iManage Files Everything by Matter. We Connect That to the Rest of the Firm.
iManage is the matter-centric document and email management system behind iManage Work, the product most firms mean when they say "iManage," run either on iManage Cloud or on-premise, with FileSite or iManage Drive as the client people actually open day to day. We don't implement or administer iManage. We build the integrations that connect its matter filing to the practice management, billing, and communication tools a firm runs around it.
What we build on top of iManage
A matter opening in your practice management software and a workspace existing in iManage are two separate facts until something ties them together. We build that connection, so a new matter number and its metadata create the matching iManage workspace automatically, instead of someone setting it up twice.
Document and version events inside iManage can drive work outside it. A document moving to a final or executed state is a real signal; we wire that signal to a task, a notification, or a billing entry in whatever system actually needs to know.
Firms running iManage RecordsManager have a real retention and disposition schedule sitting inside iManage. We surface that schedule and its upcoming actions to the staff who need to act on it, rather than leaving it as something only the records team happens to check.
Where iManage exposes its API, that's the layer we build on: pulling matter and document activity into firm-wide reporting, or pushing matter data in, instead of someone re-keying what already exists in iManage into a second system.
Where this shows up in practice
Matter opens, workspace follows
A new matter created in your practice management system creates the matching iManage workspace with the right client and matter metadata attached, so filing is correct from the first document.
Document status, visible without an iManage login
A document reaching final or executed status in iManage shows up as an update wherever your team actually works, so checking on it doesn't mean opening a separate system.
What's still manual between iManage and the rest of your systems?
A billing handoff, a records deadline nobody catches until it's late, a report built by hand once a month: tell us what it is and we'll look at what iManage's API can expose for it.
Running iManage and still patching the gaps with manual re-entry?
Tell us what's not connected to iManage right now, your practice management system, your billing software, a records deadline that depends on someone remembering. We'll look at what iManage's own API can expose for it. And if iManage isn't actually where the friction lives, that's fine too. Whatever else in the firm still runs on manual re-entry is fair game.
Let's talk