iManage Work

287 reviews

iManage software enables teams to work together securely with the exploding volume of documents and email from any location, using any device. WorkSite is a simple-to-use document management system that can be deployed across your organization quickly, with minimal training and at a low total cost, for a rapid return on investment.

iManage Drive

15 reviews

iManage Drive is a client application designed for Microsoft Windows and macOS that provides a seamless and intuitive interface to the iManage platform. It enables users to select workspaces from iManage Work and sync them to their local drive, making files accessible anytime and anywhere, even without internet connectivity. The synchronization feature ensures that changes to local files are reflected in iManage Work and vice versa. Key Features and Functionality: - Offline Access: Users can take documents or entire workspaces offline, work on them, and have changes automatically synced when reconnected to the internet. - Seamless Integration: Integrates with Microsoft Windows Explorer, allowing users to manage files using familiar tools and workflows. - User-Friendly Interface: Designed to look and feel like a shared network drive, enabling users to store, search, and retrieve documents without the need for training. - Enhanced Security: Ensures that all critical business information is captured and secured within iManage, eliminating risks associated with storing documents on unsecured drives. - Improved Collaboration: Eliminates information silos, enhancing knowledge management and content reuse. Primary Value and User Solutions: iManage Drive addresses the need for professionals to access and manage documents securely and efficiently, regardless of their location or internet connectivity. By providing a familiar interface and offline capabilities, it ensures continuous productivity and collaboration while maintaining high security and governance standards. This solution is particularly beneficial for remote or hybrid workers who require flexible and reliable access to their files.

iManage Records Manager

11 reviews

iManage Records Manager is a comprehensive solution designed to centralize the governance of both physical and electronic records within an organization. By providing a unified interface, it enables administrators to set and enforce governance policies, including retention periods and disposition rules, across multiple repositories. This centralized approach ensures consistent application of policies, enhances compliance with evolving regulatory requirements, and reduces risks associated with data exposure. Additionally, by retaining only necessary records, organizations can significantly reduce storage costs. The system's intuitive approval workflows empower staff to make informed decisions regarding record retention and disposal, thereby streamlining records management processes without adding undue burden to users. Key Features and Functionality: - Unified Governance: Centralizes the management of all electronic and physical content, improving visibility and control across the organization. - Integrity and Confidentiality: Minimizes the risk of data exposure by enforcing consistent retention and disposition rules that align with governance policies. - Cost Reduction: Decreases storage costs by retaining only necessary records, eliminating unnecessary data retention. - Compliance Assurance: Aligns document and records management practices with evolving regulatory compliance requirements, ensuring adherence to industry standards. - User Approvals: Empowers staff to decide which records to retain or dispose of through consistent, intuitive approval workflows. - Enhanced Protection: Applies need-to-know access policies to sensitive documents via integration with iManage Security Policy Manager, bolstering data security. - Single Policy Control: Defines and applies a single policy to records stored across multiple repositories, eliminating the need for separate policies for each system. - Role-Specific Dashboards: Provides user-based or privilege-based interfaces with customized views of key metrics, tailoring real-time insights into records management operations to users' needs. - Centralized Management: Governs content in place, whether physical records located in offices or offsite, or electronic records across multiple repositories, such as iManage Work and Windows file shares. Primary Value and Problem Solved: iManage Records Manager addresses the critical need for organizations to effectively manage and govern their records amidst a rapidly changing regulatory environment. By centralizing records management, it enhances visibility and control over all content, ensuring consistent application of governance policies. This not only minimizes risks associated with data exposure and non-compliance but also reduces storage costs by eliminating unnecessary data retention. The system's intuitive workflows and role-specific dashboards empower users to make informed decisions, thereby streamlining records management processes and enhancing overall organizational efficiency.

