Quarterly Feature Roundup | 2025 Q1

Welcome to the LINK App Feature Roundup, where you can find information on new, enriching features of the LINK App.

You can learn more about these and other new features by visiting our Feature Roundup page, or by clicking the links to the Quick Tips noted below.

Import a Newly Created Document from a Microsoft Office App

Now you can create a new document in one of the Microsoft Office Apps (like Office M365, Word, Excel, or PowerPoint) and import that document to either LINK files or your DMS.

Check-in a File Shared in a Teams Channel to DMS

There are multiple ways you can check in a file shared in a Teams Channel to your DMS workspace. The simplest way allows you to do so from within the LINK app, saving you from having to open the Teams app separately.

UI Enhancements for Email

There are multiple improvements to the look of the email UI. The most noticeable differences are a redesign of the address selector (when you are writing an email and selecting email addresses) and a redesign of the attachments overlay that pops up when you are attaching a file to an email.

With the new Attachment Overlay, easily navigate all available file repositories, including iManage, NetDocuments, OneDrive, Emails, Notes, and more. You can add multiple files at once by using the multi-select feature – simply tap the checkboxes next to the files you want to attach. You can also choose the format of each file you attach.

UI Enhancements for DMS

There are a few navigation improvements in our iManage app. First, we have added quick action buttons to send emails or edit a file in iManage. Second, we have added a button at the top-left that allows you to quickly bring up the root of the iManage work area so that you can switch from wherever you are browsing to Recent Docs, My Matters, etc. We’ve also added a list of recent items to the homepage of iManage and recent and favorite items to the homepage of NetDocuments.

Microsoft Outlook Configuration Features

Our LINK Email integrates with Microsoft Exchange and has many beneficial features, including the ability to open NRLs, establish predictive email filing to DMS, and more. Some law firms have opted for a configuration of LINK that instead uses the Microsoft Outlook app for email. In these cases, we implement the “open in hook” to connect the MS Outlook app to the LINK app. The following are common workflows that illustrate this configuration.

Open an NRL in the Microsoft Outlook App

Email Multiple Files via the Microsoft Outlook App

Import an Attachment from Email to iManage

Compare an Attachment to a File in iManage

The LINK App is designed to make working easier for lawyers. This roundup is just a snapshot of the newest features to improve productivity and user experience. There are even more ways to use LINK to optimize your workflows.

If you’d like to learn more, check out our Resources page, book a demo, or send your questions to [email protected].

Quarterly Feature Roundup | 2024 Q4

Welcome to the LINK App Feature Roundup, where you can find information on new, enriching features of the LINK App.

You can learn more about these and other new features by visiting our new Feature Roundup page, or by clicking the links to the Quick Tips noted below.

Emailing a File in Multiple Formats

In LINK you can email a document as a copy of the original format, as a PDF, or as link (NRL). In addition, you can easily attach multiple versions of the same file – for example, a PDF and NRL link – to your email.

LINK Notes App Sync to DMS or OneDrive

LINK Notes is our built-in application for taking and organizing notes. Now with a new streamlined UI, LINK Notes can easily be synced to DMS, OneDrive, or Windows File Shares per your IT team’s configuration.  

Share a File to a Teams Channel from DMS

The use of Microsoft Teams is widespread and growing among law firms, as it allows users to share files and work together in real time. With LINK’s DMS and Teams integration, you can easily share a file from your DMS to a Teams channel, making collaboration simple.

Email Search Filters

With our latest email update, search your email more accurately and faster with filters for From, To, and Any. You can search emails with a partial keyword or quickly narrow your search by sender or recipient.

The LINK App is designed to make working easier for lawyers. This roundup is just a snapshot of the newest features to improve productivity and user experience. There are even more ways to use LINK to optimize your workflows.

If you’d like to learn more, check out our Resources page, book a demo, or send your questions to [email protected].

LINK’s SDK Integration for iOS and Android

Have you ever wondered what’s behind the unique and secure annotation capabilities in our LINK App? Read on to learn how one of our key partners helps us to offer this feature that has become so popular with our users.

If you’re familiar with LINK, you know that the technology we’ve developed allows lawyers to efficiently work on mobile devices like iPads and smartphones while maintaining the high security and privacy needed to manage sensitive legal documents. During development, we needed to integrate our app with existing document management systems to ensure seamless communication and data integrity across different platforms. We also needed to meet strict security standards to protect client confidentiality and avoid vulnerabilities that could occur when transferring documents between apps.

