LINK App: Send-and-File to DMS

We are receiving more and more requests to Send-and-File to iManage and NetDocuments. Our LINK app has done this for years.

Filing email to DMS is becoming important from a governance perspective. Not only do law firms want emails to be accessible in DMS with the Matter. But some law firms want to reduce the risk of years of email in Outlook. One of our law firm customers deletes all email at the 90-day mark. Truly. Another firm archives all email after 90 days. Retrieving email from the archive is possible but time-consuming. Therefore, filing to DMS becomes more attractive to attorneys.

Even without such law firm email policies, filing email to the Matter is increasing. The key is that is filing to DMS needs to be easy.

But Send-and-File on mobile devices is rare. It requires a tight integration of DMS and Email, as well as comprehensive security to protect confidential client data. LINK provides both the easy workflow and the security. Draft the email, tap Send, then tap a Recommended, Recent, or DMS folder to file.

LINK has predictive filing, too. LINK learns where you file a certain correspondent’s email and will show you Recommended, Recent, and DMS folders. In many cases you can file to one of these folders with a single tap.

New in LINK, the attorney can now go to the LINK email settings to turn Send-and-File on or off by default. The attorney can also toggle Send-and-File off and on, per individual email by tapping the envelope icon in draft email. When the envelope is green, Send-and-File is on.

Send and File Setting in LINK

Watch this brief video to see all of LINK’s Send-and-File features.

If you have questions, just write to us at: contact at mobilehelix.com. We’re ready to help you.

Learn more about LINK’s encryption, authentication, and secure container in this 5-minute video: LINK’s Security and Data Protection.

-Maureen

LINK App: Time and Date Stamps

LINK’s in-app annotation is an attorney favorite. LINK has long had the feature to sign and initial documents. Now we have added stamps for time, date, and time/date. No writing. Just tap to insert a signature and date.

Here’s how to do it on either a smartphone or tablet.

  • From the open document, tap the Paper/Pencil icon in the upper right
  • The annotation menu will appear on the left
  • To add a signature. tap the “J” icon, then tap the signature
  • To add a date, tap the Stamp icon
  • From the Stamps, tap the date, time, or date/time
  • Then position it on the document

That’s literally all there is to it. Now you can email the document or save it to DMS or file storage.

For a quick demo, view this video.

Have any questions or want to see a demo of the LINK app? Email me at: contact@mobilehelix.com.

-Maureen

LINK App Enhanced Email Swipe Menus & VIP Notifications

Let’s face it, Email is vital to our work, but it’s also tedious and time consuming. In LINK we care about features which make Email management more efficient.

LINK’s configurable “Swipe Menus” are one of those features. Here are 3 key things to know about Swipe Menus.

I. Color-Coded: By popular demand, menus are now color-coded per the task.

Inbox Swipe Menus

DELETE: RED

ARCHIVE : BLUE

FLAG: ORANGE

REPLY/FORWARD/FILE: GREY

VIP: RED

READ/UNREAD: BLUE

II. More Options from Either Side

Now you can select any of these options from either Left or Right Slide: Delete, File, Flag, Unread, Forward, Reply, VIP, Archive

There are 3 swipe left options and 2 swipe right options.

III. Settings

From the Inbox, tap the Gear Icon, in the upper right to go to Settings. Select your options. Then Save.

Email Settings from the Gear Icon in the Inbox

Bonus: VIP Notifications

Don’t forget to use your VIP features. You can make any correspondent a VIP by swiping and tapping on VIP. Then in Settings, select a distinct sound for VIP notifications. Learn all about VIP notifications in this video.

I hope that these swipe menus make your life easier!

If you have any questions, please write to me at contact@mobilehelix.com.

–Maureen

LINK App: Add to Favorites & My Matters

New in LINK and by popular demand, you can now:

  1. Add a workspace, folder, or file to Favorites
  2. Add a a workspace to My Matters
My Matters & Favorites Image

Just tap the ellipsis menu to the right of the workspace, folder, or file name.

This 36 second video shows how quick it is to do so.

