2023

Leading legal technology provider Bundledocs announce appointment of Miles Osborne

Bundledocs, the leading cloud-based document bundling software provider has today announced the appointment of Miles Osborne as Director of Customer Success, Global. Miles joins the team after serving as Director of Strategic Projects – Legal & Education with Advanced. 

 

Miles brings over 28 years of experience to Bundledocs, having previously worked in the legal technology sector with companies such as Tikit and Advanced. His experience and knowledge of the UK market will be of benefit as he oversees the company's 1,400 clients across Europe, North America and APAC. In his role, Miles will help build on existing relationships with our global client base. 

 

Speaking on the appointment Brian Kenneally, Bundledocs CEO said, “Welcoming Miles to the Bundledocs team is a positive step forward for our customers and our team. Over the duration of his career Miles has proved himself as an expert in customer support, at Bundledocs we are committed to ensuring that our customer's needs are met first and foremost. Miles will undoubtedly be an asset to our team as we continue to expand across territories.” 

 

Commenting on his appointment, Miles Osborne said, “I am delighted to have joined the Bundledocs team. Their innovative solution makes a real difference to legal work across the legal industry daily. The evolution of Bundledocs over the last number of years has been something that I have followed closely, and I am looking forward to working with the team to further support our customer base across our established and emerging demographics.” 

 

Bundledocs has over 1,400 clients in over 34 countries. They have become the market leader in the electronic document production space, working primarily with the legal sector. In late 2020 they were the first electronic document bundling tool on the market to receive ISO 27001 compliance and in 2022 they launched their PDF editing software Bundledocs Editor.   

ILTACON 2023: A Legal Tech Wonderland with a Bright Future

A month ago, the Bundledocs global team braved the elements and ventured off to humid Orlando for ILTACON 2023, the annual conference of the International Legal Technology Association. The 5-day conference included 350 distinct educational opportunities and boasted over 3,400 registrants made up of ILTA Member law firms as well as industry technology providers, tech consultants, analysts, and droves of thought leaders. We were one of 158 exhibitors interacting with attendees and helping them navigate new technologies and products … and yes, even if it was not AI!

We eagerly shared a 12 month ‘progress report’ of our cloud bundling and PDF editing solution entry into the North American legal market a year prior which has led to a surge in cloud adoption around document bundling and now PDF editing, sharing best practices and lessons learned around the cloud and the ‘PDF as a Service’ trend.

As Peter Zver, Bundledocs’ VP of Revenue and Operations, North America put it: “One year later, our assumptions have been re-affirmed and increasingly, law firms of all sizes and complexities are leveraging cloud document bundles as well as PDF editing functionality that saves time, expense, and can be used out of the box and without much training or specialization.” The ability for both contributors and attorney-consumers to access the single centralized bundle at it evolves through production has been especially well received.”

This message resonated well with registrants who took time out of their busy educational schedule to meet and greet us. Aside from getting affirmation from firm CIOs and IT leaders, and based on preliminary results of the 2023 ILTA Tech Survey, that the cloud is (finally) here to stay, we had some other observations and takeaways from our weeklong visit to Florida:

Startup Hubs are cool: 25 legal tech start-ups showed off their innovations on a startup demo stage. The main software categories included cost capture and analysis products, legal writing / drafting / document automation / citation tools, contract drafting and transactional support offerings, and multiple software products using business analytics to capture data for litigation support analysis and collaborative purposes. Watching these tech leaders of tomorrow share their vision and promise of a better legal tech community was rather refreshing.

The cautionary tale of Generative AI: If you thought Legalweek New York in March was buzzing with Gen AI news and product demos your head would have really been spinning at ILTACON. Literally, every other vendor we talked with had some sort of an AI message and promise of a future AI silver bullet to cure all ills. Of course, this is a bit dramatic but while Generative AI dominated most conversations, the actual ironclad use cases are virtually nonexistent. So, for now, we’ll keep our eye on how things develop and hope that the next ILTACON in Nashville provides the proof in our AI pudding.

Klik it and they shall come: If the most talked about topic at ILTACON was generative AI, then second on the buzz meter was Klik, the smart badges given to attendees to help us better connect with delegates and each other. Consider these badge readers 2.0 and a very novel way to electronically connect and retrieve onsite contact info. The badges lit up when you clicked a button and signaled contact ‘success’.

