BUNDLEDOCS

The Ultimate Guide for Delivering eBundles

In addition to the creation of ebundles, delivery has become a major part in the overall bundling process. With the time that you will spend preparing your bundles for court, what is the use if you cannot share it with your fellow colleagues, clients or the courts?

For UK-based legal professionals the Judiciary recently released updated guidance on the delivery of ebundles to court. However we would recommend that you contact the relevant courts directly to confirm the type of delivery they will accept. It is important to select a method that will allow you to share your ebundle with the recipient in a way that will not waste critical time. We have outlined the below to give some insight into what delivery options are available to you.

 

1.     Secure Share

With our secure share option, users have the ability to share any bundles created within Bundledocs securely with a third party. From the moment you send the ebundle you have full visibility on the status of the file receiving a notification once it has been sent and downloaded by the intended recipient.

One of the many benefits of this option is that you can send bundles regardless of their size - other options may have a limit on the size of the file being shared which can cause problems if you have a large ebundle to be shared with colleagues, clients or the courts. If it is security around confidential data that you are worried about, this option allows you to share securely via an encrypted hyperlink. In some cases, courts may not be happy to receive files via a third party so make sure to check in before sending.

 

2.     Email delivery

Bundledocs users can share bundles created within the solution with third parties via Microsoft Outlook or alternative email providers. Unlike our Secure Share option mentioned above, final ebundle is sent directly from your email via encrypted hyperlink as opposed to via the Bundledocs platform.

By choosing this option you will still be able to send large ebundles, however the intended recipient will recognise the person the ebundle is being sent by as opposed to it appearing from a third party. This option would be suitable for sharing ebundles with the courts.

 

3.     Direct upload

When preparing ebundles to court, the ability to directly upload your ebundles ensures that your bundle goes directly to the intended recipient. The provision of such a resource by the courts also saves time for your firm as you do not need to look for emails of individuals to share the bundle with.

This option is also suitable when an email is too large to be sent via email. Although the courts may have shared their process for uploading document to their portal with you, it would be advisable to contact the courts directly and confirm how they will accept bundles using this method.

 

To find out more about sharing your ebundles securely contact our support team

Bundledocs Announce Appointment of Peter Zver as VP of Revenue and Operations

Bundledocs is delighted to announced the appointment of Peter Zver as its VP of Revenue and Operations in North America. Peter joins the team after serving as Director Legal Americas at Advanced where he spearheaded commercial growth and operational oversight for both the North and South American markets.  

With over 20 years' experience in the legal tech industry, Peter has previously launched and scaled two startups before holding senior product, commercial, and operational leadership positions with Tikit and Advanced. Peter will be heading up Bundledocs’ North American team, which will be based in Montréal, Canada, establishing and growing the company’s foothold in the North American market. 

Speaking on the appointment Brian Kenneally, Bundledocs Founder and CEO said, “This appointment marks an exciting new phase for us here at Bundledocs in a key market for us. After successfully expanding our offering across Europe and APAC, with over 1,000 customers across 34 countries, we are now looking to break new ground in North America.” 

 
“This appointment marks an exciting new phase for us here at Bundledocs in a key market for us.”
— Brian Kenneally, CEO
 

“Peter has a proven track record of strategically scaling companies in this industry. His extensive experience is the right fit for us and will allow us to bring our game-changing legal tech to customers in this new region. I look forward to supporting him in his new role.” 

Commenting on his appointment, Peter Zver said, “I am delighted to have been appointed as Bundledocs VP of Revenue and Operations for North America. Over the course of my career, I have learned to distinguish those companies that are truly changing the landscape in which they operate. There are not many cloud-first solutions on the market that compare to how Bundledocs solves document bundling challenges in the legal industry. The cloud first technology and the ability to address this digital transformation is something I knew I wanted to part of and I am excited to see those benefits implemented first-hand, across a broad range of organizations in North America.” 

“The Bundledocs team and I will also be attending ILTACON in Maryland this August. We are looking forward to meeting members of the legal community and showcasing what Bundledocs has to offer.” 

Interested to learn more about Bundledocs? Contact our team today.

Behind the scenes at Bundledocs – what goes into software updates?

Our CTO James Hogan recently took the time to share what goes on in Bundledocs when it comes to creating updates to our solution for our customers.  

 

What are the initial steps when developing an update for customers? 

When it comes to implementing software updates to our solution the process begins when we receive insight from our customers or information on upcoming updates from judiciaries. We always think of the customers’ needs first and work forward from there. Crucially, we try to develop products that satisfy, and customer involvement is essential for us to be consistent. We aim to deliver new features to our product after every three-week development period. This three-week release cadence allows us to react to the changing needs of our customers and the changing regulations they work against. 

 
Our software engineering team follow the Agile Scrum process and over time we have found that a three-week sprint period works well for us. On the first day of each sprint, we look forward and plan, on the last we review the work we’ve completed and share what we’ve learned. Separately, we discuss the way in which we worked in a more general sense at our sprint retrospectives. This is where we discuss and refine our development process. Each day, our development team meets to give a summary of what they’re working on. Collaboration plays a major role in what we do. The main objective of our stand-up is for each team member to offer and seek advice on how and what we’re all building on that day.  

 

How do you identify and address updates? 

 

Work items for the development team arrive at weekly refinement meetings. These refinement meetings allow the development team meet with stakeholders to gather requirements and set priorities. It’s the development team’s responsibility to estimate the complexity and deliverability of requirements by analysing each requirement from a technical perspective. During a refinement meeting, we may agree to design a prototype for, or investigate further, some requirement that needs clarification. At the following refinement meeting we may present our designs or findings to the stakeholders. Once we are agreed on the design and requirements of an item it’s ready for planning. During planning, the whole development team gets involved in setting a path towards building out the requirements successfully. This always includes a serious discussion around confidentiality, integrity, availability, scalability, security, and performance. 

