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.

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.

ILTACON ended one week ago, are you caught up yet? 🙃

LOL. I am by no means caught up. I’ve got to-do lists and piles of sorted business cards. Plenty of follow-up yet to go. How about you?

If you were there, wasn’t ILTACON fantastic this year?

A View from a Booth

ILTACON 2019 was the first year of Joy. Not only do I mean the first year of ILTA’s vibrant new CEO, Joy Heath Rush, but the first year that ILTA felt truly back on-track.

ILTACON 2019 broke all attendance records, at over 3,500 legal techies comprised of over 1,800 members and 1,700 business partners. Over 800 members were first-timers, which is fantastic. I can imagine that some of the booth locations were poor at the Dolphin. We were fortunate to have good traffic and terrific interest in our LINK app.

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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.

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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.

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