Nothing beats tailgating: In typical ILTACON fashion, the Monday evening vendor exhibit hall party (aka the ultimate tailgate party) was a terrific way to kick-off the week and reconnect with old friends. The Bundledocs team represented Irish rugby pride and hopefully converted all non-believers that rugby is the ultimate team sport.

Until next year in Nashville! In the meantime, if you’d like to know what we are thinking and talking about, check out our ILTA TV interview recorded Live onsite in Orlando.

Bundledocs Does Disney … ILTACON #2 Less than a Week Away

Last year around this time we were preparing for our first ILTACON experience. 12 months later we are ready for another dose of “the greatest legal tech show on earth”. Based on preliminary registration numbers, the 2023 edition is trending to surpass the ‘sold out’ showing at the Gaylord National in Maryland in 2022.

Join our Rugby Scrum

As is ILTACON tradition, we will help open the exhibit hall on Monday night with our version of the Tailgate Experience. Join the Bundledocs team for a friendly match of rugby and celebrate Ireland’s pride and joy … The Ireland national rugby team. Come by stand #316 and see what all the buzz is about.

Tech Buzzwords Galore

Beyond the more than 260 educational sessions, 350 speakers, and 200 ILTA business partners ready to engage our legal community, the Bundledocs team is ready to double down.

Thanks to eDiscovery Today, this year’s ILTACON word cloud, a synthesis of the four-day educational session, reveals a focus on data management, teams, business (of law), and to no one’s surprise AI.


Our Favorite ILTACON Things

ILTA has always been about community and networking between members and business partners. This year is no exception with a special twist. 2023 will include a Startup Hub, a featured showcase of legal IT and tech startups.

We LOVE the annual ILTA Technology Survey and its richness of technology usage data across the ILTA membership. In fact, we can hardly wait to sit in on the annual ILTA Technology Survey preview conference session which will reveal trends around infrastructure, desktop/laptop hardware and OS, office apps, DMS/ECM, practice management and business applications, collaboration and communication, and security solutions among ILTA members.

A few other educational sessions we have our eye on include Trial Prep Tech: The Innovative Future of Technology use at Trial [Thursday, August 24, 3:30 PM] and We Don't Have to Do It Like That Anymore: Tools and Methods for Modern Litigation Case Management [Wednesday, August 23, 2:00 PM].


Free Coffee on Us

If you can spare a minute (literally 60 seconds) and complete our four question survey, we’ll return the favor with a coffee gift card you can cash in onsite at the event or we’ll happily get you caffeinated virtually.

Don’t forget … Follow all official ILTACON Conference 2023 tweets (Xs) here throughout the week and use #ILTACON23 if you’d like to participate.

E-Bundle Creation for the Family Division

Due to the rise of remote hearings throughout the pandemic, there was an increase in the usage of electronic bundles during family court cases. Recently there have been some changes to the practice directions that had previously been set out by the President of the Family Division’s Guidance for use in the Family Court and Family Division.

There is no doubt that electronic bundles are the way forward. As courts and firms alike make the move away from paper bundles, the practice directions on electronic bundle creation and delivery are continually evolving and changing.

For those that regularly submit e-bundles to court, it is important to keep up to date with the latest requirements to ensure your bundles are fully compliant with the latest practice directions. Our solution is fully compliant with the updated practice directions, as well as all previous directions. We’ve even created pre-set templates to make it easier for you to create court-compliant e-bundles using Bundledocs.

Let’s look at some of the key requirements from the latest update:

Bookmarks

All significant documents and all sections in bundles must be bookmarked for ease of navigation, with a short description as the bookmark.

Late Inserts

If additions are to be made to an e-bundle after it has been transmitted to the judge, then new pages should be added at the end of the bundle (and paginated accordingly). An enquiry should be made of the court as to the best way of providing the additional material. Subject to any different direction, the judge should be provided with both (a) the new section and, separately, (b) the revised bundle. This is necessary as the judge may have already marked up the original bundle.

Bundle Limit

An e-bundle may only exceed the default limit of 350 pages provided by PD 27A para 5.1 with the court’s permission.

Chronological Order

The documents in the bundle shall be arranged in chronological order from the front of the bundle, paginated individually and consecutively (starting with page 1 and using Arabic numbering throughout), indexed and divided into separate sections with each section being separately paginated.

Landscape Pages

Any page that has been created in landscape orientation should appear in that orientation so that it can be read from left to right. No page should appear upside down within an e-bundle.

