Document Bundling

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.

Bundledocs announce software update specific to Scottish Court of Session requirements

We are delighted to announce that we have introduced an update specific to Scottish law firm customers. This latest update supports customers by addressing the requirements set out by the Scottish Court of Session - Scotland's supreme civil court.

Speaking on the latest update, Bundledocs CEO Brian Kenneally commented; “Meeting the needs of our customers is always our top priority. This latest update for Scottish law firms eradicates a previously laborious practice, ensuring that firms remain compliant, whilst saving time and reducing human error.”

The update includes a newly created ‘bates numbering’ feature which will ensure that e-bundles created are fully compliant with court requirements. Those familiar with the process of preparing documents for the Scottish Court of Session, will know that previous methods of creating bundles featuring bates numbering, were error prone and labour intensive. This latest feature assigns the bates number to all files automatically, including when additional files are added throughout all stages.

Now Bundledocs users will benefit from a streamlined process which ensures that firms can save considerable amounts of time while also eliminating manual errors. Bundledocs’ e-bundling solution streamlines the document creation process for lawyers and support staff, creating professional fully indexed, hyperlinked, and sectioned electronic casebooks.

Get in touch with the team today to find out more about this latest offering.

Electronic Bundles & Document Production Made Easy for Lawyers

Are you looking to improve efficiency within your law firm?

If your firm is spending too much time and money on extracting, creating and sharing manual bundles, we can help. Our secure cloud-based solution ensures that your firm can work efficiently and help to support your overall growth by lowering costs, reducing time spent on creating and editing manual bundles, and enable secure document sharing with anyone, anywhere.

We handle everything from document bundling, document manipulation, redaction and annotations, collaboration, secure file sharing (great for large bundles) and in-built OCR for complete text searchability.

Plus, with even integrate with all leading case and document management solutions to make document production and electronic bundle creation even easier!

Interested to learn more? Watch our new video to understand who we are and how our solution can save you time and money, all while allowing you to collaborate with others from anywhere in the world.

The Top Three Benefits of converting to an electronic document bundling system

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It is no industry secret that many within the legal sector waste a significant amount of time creating documents manually for clients and court hearings. Following the mass migration to remote working, law firms have begun to digitally transform seeking new ways for their firms to continue operating efficiently.  

In an industry that traditionally operates with paper records adopting electronic systems can seem daunting. However, with e-documents firms can now operate from anywhere at any time and with increasing efficiency and reliability.  

We have identified three of the main benefits of migrating your law firm away from manual document budling to an entirely electronic bundling system: 

 

1. Increased Productivity 

One of the greatest benefits of electronic bundling is an improved workflow. According to McKinsey, employees spend 1.8 hours a day or 9.3 hours a week searching for documents. For paralegals, lawyers, and solicitors the time wasted searching through physical files and folders reduces the level of service they can provide to clients.  

This unnecessary time wasting can be almost eradicated with documents being managed electronically. With e-documents the required files can be accessed in minutes allowing for time to be spent on higher value tasks and clients.  

We’ve seen this first-hand. For example, our clients Knights plc have really noticed the benefits of transitioning to an e-bundling solution: “In addition to saving paper, there is also timesaving, which can be attributed to the technology, of course – and which in turn means a better experience for the person carrying out the task as part of their working day.”  - Senior learning and development trainer, Hilary Hallen.  

    

 2. Increased reliability and collaboration  

 

E-documents provide an added level of reliability that cannot be replicated by manual solutions. In the Briefing efficiency/competitiveness axis for 2021, collaboration technology, such as electronic bundling, came out on top. Files can be backed up and accessed from a central system whenever they are required. With physical systems when a document is lost, the data can no longer be retrieved.  

There are many implications of lost data – security being a primary concern.  

You may be surprised to hear that digital file management actually offers higher protection than traditional means. When choosing a provider look for ISO certification. This global certification is awarded to businesses that can prove their systems protect user information both internally and externally 

Updating physical files can be a time-consuming process. With automated solutions firms can re-adjust documents with new labels and information to ensure that they remain up to date, if and when inevitable changes need to be made.  

 

3. Improved employee and client satisfaction – a better place to work  

 

We know that employee satisfaction is important not only for retaining talent but to ensure firms can operate efficiently and maximise profits. Embracing electronic processes allows more time for employees to spend time on career enhancing opportunities and building client relationships. 

Clients have also become increasingly tech savvy and have ever increasing service expectations. In a recent article in Legal Futures it was noted that digital access to legal services will become the norm with over 75% of all 55–64-year-olds and 50% of over 65s now using the internet via a smartphone. These statistics are significant for those who operate in traditionally paper-based sectors, now is the time to move to digital tools and sooner rather than later.  

By adopting electronic bundling systems, law firms will be prepared to meet the requirements of their employees and clients in a digital centric world. 

 

Find out more about our solution and see how it can transform the capabilities of your firm. 

Easiest PDF Bundling Software for Legal Professionals

Now we don’t want to brag but Bundledocs really is the most user friendly and easy to use PDF bundling software on the market today. We’ve designed Bundledocs specifically for legal professionals, so if you’re a Lawyer, Barrister, or Legal Secretary, this is the tool for you.

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Bundledocs PDF Bundling Software

On the hunt for a PDF bundling tool, then it’s time to discover how Bundledocs document bundling software can help you. Take a look at Bundledocs in action…

Easily Create PDF's

Instantly Convert Any File to PDF

With Bundledocs you don’t have to worry about converting your documents and files to PDF. It is all done automatically for you when uploading. That’s right, simply upload your files into Bundledocs and everything is instantly converted into a PDF document.

Manage your PDF’s in One Place

For legal professionals needing to create bundles/binders for court, we want to make this process as easy as possible for you. Using Bundledocs you can store and manage all case documents in one place. By building it up as you go, last minute changes are made simple.

Combine PDF into a Bundle/Binder

We know a thing or two about easy document bundling - after all it’s in our name! So if you need to create a PDF bundle then we’ve got you covered. Simply hit that magical ‘Generate’ button and Bundledocs will instantly create a single PDF bundle, add a cover page, create a table of contents that is automatically hyperlinked, paginate the whole thing - and if that’s not enough, even add bookmarks too!

Working with PDFs

PDF Editing

Bundledocs has a range of ways you can manipulate your PDFs. We include everything from rotating pages, removing pages, re-ordering pages.

Annotate

Bundledocs includes a suite of annotation tools to make it easy to mark-up PDF docs on the go! Need to highlight important text? Add labels? Include cross reference links? or add comments? We have it all for you. Plus as we’re a 100% cloud tool, you can annotate your PDF’s regardless of where you are - or what device you’re working on.

Redact Information

In addition to our suite of annotation tools, Bundledocs also includes redaction so you can easily redact confidential or sensitive information. Awesome right?

Sharing PDFs Made Simple

Securely Share PDF’s

From speaking with our clients, one of our tools they love most is our Secure Share. This allows them to quickly and easily share their PDF files and bundles with others. Bundledocs knows that legal professionals work with complex bundles that can be very big in size. Not to worry, using our unique feature you can send bundles of any size, so you are no longer tied to the limits of your email.

Collaboration

Did we mention we’re cloud based! This means you don’t have to send bundles back and forth. Now you can create one PDF bundle and grant access to anyone that needs it.

Group Work

Does your law firm need to work together on bundles? Then you need Bundledocs Groups. This amazing feature allows you to easily work together with team members. It doesn’t matter where they are or what office they are based in. With Bundledocs Groups you are all working from the same page!

Interested to learn more? Then get in touch to arrange a free online demonstration or why not give it a go for yourself and create a PDF bundle free trial.