By incorporating Nutrient’s mobile SDKs for iOS and Android, we were able to allow lawyers to annotate documents directly within their existing DMS or email attachments. This eliminated the need for file transfers between applications, thus simplifying how user documents are managed and reducing the risk of errors. The integration also enhanced LINK’s security by keeping all documents and annotations within a secure, encrypted environment – critical for maintaining client trust and complying with legal data protection standards. To top it all off, the SDKs improved responsiveness, allowing our customers to work more efficiently and meet the fast-paced demands they encounter in their daily work.

Ultimately the SDK integration from Nutrient in our LINK App helps us to empower lawyers to work securely and effectively from mobile devices in any setting. And since our mission is to make it simple for lawyers to work securely from anywhere, we couldn’t have asked for a better fit.

Read more about our SDK integration here: https://www.nutrient.io/blog/mobile-helix-nutrient-sdk-ios-android/

App Authentication Gets Easier with Intune

Remember the early days of MDM (Mobile Device Management)? You know, that company-mandated thing which black-listed your apps, tracked your movements, and monitored which websites you browsed?

We’ve come a long way from those days. Recent developments from Microsoft make authentication and data management easier for both users and for IT admins. Let’s take a look at these newer offerings from Microsoft and how you can benefit from them with our LINK App.

Integration with the Intune SDK and Microsoft Authentication Library

We have integrated the Microsoft Intune SDK and the Microsoft Authentication Library (MSAL) into our LINK App. If you are either an Azure Entra ID user, an Intune user, or both, our integration offers a simpler experience for users and IT alike.

Fewer sign-ins for both frequent and occasional LINK users

Integrating MSAL into our LINK App allows LINK to leverage Microsoft Authenticator as an authentication “broker.” This means that LINK employs the familiar federated sign-in process used by the Office apps from Microsoft. If you are signed-in to Office, you are signed-in to LINK without any additional password prompts. From the security and policy perspective, LINK supports all of your conditional access policies, including:

  • MFA requirements (either with MS Authenticator or a 3rd party such as Duo)
  • Device requirements (e.g., requiring Intune deployment)

Focused security of your data with MAM policies

LINK’s integration with the Intune SDK adds another layer of security and simplicity to managing and securing LINK. In addition to the standard MDM policies and management tools, Intune supports a different type of policy known as Mobile Application Management (MAM). These MAM policies apply to all apps that support the Intune SDK, including the Microsoft suite of apps and 3rd party apps like LINK. Many MAM policies are particularly focused on the careful treatment of corporate data.

Apps with MAM policies can be used together to enable secure workflows. For example, MAM policies allow our LINK App to share a document from a Document Management System to the Word app for secure, yet uncomplicated, editing.

MAM is a great way to ensure the security of your corporate data without asking users to give up any control of their personal devices.

Image Source: Microsoft

LINK for Intune

To add MAM support to LINK, we have released a new app – LINK for Intune. Deploying LINK for Intune offers the same functionality as the “regular” LINK app, and it adds in a deeper integration with Intune so that policies can be applied to LINK even when the device is not MDM-managed.

With these recent developments from Microsoft, we think that the optimal path going forward is:

  • Use the Microsoft Intune SDK and the Microsoft Authentication Library (MSAL) to simplify authentication
  • Advance from “managed devices” to “managed apps” using Intune MAM policies

Are you considering moving to these newer approaches? What questions or observations do you have? You may download our Intune brief here.

-Seth

Seth Hallem is the Mobile Helix CEO, Co-founder, and Chief Architect


Mobile Helix makes the LINK App which is used by attorneys and knowledge professionals to review, edit, annotate, compare, and email documents from a single, secure app.

Attorney Responsiveness – A Super Power

In the midst of finalizing a significant deal for your company, you receive the second round of redlines on the Master Purchase Agreement from your client. Along with some contextual notes, you promptly forward it to your legal counsel.

What happens next? The truth is, whenever legal assistance is enlisted, be it for business or personal matters, prompt communication is eagerly anticipated. A response within 24 hours barely scratches the surface of satisfaction. Whether it’s a pivotal order for your company or the closure on a new home, these occasions come with pressing timelines. Urgency is an integral aspect that contributes to the demanding and relentless nature of the legal profession. Work is typically conducted under time constraints and often without prior scheduling.

Responsiveness

Responsiveness stands out as one of the top characteristics which we all look for in an attorney. Exceptional attorneys strive to strike a balance between their caseload and client correspondence.