Mark Key Documents with an Asterix

Rather than producing a core e-bundle a better method for identifying key documents is to mark them in the index with an asterisk or to list them in a separate hyperlinked list of essential reading placed behind the index.

Filename

The filename for a bundle must contain the case reference, a short version of the name of the case and an indication of the content of the bundle – e.g. “CO12342021 Carpenters v Adventurers Hearing Bundle” or “CO12342021 Carpenters v Adventurers Authorities Bundle”.

Hyperlinked Index

Each entry in the index must be hyperlinked to the indexed document.

Numbering

All pages in an e-bundle must be numbered by computer-generated numbering, not by hand. The numbering should start at page 1 for the first page of the bundle (whether or not that is part of an index) and the numbering must follow sequentially to the last page of the bundle to ensure the pagination matches the pdf numbering. If a hard copy of the bundle is produced, the pagination must match the e-bundle.

Para 2 of the general guidance is temporarily suspended in public law children proceedings. During the period of suspension, further enquiries will be undertaken to examine the operational and resource consequences of the general guidance to local authorities and those representing respondents in public law proceedings. A working group comprising of representatives from the Judiciary, the FLBA and the ALC has been established to examine the issues and make recommendations.

OCR

All pages in an e-bundle that contain typed text must be subject to OCR (optical character recognition) if they have not been created directly as electronic text documents. This makes it easier to search for text, highlight parts of a page, and to copy text from the bundle.

Core Bundle

If a core bundle is required, then a PDF core bundle should be produced complying with the same requirements as a paper bundle.

Number of Bundles

When preparing for a case, thought should be given to the number of bundles required. It is usually better to have a single hearing e-bundle and (where appropriate) a separate single authorities e-bundle (compiled in accordance with requirements), rather than multiple bundles. These should follow any applicable court-specific guidance.

Delivering by Email

If a bundle is to be sent by email, ensure the file size is not too large. For justice.gov e-mail addresses the maximum size of email and attachments is 36Mb in aggregate. Anything larger will be rejected. The subject line of the email should contain the case number, short-form case name, hearing date and if known, the name of judge.

Delivering by Uploading

Bundles should be sent to the court in accordance with the court’s directions. Where the bundle would otherwise be sent by email (rather than being uploaded to a portal) but is too large to be sent under cover of a single email then it may be sent to the Document Upload Centre by prior arrangement with the court.

Interested to learn more? Get in touch with us today to download our free guide on e-bundle creation and access your pre-set templates.

2022 In Review

2022 was a busy year for the team at Bundledocs.  

Having introduced our solution to the market, we have significantly grown our business, welcomed new team members, entered new regions and created new offerings and updates for our new and existing clients.  

In 2022, we had the opportunity to get back on the road and meet our customers post-pandemic. Our team went global and covered groundwork in London, Australia, New Zealand and the U.S.  

We kicked off the year by expanding our Senior Leadership Team, welcoming Non-Executive Director, Simon Hill to the Bundledocs family. Following his appointment in March, we also welcomed Peter Zver as the VP of Revenue and Operations in North America in June.  

Our expansion also gave us the opportunity to attend our first ever ILTACON – the leading legal technology conference in the U.S. - at Gaylord National Harbour in Maryland – where we showcased the functionality of our Bundledocs Editor, highlighting new features such as in-document PDF editing, manipulating and annotating, as well as the ability to share PDF documents all from within the web browser. 

Not only did we attend ILTACON, but we also flew from continent to continent to ensure we covered all our bases – and met with as many industry professionals as possible, including a trip to Australia, where we met the Consul General, Rosie Keane, at the Irish Consulate in Sydney.  

After our journey to Sydney, we travelled to Auckland to meet with other legal tech companies and demonstrate the functionality of our latest offerings, including our PDF Editor at Lawfest 2022 - New Zealand’s premier legal innovation & technology event, in which we were headline sponsors.  

In addition to our showcasing at Lawfest, we attended multiple events in London – including iManage ConnectLive 2022 and the British Legal Technology Forum - and hopped across the pond to exhibit at Inspire 2022 with NetDocuments – where we spoke with our many partners and showcased our seamless integration and had a little fun along the way.  

We have learned a lot in 2022 and we look forward to continuing our growth in 2023.  

Make sure to follow us on LinkedIn and Twitter to keep up with the latest about Bundledocs.