Docketly EDI: Submitting Appearance Requests, Simplified

by Brandon
Feb 15, 2022
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Data entry is no joke. It can take a lot of time, it has to be error-free, and it can come in bulk. If you want to save time with appearance counsel requests, Docketly EDI is your solution for secure, automated, efficient data entry customized to the spreadsheet format you use in-house.

Collections is among the most popular areas for appearance counsel for a few reasons: because people tend to move without updating their creditors, because people are not always paid in the state in which they reside, and because some run from their debts. With the current trend in Americans changing their employment situation, we can expect a greater need for appearance counsel in the future. If this trend has resulted in an increased data entry workload for your firm, Docketly EDI is here to ease the burden.


The Problem

Creating hearing requests on the Docketly platform is easy, but it can become tedious and time-consuming when dealing with bulk appearance counsel requests. Many firms make use of case management software and spreadsheets to organize their cases, and sometimes, that case management software does not work with the spreadsheet format you use in-house.


The Solution

Docketly EDI is the solution to this problem. EDI is Electronic Data Interchange, a standard format for batch operations. You can get more out of Docketly by using Docketly EDI. Batch loading makes appearance counsel requests easy to do in bulk. You’ve probably heard of batch uploading or EDI, but you might not know that Docketly offers this time-saving functionality. If you haven’t heard of EDI and you’d like to see how it works, see our quick Docketly EDI video. If you’re already familiar with Docketly, you’ll see how easy it is to use our EDI. 

Send Us Your Spreadsheets, Really!

If you use a spreadsheet format in-house that doesn’t look like ours or the ones that your case management system uses, just send us some. Our system can learn your preferred spreadsheet format, providing the automated solution you need to save time. Law firm operations frequently traffic in privileged information. You can rest assured that Docketly EDI uses a secure system. We use Secure File Transfer Protocol (SFTP) to avoid the need for any significant IT footprint requirement on your end.


Docketly is the only appearance counsel vendor to be certified compliant with the SOC 2 Type 2 standard. A SOC 2 Type 2 report is an internal controls report that captures how a company safeguards customer data and how well those controls are operating. Docketly is certified by the National Creditors Bar Association, a trade association dedicated to creditors rights attorneys. 


Why You Should Use EDI and When

All tools have a purpose and Docketly EDI is no exception. Read below for the whys and whens to use EDI, and when not to. 


You should use batch uploading, or EDI, because it can save you a lot of time if you have many hearing requests to file. The time you save by using Docketly EDI to load appearance counsel requests can be put into other work that does not have an easy-to-use, time saving solution. Because EDI saves time, it will save your firm money. 

Using automated systems reduces human error and produces results in a shorter amount of time, so you can upload an entire month’s worth of appearance counsel requests and not worry about a last-minute scramble for coverage. It is important to upload hearing requests in a timely manner, especially if they take place in remote rural areas.


Docketly is already so easy to use for single appearance attorney requests that entering several is still simple and quick to accomplish. Once you get into 10 or more simultaneous appearance attorney requests, the efficiency of batch uploads and EDI becomes a winning strategy for efficiency and time savings. 

When you’re making a handful of appearance attorney requests, there’s really no need to use EDI because Docketly’s standard utility already makes single appearance attorney requests a breeze to accomplish without the need for EDI or batch uploading. When your case management software won’t work with your in-house spreadsheet format, Docketly is an easy choice. We can adapt our system to any spreadsheet format you use. 


Get the Most out of Docketly

Use Docketly EDI for batch uploads whenever you have 10 or more appearance counsel requests to make at the same time. It will save you time and save your firm money. Docketly EDI is just as easy to use as the standard platform with which you are likely familiar. Perhaps most important of all, Docketly uses secure IT protocols for information transmission to ensure that you, your firm, and your firm’s clients have peace of mind in retaining appearance counsel. 

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