iManage Work

iManage is used by every single person in my firm. This is how we build and maintain client data and files! We also use for letter template and document management as a firm. It is very helpful for client reporting. I use iManage extensively each day to save emails, documents and other correspondence.

• I don't have hard numbers, but as long as the firm has had iManage for as long as it has had electronic files, so it must be working quite well

Microsoft 365, Microsoft Teams, Adobe Acrobat

To store and maintain documents and files. We are now completely paperless and heavily rely on iManage to run our law firm. This includes litigation, and we have different file formats depending on what the case involves.

• Our firm has never used any other filing software since going digital
• Everyone seems to be very comfortable using iManage
• We can be efficient because we can share and save documents quickly

Adobe Acrobat, Microsoft 365, DocuSign

As a multi-location law firm, iManage Work allows us to securely handle secure document sharing and storage. It is used by the entire organization of 200+ users. The software allows us to efficiently and securely house all of the data required to run a law firm. Without iManage Work we would struggle to manage the large amounts of data required for practicing law.

• iManage Work is integral to the daily workflow of all 200+ of our users.

Tungsten Power PDF

We use iManage for our Legal and Claims department to share documents among team members and cross check when needed in the event of court sessions. iManage resolves a critical business requirements to collaborate within work email clients via agents to deposit documents, create documents based on the Claim number of our customers and integration with the customer database for the insurance and legal cases.

• The amount of time needed in searching is reduced to few seconds and organizing the documents by case numbers has been the best ROI for our Legal team.
• The Automation for index searching and AI of relating to the case numbers increases the productivity for the users within our legal team where error is minimum.
• Less efforts are required to manage Permissions and granting permissions. Applying APIs for granting permissions has been automated.

Microsoft SharePoint

Microsoft SharePoint, Microsoft Azure Active Directory, Miro

Used for document management across multiple departments within my organization (finance, accounting, HR, and sales).

Sage Business Cloud X3 (formerly Sage ERP X3), FileInvite, Microsoft 365 (formerly Office 365)

• Matter centricity
• Ability to save and share a multitude of different documents in different formats.

• A bit pricey but worth it once you know how to use it. It makes any document sharing easy and seamless which is priceless.

Microsoft 365 (formerly Office 365)