If you have questions, email us at: contact @ mobilehelix dot com.

-Maureen

Register for our ILTA Webinar on July 20th: Paperless? It’s Easy with the LINK App

Protect Your Data in a Remote Work Environment – ILTA Educational Webinar

Working remotely became a neccessity almost overnight. But were firm architectures ready? Two common entry points to system hacks, social engineering and network vulnerabilities, threaten the security of remote working. In this session, Mobile Helix CEO and Chief Architect, Seth Hallem, will describe these vulnerabilities and propose practical and actionable ways to address these weaknesses using safe browsing, network proxies, authentication, authorization, and DLP. These mitigations apply to both desktop and mobile devices.

This is an ILTA Educational Webinar. It is free to members as well as to non-members as part of ILTA’s COVID-19 content. Non-members may register for a free login-in.

WATCH THE RECORDED WEBINAR HERE

Outline:

I. Social engineering: Phishing, “Water Hole,” SIM card swaps

   Mitigations including:

    A. Safe browsing

    B. No SMS

    C. Web filtering via proxying

    D. Data Loss Prevention (DLP): printing, recipient checking, metadata filtering

II. Network vulnerabilities

    Mitigations including:

    A. Layered security

    B. Filter – proxy

    C. Authenticate the source – certificates, IP fencing, DoS defense

    D. Authenticate the user – AD credentials, complex passwords, SSO

    E. Authorize – manage email attachments

III. Example of a secure architecture

We welcome you and your questions on June 10th.

Write to us at: contact@mobilehelix dot com.

-Maureen

Paperless Legal Pre-bill Approvals with the LINK App

Before we all moved to working from home, were your attorneys and paralegals approving pre-bills by marking up paper? And now? Are you scanning reams of paper? Printing and FedEx-ing?

In late 2018 we were contacted by the head of Knowledge Management of an AmLaw 100 law firm. They had a specific goal: to make approval of pre-bills paperless and easy to do on an iPad. They have a practice which has high monthly transactions. Some partners were approving several thousand pre-bills per month on paper. This was difficult enough when a partner was in the office. It was untenable if the partner had to travel. This firm had heard about our LINK app’s built-in annotation and integration with DMS. They wanted to know if we could help.

Marking up pre-bills is easy to do with LINK. Here is a common workflow:

  1. Accounting uploads the pre-bills to a folder in DMS.
  2. Attorney goes to that folder in DMS from the LINK app.
  3. Attorney annotates the pre-bills using LINK’s in-app annotation.
  4. Attorney saves the marked-up pre-bill to DMS from the LINK app.
  5. Accounting retrieves the marked-up pre-bills.

That’s all there is to it. In LINK you can mark-up a pre-bill with a pencil or a finger. Add a stamp or note. You can even capture your signature then place it on documents.

This law firm started approving pre-bills with LINK in 2019. Their partners are very pleased with the improved process. There is no going back to paper for them.

There are variations to the workflow. Instead of DMS the firm may upload the pre-bills to network file shares or OneDrive. Or, the pre-bills may be emailed to the attorney, marked up in LINK, and then emailed back. LINK can be used on a phone instead of a tablet.

You may watch a video showing two workflows, one using DMS and one using email, below.

in legal we are seeing that this pandemic presents an opportunity for certain productivity improvements. Not only in the case of Zoom, but usage of DocuSign has rocketed. “Never let a crisis go to waste.”

We would be happy to discuss your pre-bill workflow and how LINK could apply to it.

-Maureen

contact@mobilehelix.com +1 347-508-0967

LINK App: Paperless Legal Pre-bill Approval Workflows 8:54 from LINK App by Mobile Helix on Vimeo.

Okta Sees a COVID-19 “Zoom Boom”

If you have an office job, you likely now WFH (work from home). The odds are that you have found yourself on at least a handful of video teleconference calls in the past four weeks. There is no question that video conference services have been the backbone of the information workforce during this month of “stay-at-home”. Teachers, students, courtrooms, and television shows are going live from homes all over America.