In a survey conducted by Thomson Reuters, attorneys were asked, “What do you think makes lawyers, such as yourself, stand out to clients”?

64% of standout lawyers identified service-related factors as key contributors to their standout status. Among these factors, responsiveness emerged as the top service quality cited by attorneys.

Trust

“Speed is the most important component of the customer experience. Two-thirds of customers assert that speed is as important as price, as noted by Ruth Carter, quoting Jay Baer in his book, “The Time to Win.”

Baer further emphasizes that responsiveness fosters trust. “You’ll bolster trust by surpassing your client’s expectations in terms of speed.” This is precisely how a timely response resonates with me. It reassures me that my attorney is diligently looking out for my best interests and comprehends the urgency of the matter.

A good mobile solution with the assets that lawyers use everyday streamlines the process, enabling them to swiftly review documents and provide concise feedback to clients, followed by a comprehensive response.

Facilitating Responsiveness

At Mobile Helix, we specialize in facilitating responsiveness. Our LINK App integrates both Outlook Email and the firm’s Document Management System into a single, encrypted app. Our aim is to simplify and expedite attorneys’ ability to work efficiently from their smartphones and tablets. The fundamental objective behind our work – to help attorneys to better serve their clients.

If you are not familiar with the LINK App’s workflows, including document annotation, I encourage you to take a brief look at LINK in this informative 2-minute video.

-Maureen

Social? See you over on LinkedIn

On January 2, 2024, The Guardian reported that, “Fidelity, which owns a stake in X Holdings, said in a disclosure obtained by Axios that it had marked down the value of its shares by 71.5% since Musk’s purchase.” The number of monthly users is down 15% in the past year. X has lost major advertisers like IBM, Disney, and Apple, says MarketWatch. Also from The Guardian, “the European Union issued a warning to Musk after it found that X had the highest ratio of disinformation posts of all large social media platforms.”

Whew.

Image: Techeela.com

Now is as good a time as any to let our readers know that we are amongst the former users of Twitter who have decided that X is not worth it anymore. We, Mobile Helix, took the month of October 2023 off from posting on X as a test. While there is a personal loss of not seeing updates from friends and partners in the #legaltech space, we see no business loss.

This blog and our website, http://www.mobilehelix.com, are the major sources of news about our new product releases, webinars, and other updates. We cross-post many of our blog posts to LinkedIn. We post fun news and #legaltech news on LinkedIn, too. As most businesses in enterprise or B2B markets will tell you, LinkedIn is a far better medium for reaching your community than Twitter ever was.

But Twitter was fun. It was fast. It was sassy. And it was vast.

There likely will never be another phenomenon like Twitter. Many people you knew, and most brands, some with hilarious personas, were all posting to the same platform. Now people are posting on X, Threads, Post, Mastodon, Spoutible, and Bluesky, to name a few. For us, social media will be LinkedIn and our own publications.

See us over on LinkedIn.

-Maureen

At iManage ConnectLive 2022 in Chicago

On October 12th and 13th, iManage held their first in-person ConnectLive conference since 2019. It was at the Willis Tower in iManage’s home town of Chicago. Attendance was very good. Attendees reported that they were very pleased with the content of the sessions. The venue, Convene in the Willis Tower, was wonderful, adding to the friendly ambiance.

Meredith Williams-Range and Neil Araujo at iManage ConnectLive, Oct. 12, 2022

One of my favorite sessions was a fireside chat between Meredith Williams-Range, Chief Knowledge and Client Value Officer at Shearman & Sterling, and Neil Araujo, iManage’s CEO and co-founder. Ms. Williams-Range is a leader in the world of digital knowledge management. In 2018 Williams-Range arrived at Shearman and Sterling, a firm founded in 1873. The firm had one billion documents in locations across the globe, an aged document management system, and very little process around associating files with a Client-Matter and filing to DMS.

They studied the way forward and decided that they would migrate to a cloud-based document management system. This was not a minor decision for a Big Law firm in New York City. Risk averse clients, including those in financial services, have historically been opposed to cloud storage. However, the team worked with their clients to educate them about the change. Ultimately, there was no client resistance. Kudos!

Of course, then COVID hit. Their decision served them well. They were able to migrate to iManage’s Work 10 Cloud during the pandemic. The migration was a success.

For more background on Ms. Williams-Range’s pioneering career and her work at Shearman, I recommend this Profile Magazine spotlight, Meredith Williams-Range Builds the Law Firm of the Future.

