Document Management

Post COVID-19, a “Remote First – Remote Validate” Mindset is Needed

The COVID-19 pandemic has highlighted the need for financial services companies to have a “Remote First” mind-set. When we look over the past number of weeks, consumers are interacting and doing more and more business online, using a new set of tools – such as Zoom. This could create a significant opportunity for financial services companies to find a better way of engaging. One can easily foresee that Wealth Management companies will use online video meetings for annual assessments.

Things to consider before buying the perfect paper shredder

There is popularity among paper shredder because of safety of the documents and some privacy matters. If some companies are not using a paper shredder then it can spoil their business. If you do not know how to choose a paper shredder for your business or are not aware of the things which should be considered while purchasing a paper shredder, these are the point you can go through to identify and see what you may need to look for in a paper shredder.

Mitek expands auto-capture user experience across all digital channels with the addition of desktop

San Diego, Calif. — April 9, 2019 — Mitek (NASDAQ: MITK, www.miteksystems.com), a global leader in mobile capture and digital identity verification software solutions, today announced it has upgraded its desktop browser experience to support auto-capture so customers can rapidly verify the identity of applicants across all digital channels: desktop browsers, mobile web and native applications.

Improper document management: 83% of workers are forced to recreate existing documents

New research has revealed the persistent challenges global organizations face managing information assets after 83 per cent of office workers admit to recreating documents which already exist, because they have been unable to find them on their corporate network. This follows a global research study commissioned by M-Files, the intelligent information management company.

Zylpha’s Latest Document Bundling System Targets Both iManage and Iken users

The UK’s leading legal systems innovator Zylpha (www.zylpha.com) has announced the latest version of its widely acclaimed document bundling system. Key to the new version is a high-performance iManage connector with iManage Work 10 connectivity and an all new connector for the Iken Case Management system.

By incorporating Zylpha’s digital document bundling, users can produce legal and other document bundles at a fraction of the cost, time and effort associated with manual processes. Typically, users will save 70% when compared to manual alternatives. In addition, the secure system eliminates costs such as stationery, photocopying, paper file-storage, maintenance and courier costs.

Eclipse Legal Systems announces app for legal services firms

Eclipse Legal Systems, the Law Society’s sole endorsed software provider, has today announced the release of TouchPoint App – a native app enabling law firms and legal organisations to offer self-service control to their customers via their mobile phones.

TouchPoint App complements Eclipse’s existing TouchPoint+ self-service portal, which is a device-independent and interactive online experience for legal service providers, their business partners and clients, using real-time data from Eclipse’s core Proclaim Case and Practice Management solution.

Zylpha Launches New Document Bundling Integration For Peppermint’s Latest CX 2018 System

Leading legal document bundling software innovator Zylpha has developed an integration for Peppermint Technology’s latest CX 2018 system. The development is a product of a long successful partnership with Peppermint, the provider of widely acclaimed cloud based legal software for UK law firms.

Lotus Notes and the GDPR conundrum

Many organizations have yet to start the process of migrating their data and applications away from the Lotus Notes platform, and while there are many reasons as to why this is so, probably the two key ones are a truly compelling event that forces the issue and a lack of expertise. This is according to Jon Pyke, CEO, CIMtrek Ltd.

“That compelling event is the General Data Protection Regulation (GDPR), which becomes UK law on 25th May 2018. It is compelling because organizations are expected to create a single view of a customer – leaving data in old Notes databases is likely to render users non-compliant,” stated Jon.

If a job's worth eSigning, it's worth eSigning well...

A free eSignature Management Guide, from Zylpha (www.zylpha.com), is advocating that law firms pursue only Best Practice approaches when introducing the technology. The Guide highlights both the benefits of a full professional approach compared to the many pitfalls of attempting to cut corners.

The Management Guide identifies the main reasons for using eSignatures and provides an overview of how to choose which system is ideal for a particular practice’s needs. Also covered are the risk, compliance and reputational issues at stake; along with key aspects that should be considered when future proofing system investments.