficient.

Conclusion:

Law firms have unique requirements and no two are exactly alike, but this is the reason why design thinking is the smart way to achieve your goals. DocSolid uses the principles of design thinking to develop the Airmail2 Digital Mailroom and Digital Records Room software and supplies. These are proven solutions with certified DMS integrations for iManage and NetDocuments. Are you looking to adopt a best practice because your law firm needs to deploy a mission critical Paper2Digital Transformation like this? DocSolid Design is leading the way.

15 12, 2021

Client Requirements for a Digital Mailroom Solution – Who Cares?

2022-01-14T09:22:59-07:00December 15th, 2021|Paper2Digital Blog|

Client Requirements for a Digital Mailroom Solution – Who Cares?

What do attorneys, mailroom operators and records managers need from a digital mail solution?

Law firms now need a best practice digital mailroom operation, moving beyond the scan-to-email workaround established at the onset of the COVID-19 crisis. In seeking a best practice solution, it’s useful to consider the needs of the key stakeholders who most need a robust solution: attorneys, mailroom operators, and records managers.

 Attorneys: Mail Notifications

From the perspective of attorneys and legal administrative assistants, the most critical or useful element of digital mail is the inbound message of available mail. This message needs to be as fast as postal mail was in terms of arriving onto the desk—and faster is even better and perfectly possible with today’s available technology.

Getting a notification with an image, mail recipients are enabled to make decisions and take next steps, including whether the physical mail needs to be kept later for legal records keeping purposes. This requirement is getting rare however for most state governments and their courts.

The mail notification message is multi-purpose:

  • It has import to the addressee
  • It represents a task to the practice team
  • It is a step forward in the efficiency of handing-off paper

The simple and quick alert of incoming mail should contain enough information to triage and accurately file away the image for all further work on the matter to enable the flow to next steps happens faster with less cleanup required.

Mailroom operators:  Simplicity and Reliability

From mailroom perspective, this work is thankless drudgery, so they need help with repetitive portions of this time sensitive task. Firstly, this is quite simply a strong firm stance on what the standards are for efficient, defensible cost-conscious processing of physical mail. IT can’t be all things to all people and should not be forced into a position to double, or even sometimes triple their work in re-delivering postal mail multiple times/places physically or even digitally.

A good system from a mailroom perspective allows for simple efficient labeling of each item based on information available on the envelope or on-screen recorded in the software tool.

Scanning and quality control can be done in groups as a matter of course with simple checklists. When the operator is done, they should be able to verify the status and the counts and easily go back to pull up any items for which a question is returned. That mail delivery session is then closed, and the operator then has a clean start ready for the next one. Paper is handled and trashed within a few feet of the door rather than travelling miles further inside the building.

Records: Integration with the Matter File

For Records, the requirements are to clear the clutter and capture the true documents as early as possible in the digital matter file. Since as mentioned, the requirement to retain the physical mail is rare, once and done is the name of the game for records and retention compliance. With permission to shred after scan and with reasonable QC, Mailroom, and information governance (IG) staff can focus on efficiency: careful identification and training on naming conventions and any exceptions to the new rule of scan and destroy.

Their requirements will include the ability to direct the images to the best places possible in the DMS. A person knowledgeable about the document types will need to intervene, but this does not always have to be the legal secretary. If standards can be put in place over time for repetitive doc types, everyone is more efficient.

The best system will include feedback mechanisms for tuning the postal mail delivery and any exceptions for each practice, or even a specific recipient.

Wouldn’t it be great if over time the notification message to the addressee and matter team about a mail item delivered an hour ago included a link to the DMS where the item is already filed in its proper client/matter workspace and folder?

In the end, each group will have its own requirements for digital mail, and a robust solution should take into these key considerations as you design your firm’s digital mail room solution for the long term.

10 08, 2021

Law Offices Get Smaller, Records Rooms Get Digital: A DocSolid White Paper

2022-01-14T09:57:08-07:00August 10th, 2021|Paper2Digital Blog|

Law Offices Get Smaller, Records Rooms Get Digital: A DocSolid White Paper

Law firms are facing a tremendous opportunity to reduce real estate, but paper-based records rooms are an obstacle to this.  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

For more information about the DocSolid white paper, “Law Firms Get Smaller, Records Rooms Get Digital” go here: https://www.docsolid.com/law-firm-digital-records-room-white-paper/

16 06, 2021

Why is DMS Integration so Pivotal for Digital Mail and Records?

2021-06-17T12:33:24-07:00June 16th, 2021|Paper2Digital Blog|

Why is DMS Integration so Pivotal for Digital Mail and Records?

A System of Record is Requisite to Information Governance and Managing Risk

In the beginning, document management was a system used to manage versions and eliminate the risk of sending the wrong version to clients. Documents could be more easily shared and re-used when stored in a managed library.