To all of the attendees, heavens, it was wonderful to see you again and to show you the latest enhancements in our LINK app. I have to say that the most appreciated new feature in our LINK app was automated check-in after editing.

Here’s what I mean. In our LINK app, check a file out of iManage Work. Edit it in the Word app. Then there is an easy process for the lawyer to check the edited version back into iManage Work. But…if the lawyer does not check the edited version into iManage Work, LINK will automatically check it in. Voila! Lots of love for automatic check-in.

ConnectLive 2023 may be back in NYC. We’ll see you there!

-Maureen

The Modern Lawyer Report from Above the Law and Litera

How Technology, Mobile Devices, and AI Are Shaping the Legal Industry in 2022

In February of 2022, Above the Law interviewed 500 attorneys on their views on technology, mobile devices, artificial intelligence (AI), and more. Of those 500, Associates made up 32%, Partners were 26%, and in-house counsel were over 12%. Above the Law and Litera have published their findings in The Modern Lawyer Report.

Over 58% over these lawyers consider themselves to be slightly ahead of the curve or a trendsetter in terms of use of technology. The lawyers who agreed to participate in this technology survey appear to be more tech-savvy than the general lawyer population.

Above the Law / Litera

Mobile Device Usage

Roughly 57% of attorneys reported that they can do “many things” or “everything” on mobile devices. From our vantage point this seems high, but consider the point above, that the majority of the attorneys who responded self-report that they are ahead of the curve in using technology. From our view of law firms, the third option, “I can follow email on mobile but that’s about it,” is the the common state of the art in law firms today.

Above the Law / Litera

Document review and approval is certainly the greatest need which attorneys and legal professionals have on mobile devices. Our clients tell us that the ability to review, annotate, compare, sign, and email documents in order to have complete workflows is their goal.

Above the Law / Litera

What is delaying mobile device adoption?

The report cities, “One partner stated, “My vision is too poor to work on such small screens,” while an in-house respondent noted that “security risks preclude the ethical use of mobile for most legal tasks.”

Artificial Intelligence

Artificial Intelligence or AI is a somewhat amorphous term, granted. Over 60% of these advanced technology users consider AI to be valuable to business success in legal services.

Above the Law / Litera

One of the conclusions of The Modern Lawyer Report is that, especially with respect to mobile devices and artificial intelligence, lawyers are not taking advantage of technology’s full capabilities. There is plenty of opportunity for them to adopt these technologies further.

Update: Here is a link to register and download the report from Litera.

If you have questions or comments, I’d like to hear from you. Write to: contact at mobilehelix dot com

-Maureen

Maureen Blando is the President and COO of Mobile Helix, the makers of the LINK encrypted app for lawyers. LINK provides simple workflows for Document Management and Email in a single, secure app. Note: the LINK App offers font sizes up to XXL. (See above. for relevance.)

Meet LINK: The Easy Way To Handle All Your Document Workflows On Your Mobile Device In A Single App

By Stephanie Wilkins

From Above the Law, a new product profile on our LINK app.

Here’s an excerpt:

Do Everything, Everywhere With LINK

When you think about the tools you use most in your day-to-day work, your document management system (DMS) and Outlook are probably at the top of the list. Working in both on your mobile device, though, has historically been a huge struggle, if not impossible. LINK brings them together in a single, secure, easy-to-use app.

LINK is designed to support the workflows attorneys use all day, every day. The app works with today’s most popular mobile devices – iPhones, iPads, and Android phones and tablets – and supports the three leading document management systems, iManage Work®, NetDocuments, and eDocs by OpenText.

LINK for Smartphones and Tablets

LINK is solving the pervasive problem of lawyers being unable to adequately work on their mobile devices. With LINK, lawyers can fully access their documents, compare them, mark them up, edit them, email them, and more, as easily and securely as they can on a computer.

Read the full profile here.

Questions? Write to us at: contact at mobilehelix dot com.

-Maureen

The LINK App for Android is here!

Yes! LINK is in production for Android smartphones and tablets.

Now you can use LINK’s workflows including annotation, comparison, and Word app editing with Manage Work® 10 on Android. NetDocuments and eDocs are supported, too! LINK is an encrypted container app therefore your files are separate from device access.

It looks fantastic, if I do say so myself. 🤩

Take a look at this brief video to see the LINK App’s easy workflows with DMS, Outlook, and web resources.🔽

LINK App for Android Video – 3 minutes

Let me know if you want to see a demo or to do a trial including Android, iOS, and iPadOS

-Maureen write to: contact at mobilehelix dot com