iManage Work is a document management solution formerly known as HP Worksite. iManage was divested from Hewlett-Packard in 2015 and is now an independent company, headquartered in Chicago.
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OneNote
Score 8.4 out of 10
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Microsoft's OneNote is a digital note-taking app, supporting photos, annotating, web page clipping, emailing, and synchronizing notes across devices.
iManage is well suited to managing the large volume of documents and emails that are created on a daily basis. Lawyers can get dozens if not hundreds of e-mails a day, and we need something to do with them. Deleting them is often not practical, because you may require the information a year from now. Leaving them in Outlook is also impractical, because a large Inbox will slow Outlook down. Outlook has an archiving feature, but this doesn't really help for collaboration (and your colleagues are likely out of luck if you end up unavailable due to emergency). iManage is less well suited to small organizations (ex: sole practitioners and small firms) because it is does require a significant investment in implementing and maintaining the software. iManage Work is well suited for large law firms, because it is great for collaboration, including between different offices.
It is well suited for capturing weekly departmental task lists. For example, each week we create a new page in a shared departmental notebook. In this new page, each department member enters his/her top 3 accomplishments for the week and the top 3 things which the member will attempt to accomplish in the coming week. We then use this page during our Monday morning stand-up meeting and it helps provide an agenda, structure, and discussion points for the meeting.
OneNote synchronizes across platforms very quickly. I often find that notes entered, or updated, on my desktop are synchronized to my laptop and smartphone well before I ever open them up to access the information.
OneNote has apps for just every major platform available. This includes Windows, iOS, and Android. The web app has plenty of features so you won't feel let down if you have to access your notebooks through a browser.
The multimedia features of OneNote are wonderful. I can draw pictures, add sound bites, add videos, add files, and much more. This helps me capture the full context of a note, including any references that I might need, all within the note itself. I don't have to go outside of OneNote to find a video clip, logo, or soundbite.
The system can be fairly buggy. I have issues with freezing, and a lack of responsiveness each time I use it ( although not for long and does not prevent me from getting what I need to be done, it's just annoying).
It has a slightly larger learning curve to use than other more simplistic records managers
OneNote could improve on its web clipping features. Evernote still beats it in terms of robustness, but OneNote is sufficient for most purposes.
OneNote could also improve on its tagging system. Its the other major way of categorizing notes, which Evernote uses to great effect, but OneNote de-emphasizes this in favor of a hierarchical ordering.
This is a silly point, but it drives me mad. OneNote's free-form editing on pages, meaning you can click anywhere and start editing makes for sloppier notes that aren't as well aligned. This could be an enjoyable feature for some, but for me, I like my pages orderly.
It has been what our firm has always used, and overall everyone seems to be pleased with it. It is user friendly and intuitive and it doesn't appear we have any intention of changing what we use for our purposes.
As this is not a compulsory tool in our organization, I would say all depends on the decision makers, however since this is a part of MS Office, I am sure we will have it for as long as we will possibly need it. However, I would not be so sure, if it was a separate product
To me iManage is very intuitive and user friendly. The switch from the application vs the Outlook extension was an adjustment, but it was one I made pretty easily once it happened.
It is easy to use day to day and has become a common use application like Outlook or Teams. There is little to no learning curve, and you can use it in the way that is most suitable for you. Features like moving sections of text around and creating new tabs is self-explanatory.
I find OneNote to perform very well. I experience quick load times and automatic updates which are two things that are very important to our organization. I personally do not integrate OneNote with other software or systems but I do like that it can generate a sharing link for other people to view.
We had an issue a few years ago where a plug-in of some sort which allowed the viewing of PDFs got updated and then whenever some people previewed PDFs in iManage then Outlook would crash. My outlook crashed over 20 times in a single day once. It was a pretty bad time. I know one of our information technology professionals in another office worked non-stop with iManage to get it resolved, and it seemed like they did take the issue pretty seriously.
Since it is part of Microsoft Office and used across the globe there are a lot of support options available. It's quickest to just do a google search which will have plenty of articles to help you since there are so many OneNote users but as an Office customer you also have access to Microsoft support and I have had good experiences with their support (probably because I'm with a large company who is a large customer to them).
MS SharePoint requires a lot of time to integrate and efforts are expensive compared to iManage product. iManage is quick setup and well integrates with existing on-premise environments and integrates well with major iDP systems for authentications and manage RBAC systems for permissions via API calls.
I’ll be honest, once I met OneNote, I knew my search was over. I found a software package that could do everything I needed and more. Pen and paper are helpful but not searchable, not private, not easily shared. Your notebook can be misplaced or stolen. You cannot use it to access websites with a click. I was a user of Lotus notes back in the day and though it had better function than pen and paper, I lost my entire notebook twice because of system issues and it didn’t have 1/10th of the function OneNote had
Since our policy is that all client documents are saved into iManage, we have been able to keep an email retention policy for Exchange to 90days to delete. This has saved us significant resources in both Exchange management and hardware to support excessive email storage for archived databases or extremely large databases.
The ability to search documents quickly by text inside the documents allows to review previously created contracts and use similar language that is well suited to a new project over again without having to spend time manually opening and searching ourselves. The software does it for us.
We used to store old files at an offsite storage facility for a monthly fee. We have implemented a new procedure, where we now scan these old paper files into our iManage system, making them text searchable PDFs. Since the software has such robust searching capabilities, this makes the documents much more accessible when needed than requesting an offsite storage delivery and having to manually pull paper files. In addition, we have saved thousands of dollars a month by not storing paper files offsite any longer. If the searching were not so powerful, we would not done this because our old paper storage system worked well for us previously.
By giving employees this tool, each one can try to make the most out of it, and use it as they want. I know that many employees are utilizing features of OneNote every day, and it does help them to work more organized, and more efficiently.
I don't think there is any negative impact. Those who don't know how to use the tool are likely not to use it, so there is no risk for negative impact other than the cost of the license.
