Interactive

How to Create a Case Bundle from Interactive Practice Management Software

Have you heard that Bundledocs integrates with Quill’s Interactive practice management software? In today’s post we will take you through the steps you need to quickly and easily create a case bundle using Interactive. Let’s get started…

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Last month we were thrilled to launch our new integration partnership with Quill’s Interactive legal case and document management software. Quill, one of the UK’s largest legal software providers, and our latest integration makes it simple to create case bundles, document booklets or electronic binders. Better still, as we’re both cloud-based you can work on the go and produce bundles from any location, any time, from any device. What could be better!

How to Create a Case Bundle from Interactive

follow these 5 simple steps to create case bundles on the go

  • Step One: Create a new bundle with the click of a button.

  • Step Two: Next add sections. You can create as many sections, sub-section or volumes as needed.

  • Step Three: Once you have created your sections, it’s time to add your documents. You can upload files from any location - including Interactive. Easily search matters, filter folder results and upload single documents or a range of documents at once.

  • Step Four: Once you have uploaded your documents from Interactive, you can finalise any customisations and generate your bundle. There are a range of options available including: adding a custom title page, custom index page, adding watermarks, restarting page numbering or applying bates numbering etc.

  • Step Five: This is the best bit. Bundledocs automatically collates all your documents (regardless of file type) into a single PDF case bundle. It creates a full table of contents/index page that is hyperlinked, your bundle is bookmarked and each page fully paginated. Need to make a change? Simply re-generate and everything is re-indexing and re-numbered again for you - instantly!

If you’re interested in learning more about Bundledocs and our awesome integration with Quill’s Interactive then get in touch today. We can arrange a free online demonstration so you can see how it all works - or avail of our free 30-day trial and give it a go for yourself.

Bundledocs Announce Partnership with Interactive

Bundledocs is thrilled to announce our latest integration partner Quill, the UK's largest provider of outsourced legal accounting services, practice management software, outsourced payroll and typing services for solicitors.

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Bundledocs Integrates with Interactive

Quill’s INTERACTIVE clients CAN NOW prepare bundles INSTANTLY

Our latest partnership with Quill Interactive case and document management software provides legal professionals with document preparation and bundling functionality at its best. Interactive users can now quickly and easily create document booklets and bundles in minutes. Simply take documents directly from Interactive and easily compile a numbered, indexed, sectioned and hyperlinked booklet instantly.

Speaking on the partnership, Quill’s Managing Director Julian Bryan, commented:

 
Our integration with Bundledocs is a way of helping legal professionals to handle document preparation in a streamlined manner. Integration is so straightforward because it’s cloud talking to cloud. With rising volumes of law firms embracing cloud technologies, it’s a great time to announce our true cloud bundling tool to the industry. Joint users can maximise efficiencies by running our two systems in tandem.
— Julian Bryan, Managing Director at Quill
 

Read the announcement in full: Bundledocs Quill Integration now available.

See the Integration in action: Bundledocs Integrates with Interactive by Quill - Video

Are you ready to save time, improve accuracy, reduce costs and become greener? Then you need the new Quill-Bundledocs integration. Get in touch with us today to book a free online demonstration for you and your team.

ABOUT BUNDLEDOCS

Bundledocs market leading cloud software is the ultimate tool for today’s paperless lawyer. Our incredibly easy to use software provides legal professionals with powerful document bundling, in-browser document manipulation, a suite of annotation features, OCR, collaboration and secure sharing. We partner with the industry’s largest technology providers (including iManage, Worldox, Tikit TFB, NetDocuments, Sharepoint etc.) to deliver a fully integrated document workflow to our global client base. Now sold in over 30 countries worldwide, Bundledocs helps legal professionals save time, cut costs and create massive efficiencies within their organisation. Get in touch with us to learn more about Bundledocs.

ABOUT QUILL

Quill is the UK’s largest outsourced cashiering provider to legal practices as well as outsourced bookkeeping, payroll and typing supplier to businesses within any industry type. In addition to its outsourcing services, Quill offers legal accounts, practice and document management software to independent solicitors and multi-disciplinary law firms.

At the heart of its company values is a total commitment to continual service and software development, and maintaining exceptionally high standards of client support and training, which is why Quill is the first choice for many new and established companies and over 8,000 users.