iManage Work Features

Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on

Ability to access documents via a web interface without a client being installed on a device

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Can easily find files via a simple and/or advanced search

iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Allows users to receive updates when files have been updated, added, deleted or moved.

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Users can work simultaneously on files.

Provides an audit log of changes and enables users to revert to a specific version

Able to deal with flexible and non-flexible signing regulations according to relevant jurisdictions.

Provides a client portal or other means through which clients can view transactioon status.

Produces real-time transaction-related reports.

Create closing checklists.

Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.

Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.

Administer storage limits by user or group

Choose data center your files should be stored at

Stores and transfers files in secure environment

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage

Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

Enables custom integration to external systems

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.

Ability to search across different data sources, such as databases, intranets, and applications.

Offers search for a variety of file types.

Ability to search in multiple languages without any additional work required.

Ability of search to handle typos.

Allows the end user to filter and refine search results.

Ability to define synonyms for search terms.

Allows the user to see highlighted results to see which words or phrases match the search query.

Allows the user to search in a natural, intuitive manner.

Gives the user targeted, personalized results based on their activity or preferences.

Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.

Ability to plug the search capabilities into other applications or tools.

Creates a closing book for each transaction.

Offers e-signature functionality in-product, whether through integration or native capability.

Manages all transaction-related documents.

Facilitates document modification with comprehensive change logging

Offers a unified system storing all legal data for easy management and retrieval

Controls access and sharing based on user permissions

Securely archives legal documents in an organized, digital repository

Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance

Ensures consistent, up-to-date information across all devices

Manages multiple document iterations, ensuring accuracy and up-to-dateness

Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions

Leverages artificial intelligence for task automation, streamlining workflow and decision support

Enables document access from any device, from anywhere, thereby enhancing flexibility

Allows users to generate text based on a text prompt

Condenses long documents or text into a brief summary

Extract insights from legal texts using natural language processing for better decision-making and analysis

Aid in drafting legal documents, contracts, and correspondence by providing suggested language and structure

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Perform due diligence on the M&A, company formation and other legal transactions by reviewing and summarzing contracts, agreements and other documents with reference to large database and libraries

Answer complex legal questions extracting information from www, uploaded legal documents and other sources, thereby predicting potential outcomes and risks

Standardized approach to legal research, document review, and drafting, minimizing the risk of errors or oversights

Encompasses the use of AI to automate various legal processes, such as case preperation, evidence analysis, trial strategy, legal research, and contract management​

Ensuring legal standards are met with regulatory requirements and internal policies along with maintaining high standards of cybersecurity

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows, adapting to various legal practices across global laws, rules and regulations

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Embed generative (RAG) capabilities for enhanced answer generation using retrieved content

Allow tuning relevance and ranking through machine-learning or Learning-to-Rank models

Enable the system to understand and interpret natural-language queries

Offers search for a variety of file types.

Ability to search across different data sources, such as databases, intranets, and applications.

Ability to search in multiple languages without any additional work required.

Gives the user targeted, personalized results based on their activity or preferences.

Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.

Ability to plug the search capabilities into other applications or tools.

Allows the user to see highlighted results to see which words or phrases match the search query.

Allows the end user to filter and refine search results.

Ability of search to handle typos.

Ability to define synonyms for search terms.