Deltek WorkBook vs. iManage Work

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.

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Legal team using this product helps the team to better access documents securely within their email app (Outlook) and the user experience to control the document is excellent and being able to make it private and isolate confidential documents during a court session is very important and iManage has met our requirements. Also, being able to access instantly from users' workstation/laptop devices is very important and iManage plugin for outlook has satisfied our Business requirements.

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• Workbook handles all processes in a consultancy company
• Workflow options on all thinkable processes
• Support global growth and intercompany management
• Strong planning tool
• Able to manage multiple clients to one project
• Advanced template set-up
• The communication module, so all relevant information is available on the projects
• Flexible planning and project management

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• Very reliable, once setup it is usually pretty flawless outside of Outlook-related issues.
• Simple and easy to use organization of files and groups.
• Customizable for different departments or sections to divide up access and partition document system.
• Allows collaboration with outside parties and makes sharing documents quick and easy.

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• The integrations on IT level are not great and should be improved.
• Change of IP's that's used for logins are being changed without reporting it to super users.

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• Proper implementation of the software is important. We have a client who also has iManage for their large in-house legal department but the implementation seems to have not been as thorough so their experience with the software has not been as positive.
• Again, proper implementation is key to how powerful the software can be. For a long while our organization did not have the full-text searching implemented, and it was a game changer when we finally did it.
• I understand that our implementation of iManage does not allow for multiple template matters based on different situations. So we have five default folders, but it would be nice to have a couple of templates, with different numbers and names of the subfolders depending on the situation.

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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.

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Gets the job done, just not the sexiest.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Great implementation support, but haven't had many questions since.

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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.

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Timelog, e-conomic project module and podio

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I have viewed several other document management system software, but iManage was already installed at my company before I started working here. For us, I think this is the right solution. Companies with a smaller number of employees or smaller document collections could find some other options that might suite their needs and budget better. We definitely want an on premises solution that provides all the security, tracking, searching, and integration issues iManage offers. Many of the other solutions have adopted cloud technologies only at this point and we are not ready to consider cloud storage due for our sensitive documents at this point.

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• WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
• We have spent a lot of time on support which is a negative impact.

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• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info