  

How do you and the team delegate tasks? 

 

As technology moves quickly so does our product, and development team members will always hold varying degrees of experience with our product areas. To identify product area leaders within the team we maintain a skills matrix for each development team member that defines both product areas and a self-assessed measure of confidence in each product area. The skills matrix helps us identify our product area leaders and those in need of experience in a product area.  

 

During refinement, we record a complexity level estimate against each work item. During planning, we might allocate a task with a low complexity estimate to a developer in need of experience in a product area. Equally, we might allocate a task with a high complexity estimate to a more experienced team member. This process encourages skills growth and knowledge sharing within the team. 

  

How do you manage the updating process? 

 

We maintain a process improvement guide as part of the last meeting in our sprint, our sprint retrospective. This is a living document that sets out the development team’s own process. During the retrospective, we discuss the team’s capacity and the timebox we allocate to each meeting we hold.  

 

Currently, we timebox 5.5 hours to plan the work of each sprint. Sometimes work items have an obvious path to conclusion while others require a deeper discussion, and so the planning duration for individual work items is variable. We find our process provides a great opportunity for everyone to discuss technologies, pitch approaches, and gain exposure to areas of the product they may not otherwise have been exposed. Knowledge building and sharing is a key component of our process. 

 

To find out more about or latest updates join our mailing list here. 

Get Court Compliant with Bundledocs

The UK Judiciary recently introduced new guidance on the preparation of electronic bundles for court hearings. Up until the pandemic e-bundles had been utilised. However, during 2020 and beyond e-bundles were used extensively as court hearings were held remotely with documents becoming bigger and more demanding. This updated guidance which replaces the previous revision published in May 2020 has been developed to ensure consistency in the creation of e-bundles for the efficient preparation and management of court hearings. 

What does this mean for your firm? The good news is that at Bundledocs we are fully compliant. Here we have laid out some of the main points within the updated guidance and how you can approach creating your e-bundles compliantly: 

Ebundle Creation 

All bundles must now be provided in PDF format – something that our solution does automatically. Within your e-bundle all pages must be digitally numbered by computer-generated numbering, not by hand. Regardless of whether the first page is part of an index, the first page of the bundle must be numbered as one with additional pages following sequentially. If you are required to produce a hard copy of your bundle – the pagination must match the e-bundle.  

With Bundledocs you can manipulate your documents to meet requirements set out by the UK judiciary. If any of the pages in the bundle have been created in landscape orientation, they must appear within the bundle in this format so that they can be read from left to right.  Additionally, you have the option to change the default page view to be 100% to meet guidance set out by the judiciary. 

When it comes to the presentation of your ebundle the resolution should not be greater that 300 dpi to prevent slow scrolling or rendering when your ebundle is being viewed. To avoid excessively large bundles, you can easily adjust the resolution for your ebundle.  

 

Formatting 

All entries in an index must now be hyperlinked to the corresponding document, all sections must be bookmarked for ease of navigation and the bookmark should contain the page number of the document. With Bundledocs you can automatically  generate a customised index and bookmarks, which update each time you generate your bundle. Additionally, all pages with typed text must be subject to OCR, this allows for easier searching for text, highlighting parts of a page, and copying text from the bundle. Our built in OCR functionality means your firm will not have to purchase additional OCR software.  

Pre-Hearing 

E-bundles can be shared with the courts prior to hearings via email or by uploading to a document upload centre – the issue here is that some bundles may be too large to be sent via email. Bundledocs features a secure share functionality where you can share direct to a third party or via outlook. There is also the option to share as an email attachment or via the third parties software. Additionally, you can download you e-bundle and upload directly depending on the requirements set out by the court.  

If new documents need to be added after an e-bundle has been submitted to the judge the judiciary requires that pages are added to the end of a bundle and paginated accordingly. The judge should then be provided with the new bundle and separately the completed revised bundle. Our solution allows you to add additional documents at the last minute while generating a new version with numbering etc. automatically updated. There is also the option to generate your bundle with just the late inserts – rather than the entire bundle which can then be shared.               

We want to help you create e-bundles with complete ease. Get in touch to grab a copy of our court compliant template today.

Bundledocs Announce Appointment of Simon Hill as Non-Executive Director

Bundledocs has today announced the appointment of Simon Hill as its new Non-Executive Director.

Simon is currently the CEO and co-founder of Xperate, a UK based software development company which offers consultancy services to the wider tech community. He has previously worked in CEO and senior leadership roles for Tikit Plc, BT Group Plc, and TFB Plc. Simon brings over 20 years’ experience to Bundledocs, having worked across the technology sector servicing industries such as SMEs, legal services, and professional services.

 

Speaking on the appointment Brian Kenneally, Bundledocs Founder and CEO said, “Simon has a notable track record of growing businesses and delivering strategic transformation across the legal tech industry. Simon is widely regarded as a serial tech entrepreneur and his insights and experience will undoubtedly be invaluable to us as we continue to expand our services globally. We are looking forward to working with Simon as we further develop Bundledocs into the future.”

“We are looking forward to working with Simon as we further develop Bundledocs into the future”
— Brian Kenneally, CEO

 

Commenting on his appointment, Simon Hill said, “I am delighted to have been appointed as Non-Executive Director at Bundledocs. Since Bundledocs launched in 2019 I have admired their vision and growth across territories. Having seen how much Bundledocs has achieved to date, I was interested in getting further insight into their operations. I am looking forward to working with the team to assist in their ambitious growth plans.”

 

Bundledocs has over 1,000 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.  

Interested to learn more about Bundledocs? Contact our team today.

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