iManage Insight+

5 reviews

iManage Insight+ is a cloud-native knowledge search and management solution designed to help organizations efficiently discover and utilize their institutional knowledge. By enabling quick access to best practice work products such as templates, checklists, updates, and examples, Insight+ enhances productivity and collaboration among knowledge workers. Built within the iManage Cloud ecosystem, it ensures seamless integration, robust security, and compliance with organizational policies. Key Features and Functionality: - Knowledge Search: Offers type-ahead and personalized search capabilities, allowing users to discover collective knowledge with granular filtering options for precise results. - Advanced Metadata Management: Supports over 100 additional metadata fields per file, including taxonomies and multi-values, providing users with enhanced context and search parameters. - Cloud Architecture: Inherits the security, configurability, and centralized storage of iManage Work, facilitating the creation of a comprehensive knowledge library. - Self-Service Configuration: Empowers administrators to customize and maintain the knowledge library independently via the iManage Control Center, without reliance on third-party vendors. - Curation Toolset: Integrates curation tools within iManage Work, enabling secure submission, enrichment, revision, publication, and archiving of knowledge assets. - AI Readiness: Prepares organizations for AI initiatives by delivering tools for curating and enriching knowledge assets, resulting in high-quality data suitable for intelligent agents. Primary Value and Problem Solved: iManage Insight+ addresses the challenge of efficiently accessing and managing an organization's collective knowledge. By providing a centralized, secure, and user-friendly platform, it enables knowledge workers to quickly locate and utilize best practice resources, thereby improving service delivery, quality, and consistency. This institutionalization of knowledge maximizes the value of existing investments in iManage and positions organizations to leverage AI technologies effectively.

iManage Enrichment

3 reviews

iManage AI Enrichment is an advanced solution designed to automate document classification and data extraction, establishing a robust foundation for AI-driven knowledge management. By leveraging over 70 pre-trained document classification models, it accurately identifies document types, extracts key information points, and associates this data with the respective files. This process enhances search accuracy and boosts productivity by ensuring that critical information is readily accessible and properly categorized. Key Features and Functionality: - Automated Document Classification: Utilizes pre-trained models to automatically identify and categorize documents by type, streamlining content organization. - Data Extraction: Extracts essential information from documents and associates it with the respective files, facilitating more precise and efficient searches. - Enhanced Search Capabilities: Improves search accuracy by providing contextual data, enabling users to locate information more effectively. - Scalability: Operates automatically and at scale, analyzing and classifying both existing and new documents without additional input from users. - Security and Governance: Maintains the security and governance protections of the iManage platform, ensuring that data processed by AI remains secure and compliant. Primary Value and Problem Solved: iManage AI Enrichment addresses the challenge of managing vast amounts of unstructured data by automating the classification and enrichment of documents. This automation reduces manual effort, minimizes errors, and enhances the overall quality and value of an organization's saved documents. By enabling natural-language search and delivering more actionable results, it empowers professionals to focus on higher-value activities that drive business outcomes, thereby boosting productivity and leveraging organizational knowledge more effectively.

iManage Conflicts Manager

1 review

iManage Conflicts Manager is an advanced software solution designed to streamline the conflicts of interest management process for legal and professional services firms. By providing a comprehensive 360-degree view of both ethical and business conflicts, it enhances risk management, optimizes loss prevention efforts, and increases revenue. The platform leverages artificial intelligence to support issue spotting, offers interactive clearance options across multiple devices, and maintains a detailed audit history, all within an intuitive interface that organizes large data volumes into consumable formats. Key Features and Functionality: - Advanced Search Capabilities: Eliminates the need for multiple complex queries by delivering relevant and trustworthy results in a single search, utilizing superior search features including synonym creation and application. - Extensible Information Management: Surfaces conflict-relevant information from disparate systems, offering professionals multiple points of reference in one place for better data refinement and enrichment. - Dynamic Forms: Incorporates dynamic forms into conflicts analysis, allowing for the collection of relevant information throughout the business intake process with drag-and-drop functionality to align onboarding with due diligence processes. - Corporate Intelligence Integration: Integrates with third-party data services such as Dun & Bradstreet and Bureau van Dijk to surface corporate affiliations and enhance the accuracy of conflict checks. - Multiple Reporting Types: Produces results in various formats, including PDF reports, interactive portals, or actionable emails, tailored to the needs of different users. - Platform Integration: Seamlessly integrates with iManage Work to ensure documents generated during onboarding are filed appropriately, and existing documents become accessible for business acceptance analysis. Primary Value and Problem Solved: iManage Conflicts Manager addresses the critical need for efficient and accurate conflict of interest management within legal and professional services firms. By automating and streamlining the conflicts checking process, it reduces the time and resources required to identify and clear conflicts, thereby enhancing staff productivity and allowing professionals to focus on high-value analysis. The solution ensures compliance with jurisdictional regulations, maintains confidentiality by controlling access to sensitive client content, and ultimately reduces costs associated with analyzing and resolving conflicts, freeing up staff for billable work.

