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.

Mobile Helix CEO to Speak at ndElevate 2017 – NetDocuments Executive Summit

ndElevate 2017

Seth Hallem 2017-05-04 Mobile Helix

Mobile Helix CEO and co-founder, Seth Hallem, is a subject matter expert on mobile security. Seth will speak at ndElevate on: 

The Challenge of Client-side Mobile Security for Law Firms 

Tuesday, 5/23/17, 4:00 PM

Continue reading

That one missing LEGO – opening an NRL in your iOS email with LINK

Have you ever noticed that sometimes something very small can get in the way of completing something big and meaningful?

LEGO red 2 x 2

Like when you open a new Lego set and later discover that there are 1119 / 1120 pieces there, and of course the missing piece is the little tiny one that goes right in the middle, so you already spent two hours building half of the Star Wars set – but now you need to stop everything and drive 30 minutes each way to the Lego store to get that one tiny 2×2 block.

Continue reading

ILTA 2016 Roadshow – Mobile Apps

Jasper Canada road Tim Gouw Unsplash Cropped
We’re headed to Philadelphia and Cleveland with an ILTA lunchtime session on:

Mobile Apps – The Balance Between User Experience and Security

Meet with other Legal IT professionals in your city and learn more about mobile apps for legal teams.

Our next cities:

Philadelphia, Wednesday, Feb. 3rd, hosted by Morgan Lewis. Details and register for Philadelphia here. 

Cleveland, Thursday, Feb. 4th, hosted by Reminger. Details and register for Cleveland here.  Continue reading

Webinar: Extend NetDocuments Mobile Productivity & Security with the LINK Mobile App

NetDocuments and LINK by Mobile Helix PNG

Utah and the Big Apple team up to demo the NetDocuments DMS in the LINK mobile app.

You’ll see how you can work with your docs easily and securely no matter where you are.

View the recording of the webinar. 

NetDocuments and the LINK secure container mobile app are integrated to provide a best-of-breed mobile DMS and email experience. Prevent data leakage and ensure doc traceability when using the LINK app with NetDocuments.

 

• Easy document plus email workflows optimized for mobile
• Compose an Outlook email & attach a doc from NetDocuments
• Send and File-to NetDocuments
• Edit a doc with Word for iOS & check-in to NetDocuments
• Access NetDocuments and the firm intranet in a single app experience from your smartphone or tablet
Continue reading

ILTA Webinar : Make the Most of DMS – Mobilize with LINK

logo_ilta peer powered

View the recording here.

Now DMS is easy to use from smartphones and tablets with the LINK mobile app.

• Open an email & view an NRL attachment
• Send and email and File-to DMS
• Compose an email and attach a doc from DMS or SharePoint
• No VPN is used

Continue reading

Making the Most of ABA TECHSHOW – April 16-18

ABA Techshow 2015 Orange Logo

Who doesn’t love to go to Chicago – the food, the music, the architecture and… ABA TECHSHOW.

If this is your first time to attend, be sure to read The First Time Experience Guide.

Have you heard of Taste of TECHSHOW? These dinners are unique to TECHSHOW and a fun way to meet people with the same tech interests as you. Each dinner has a tech theme such as the Cloud, security or mobility. Some dinners are sponsored but most are “dutch.” Check out the selections and choose your favorite tech topic or Chicago restaurant. Taste of TECHSHOW will fill up so don’t miss out – register today.

The EXPO at TECHSHOW buzzes with energy. We’d love to meet you and to show you a demo of our  LINK mobile app. With LINK lawyers can:

  • Work seamlessly with DMS including WorkSite, NetDocuments as well as with SharePoint and CIFS file shares.
  • Open, review and forward .nrl attachments.
  • Manage, search, sort and file emails.
  • Find, review and interact with email attachments.
  • Use SharePoint while mobile. Access SharePoint data, files, and lists are all easily available online and offline from a smartphone or tablet.

Enter our drawing for an Amazon gift card – see you at Booth 113!

–Maureen (@MobileHelix)