Realise the full benefits of e-bundling with Bundledocs

Legal technology providers should be working with, not against, firms to help them get the most value out of their products, says Miles Osborne, global director of customer success at Bundledocs.

As tightening competition and client pressure continue to force firms to focus on driving efficiencies, a key challenge legal businesses face is how to get the most return on investment from their technology spend, says Miles Osborne, global director of customer success at Bundledocs, a leading document bundling software provider.“Firms will often get stuck in this cycle with vendors, where they’ve purchased a product but haven’t been able to realise all its benefits and are then told that to do so will cost them even more than they anticipated.”With almost three decades of experience in legal technology, Osborne believes there’s a better way. Bundledocs differentiates itself from this approach by offering training and support services at no added cost.As a software-as-a-service (SaaS) business, rather than locking firms into hefty enterprise licences, the software provider offers a true SaaS model offering flexible monthly pricing that suits firms’ evolving needs.

“It’s a complete game-changer that allows us to invest deeply in our customers’ success — by focusing on having more productive conversations with firms on how we can best work together to help them realise the most value from the product.”

Bundles of benefits

Understanding, even anticipating, firms’ digital transformation needs has always helped Bundledocs stand out as a great product, Osborne says.

“The direction of travel was already heading towards electronic bundling — given the dramatic improvements it brings to the process — but the pandemic massively accelerated that transition, and we were well positioned to address that need when everyone suddenly needed to adapt to remote ways of working,” he says.

But enabling seamless collaboration and effective teamwork isn’t the only significant aspect of the e-bundling platform.

A common pain point he hears from the law firms he speaks with is the need to stay compliant with a multitude of court requirements, which differ from region to region. Bundledocs can address these requirements more easily and efficiently than if done manually, freeing up professionals’ time to focus on more valuable work.

“Manual bundling is incredibly time-consuming, resource-intensive and error-prone — so using a software that reduces time, effort and risk is a no-brainer.”

Osborne says ensuring a great user experience is critical to firms taking the maximum advantage of their technology. “We have a very easy, intuitive process that takes users through the journey of generating a bundle — but there are lots of other functions to provide greater customisation which are also very important, and we want to ensure our customers are getting as much value out of our product as possible.”

To do this, Bundledocs provides free training, both at the time of onboarding as well as through weekly training webinars, to all its customers. And being based across Europe, North America and Australia allows its support team to provide round-the-clock assistance to its users. The business also works with its client firms to help set up indexes and implement integrations.

Responsive to your legal document needs

Unlike other cloud software that started out as on-premises solutions, Bundledocs has “always had cloud at its core”. This allows Bundledocs to be easily integrated within a firm’s core tech stack of practice and case management systems, and document management systems (DMSs) — the platform currently integrates with more than 15 leading DMSs.

“One of the biggest advantages of being cloud-native is that the platform is incredibly agile and flexible to adapt to a particular firm’s needs,” Osborne notes, from handling late inserts to including multimedia files, Bundledocs can customise its solution to meet the exact specifications firms want for their bundles.

But the business isn’t only interested in responding to its customers’ needs — it is proactively seeking out feedback on how to shape the product’s future direction, he says. Mechanisms for putting client listening at the centre of product development include ongoing customer success reviews, reports from the support team based on the kinds of tickets it receives, as well as a recently introduced portal that allows users to submit feedback directly.

The team is then able to harness all these ideas, questions and suggestions to drive improvements and innovation through nimble development cycles.

This “ensures that users can be comfortable in the knowledge that they are always working on the most up-to-date version of the software” — not only in terms of being compliant with court requirements but also protected against the latest cybersecurity threats.

“We take the reliability and security of our product very seriously,” he says. Bundledocs is built on and leverages all the resilience of Microsoft Azure’s public cloud infrastructure.

And in 2020 it became the first bundling software to receive ISO 27001 certification (the international standard for information security). “Our people undertake regular training to maintain compliance with the standard, and we ensure robust processes to monitor and address issues rapidly.”

All these aspects of the product, he feels, has seen the business grow to becoming a market-leading bundling provider, with over 1,400 firms worldwide currently using Bundledocs — including 95 of the UK’s top 200 firms.

For further information, visit: www.bundledocs.com.

This interview was first published on Briefing.

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