In the process of doing research, I happened to find this April 8th post by Hector Aguilar, Okta’s President of Technology, How COVID-19 Is Changing the Way We Work: Zoom Boom + MFA is the Way. Okta is a leader in identity management and Multi-Factor Authentication. Therefore, Okta has a unique and vast window into the usage of cloud services.

We all know anecdotally that Zoom usage has been rocketing. This is the first data that I have seen comparing Zoom to other video conference services.

Percentage Increase in Unique Daily Users of Zoom, Cisco WebEx, and Ring Central from 2/24/2020 to 3/27/2020
Source: Okta

From February 28 to March 27, Cisco’s WebEx and Ring Central’s unique daily users were up about 50%, but Zoom’s were up 200%.

Zoom’s adoption has been nothing short of incredible. From yoga teachers to grandparents, people are thrilled with its ease of use. I have used quite few of the video conferencing services. Out company tried Zoom over two years ago and never looked back. Both the ease of use and the pricing were  a world apart from the other services.

Zoom has had a challenge-laden couple of weeks as the onslaught of users and attention by security analysts have exposed vulnerabilities. Some, such as “Zoom-bombing,” where intruders disrupt a session, can be managed with existing policies. Others are more serious. Zoom is reporting fixes weekly. They report that they have removed the use of the Facebook SDK in their iOS app, which was sending user data to Facebook.

School districts have banned usage of Zoom. There are three class-action law suits against Zoom.

Zoom announced yesterday that they have formed a CISO Council and an Advisory Board to look at ways to address Zoom’s security and privacy issues, with CISOs from VMware, HSBC, NTT Data, Netflix, and more participating. In what would appear to be a major coup for Zoom, Alex Stamos, former CSO at Facebook, now at Stanford, tweeted on April 8th that he will join Zoom as an outside advisor.

I’m optimistic that they will resolve most of these issues. Zoom has a lot to gain by doing so.

-Maureen

April 9, 2020

We Want to Help – Special LINK Offer

If our LINK app can help you to provide business continuity to your attorneys and staff in this unprecedented time, we want to get LINK in your hands.

We are extending this special offer:

  • Our free LINK app trial duration is now 90-days
    • Applies to trials which begin before August 31, 2020
  • You may add unlimited users
  • This will be a full production deployment including all of LINK’s security measures

LINK is best-suited for firms or departments of 30 users and up.

LINK’s server software is deployed on VMs on-prem, behind your firewall.

With LINK it’s easy and secure to work from tablets and smartphones. LINK is an encrypted, containerized mobile app, integrated with iManage, NetDocuments, email, Office 365, and the firm intranet. Lawyers and legal staff can review, annotate, compare, edit, and email documents with LINK.

We are happy to:

  • Tell you more about LINK
  • Show you a demo via Zoom
  • Describe the trial further

If I can help you, please email me at: maureen at mobilehelix dot com.

–Maureen, President & COO

Learn about what you can with LINK in this 2.5 minute video.

We’re an official NetDocuments ISV Partner!

We’ve been a NetDocuments partner for years. Recently, with Leonard Johnson heading up their partner ecosystem, NetDocuments have formalized their NetDocuments ISV Partner Program. We have used their REST APIs to give NetDocuments users access to their documents and their email in the same encrypted container app, LINK. NetDocuments is committed to the platform approach wherein both Independent Software Vendors and NetDocuments customers can develop solutions for optimizing their workflows using the REST APIs.

It’s easy to review, compare, annotate, file, and email documents all within our LINK app. LINK also offers a managed integration with the Microsoft Office apps for editing on an iPad or smartphone.

Continue reading

Mobile Document Review with the LINK Viewer

For easy and secure document review, we have integrated our own document viewer in our LINK app. When you tap on a document name in LINK, it automatically opens in the LINK document viewer. LINK renders all documents as a PDF for high fidelity to the original. If there are Tracked Changes or redlines in the document, they are rendered as well. Or, you can elect to accept them and view a clean copy of the document.

Continue reading