iManage Closing Folders

1 review

iManage Closing Folders is a legal transaction management solution designed to automate the repetitive and error-prone tasks associated with closing deals. By streamlining processes such as creating checklists, managing document versions, capturing signatures, and generating final closing books, it enhances efficiency, reduces risk, and improves client service delivery. The platform integrates seamlessly with iManage Work, providing a centralized and secure environment for managing all aspects of legal transactions. Key Features and Functionality: - Automated Checklists and Workflows: Simplifies the creation and management of transaction checklists and workflows, minimizing manual effort and errors. - Signature Page Recognition: Utilizes AI technology to automatically identify signature pages and assign them to the correct parties, expediting the signing process. - Centralized Document Management: Organizes and tracks every document version, comment, schedule, and signature in a secure, centralized platform. - Branded Closing Books: Enables the creation of branded, hyperlinked closing books in seconds, facilitating easy distribution to clients. - Enhanced Collaboration: Provides a collaborative environment for teams to work together efficiently, improving overall productivity. Primary Value and User Benefits: iManage Closing Folders addresses the complexities and inefficiencies inherent in traditional deal-closing processes. By automating routine tasks and providing real-time visibility into every aspect of a transaction, it allows legal professionals to focus more on delivering high-value legal counsel rather than administrative duties. The platform's integration with iManage Work ensures a single source of truth for transaction documents, enhancing accuracy and reducing the risk of errors. Ultimately, it enables law firms and legal departments to close deals more quickly and securely, leading to improved client satisfaction and increased profitability.

iManage Security Policy Manager

1 review

iManage Security Policy Manager is a web-based security solution designed for law and professional service firms to enforce need-to-know security and information barriers at scale. It enables organizations to protect sensitive information across multiple repositories, including iManage Work and third-party systems, without compromising user productivity or system performance. The intuitive, role-based interface allows administrators to manage security policies from any device, ensuring compliance with client, regulatory, and company obligations. Key Features and Functionality: - Advanced Access Controls: Manage user access at the client, function, or project level, and delegate access approval responsibilities across any organizational structure or global location. - Self-Maintaining Rules: Configure automated workflows that grant and revoke access automatically, reducing manual intervention and associated risks. - Single-Policy Management: Apply consistent security policies across multiple repositories, including iManage Work and third-party systems, through a unified policy framework. - Extensive Auditing: Utilize comprehensive auditing capabilities to respond quickly to client or regulatory audits, ensuring strict adherence to client obligations. - Seamless Integration: Integrate with the iManage platform to establish, adjust, and remove security policies without performance impact, and extend support to third-party applications like network file shares, Microsoft SharePoint, and Teams. Primary Value and Problem Solved: iManage Security Policy Manager addresses the critical need for organizations to maintain data confidentiality and comply with client and regulatory requirements. By enforcing information barriers and need-to-know security at scale, it minimizes the risk of data breaches and unauthorized access. The solution streamlines the management of security policies, reducing the burden on IT and risk teams, and ensures that sensitive information is accessible only to authorized personnel, thereby safeguarding the organization's reputation and client trust.

iManage Threat Manager

1 review

iManage Threat Manager is a sophisticated security solution designed to protect organizations' sensitive information from both internal and external threats. By leveraging advanced technologies such as adaptive behavior modeling and machine learning, it continuously monitors user activities to detect and neutralize malicious behavior, thereby preventing data loss and ensuring compliance with regulatory standards. Its comprehensive analytics and reporting capabilities provide organizations with the tools needed to demonstrate compliance and maintain robust information governance. Key Features and Functionality: - Advanced Threat Detection: Utilizes machine learning and adaptive behavioral modeling to identify and neutralize sophisticated attacks. - Behavioral Analysis: Monitors user behavior to detect anomalies, reducing false positives and ensuring accurate threat identification. - Compliance Reporting: Provides detailed reports to assist organizations in demonstrating compliance with regulatory standards. - Integration Capabilities: Seamlessly integrates with existing IT security infrastructure, enhancing overall security posture. - User-Friendly Interface: Features an intuitive interface for easy navigation and efficient management of security protocols. Primary Value and Problem Solved: iManage Threat Manager addresses the critical need for organizations to safeguard their sensitive data against evolving cyber threats. By providing real-time threat detection, comprehensive compliance monitoring, and seamless integration with existing security systems, it empowers organizations to proactively manage risks, prevent data breaches, and ensure adherence to regulatory requirements. This proactive approach not only protects valuable information but also enhances operational efficiency and business resilience.