As the market matured, four things happened to change the economics and structure of the market for systems of record solutions and help move this market across the chasm.

  1. In the wake of a dramatic increase in compliance and risk-based concerns (Enron, SarBox, FRCP), organizations realized that they needed better control over their silos.
  2. SharePoint disrupted the market by entering at the low end.
  3. Users realized that they were spending too much on all of their silos.
  4. Users realized that they could only automate across departments if they did something about[1]

Fast forward to today and we see that the top five issues keeping Chief Legal Officers[2] awake at night, three pertain to how law firms handle of their records, including:

  1. Protection of corporate data
  2. Governance and management of data
  3. Ethics and compliance requirements

Why DMS is Necessary

Client information must be managed within the technology framework of the document management system (DMS).  Only through the technology of the DMS can we deliver security and the effective, timely, and consistent disposal of physical and electronic information that no longer needs to be retained should be a core component of any Information Governance program.

Email (for better or for worse often) is a corporate “record” just like any other document. Email is the de facto standard for business communication across organizations at this time. Just as any other type of business information and record, email must be included as part of, and adhered to, the organizational standards addressing information and records.

Therefore, scanning inbound postal mail via email is creating a new record that must be filed in the document management system.  This is an inefficient, laborious process that puts unnecessary labor on the part of the attorneys who must then file the email.

There are other options such as sending inbound postal mail via the DMS directly to the attorneys without using email.  This eliminates the inefficiency of sending via email and protects the firm’s information governance processes.

The Digital Mailroom enables productive, secure delivery of daily mail directly into the DMS. Learn more by downloading our free guide, 7 Reasons to Upgrade to a Digital Mailroom Operation

[1] https://info.aiim.org/aiim-blog/newaiimo/2010/10/20/systems-of-record-and-systems-of-engagement

[2] 2018 ACC Chief Legal Officer Survey

20 09, 2023

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

2023-09-20T14:04:56-07:00September 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

Daily Mail Digital Delivery Flowchart

Five Tips for Improving Information Governance with a Digital Mailroom

  1. 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!
  2. 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.
  3. 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.
  4. 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.
  5. 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!

7 04, 2021

Reduce Real Estate by Digitizing Daily Mail and Records – The Right Way

2021-08-30T14:45:50-07:00April 7th, 2021|Paper2Digital Blog|

Reduce Real Estate by Digitizing Daily Mail and Records – The Right Way

 

The ways attorneys prefer to work has transformed. 76 percent now favor remote work, according to the 2021 Peer Monitor and Georgetown Law State of the Legal Industry Report. 

And if attorneys change the way they work, that means everything changes:  from how attorneys receive client mail and request matter files, to large scale financial decisions that affect one of the most expensive costs law firms have after salaries: real estate. 

This is why we shouldn’t be surprised when Sherry Cushman, Vice Chair and Executive Managing Director of Cushman & Wakefield, predicts “The legal sector will be downsizing its real estate needs on average 10% to 30% — and in some cases, 40% to 50%.”  

The opportunity to recapture real estate costs is extremely attractive to law firms, but firms first need to solve the paper-based problems of daily mail and onsite records.

Airmail2 Digital Mailroom Solution Icon
Airmail2 Digital Records Room Solution

Paper2Digital Transformation leads to real estate optimization

When it comes to daily mail, attorneys and staff working from home absolutely require reliable, digital delivery of daily mail. Scan-to-email workarounds were hastily applied at the onset of the COVID-19, but now the mailroom needs to be made into a durable, permanent and secure operation. 

Legal mail items contain client information, and the methods for processing them digitally should incorporate the same standards applied for all client data at the firm. In retrospect, building a daily mail delivery process based upon email was not a good idea.

A best practice Digital Mailroom operation delivers mail directly to the DMS where sensitive information can be delivered securely and governed according to firm policy. A best practice digital records room is similar, building a digitization project for scanning large volumes of paper records and storing them in the document management system. Built-in quality controls enable confident shredding of the scanned documents. It’s a Paper2Digital Transformation that can make entire file rooms disappear.

These are best practices focused on the critical paper-based workflows inside the law firm. The value proposition is strong just based on eliminating the costs and inefficiencies of paper records and nothing more. However, a multitude of other high value, and high visibility, goals become possible including; repurposed office space, hoteling, and downsizing. Beyond the tangible cost savings, these digital workflows are required to keep attorneys and staff productive, no matter where they may choose to work on any given day.

DocSolid’s Airmail2 Digital Mail + Records Suite transforms a firm’s paper-based mailroom and Records Room functions into streamlined, digital operations supporting both work-from-home and return-to-office strategies simultaneously, while enabling firms to optimize their real estate.

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, according to policy and in keeping with individual client guidelines. 

 

More can be learned about the benefits of transforming mailroom operations in our industry white paper:
7 Reasons to Upgrade to a Digital Mailroom Operation .

 

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