What Does A Records Retention Workflow Look Like?

IRM, together with Policy Service, can help you manage retention and destruction of your firm’s physical and electronic records (iManage Work). The following is a summary of how a typical retention workflow may run: Matter Close Date: The engagement is complete. In the firm’s accounting system, the matter’s status has changed and the close date…

Read More

Highlights from iManage Sales Kickoff 2020

Highlights from iManage Sales Kickoff

I had the privilege of attending iManage’s annual sales kickoff in Chicago the end of January. Having also attended last year, it was easy to see the company’s overall growth. Globally, their employee count is up almost 30%, bringing them around 670 people strong. This is remarkable, given they had just over 150 employees immediately…

Read More

Top 5 Reasons Your Project Needs a Project Manager

Project Impresario A Project Manager understands all the moving parts within a project. From Initiating to Closure, the Project Manager is responsible for disseminating updates to the team and stakeholders. Their ability to identify when tasks should occur and how various pieces fit together is a core necessity for any project. Whether it be resources,…

Read More

iManage Work 10 Feature Spotlight – Journaling

Users who accidentally choose “replace original” when saving a document now have the ability to download the document they inadvertently overwrote without having to contact an administrator. iManage Work 10 gives administrators the ability to create backup copies of user’s documents, eliminating the need to perform work on the backend system to retrieve documents that…

Read More

Floor Support – An Essential Element of a DMS Rollout

While the Go Live classroom training is key to a successful DMS roll out, there is significant value in face to face interactions. That’s why, in this article, I will review the benefits of floor support as an essential phase of your DMS roll out. What is the best approach? Various organizations have rolled out…

Read More

Experienced Developers Can Easily Customize iManage Solutions

At ASI, we have been able to develop and deliver customized document management solutions to our clients. iManage makes this easier by providing training, certifications and documentation tools that developers need to provide law firms the flexibility and functionality they require in their DMS. iManage provides documentation for each of the many integration points that…

Read More

DMS Victory by Avoiding 8 Common Mistakes

Winston Churchill was right when he stated, “Those who fail to learn from history are doomed to repeat it.” Over Adaptive’s 20 years in the legal technology industry, we’ve seen our share of mistakes. We’ve found that the following are the eight most common DMS mistakes law firms and corporate legal departments should be sure…

Read More

Gmail Integration for iManage Work 10

iManage Work 10 Email Management for Gmail is the perfect solution for G-suite professionals to manage all email communications related to engagements, enforce security on sensitive content and easily find and share relevant information between professionals and clients without wasting valuable time. View our video below to learn about key features of iManage’s email management…

Read More