Diligent Boards vs. iManage Work

We had a meeting and after the meeting, additional information was added to the book and it was easy to navigate just the information that was update. This made it efficient when we had a follow-up meeting to discuss the updates and be able to reference the updated information. This allowed us to have an effective meeting with a purpose.

Incentivized

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.

Incentivized

• The confidential sandbox is a must, and Diligent Boards provides that environment. Most of the info we put on the diligent board is not downloadable and printable.
• It is very easy to make notes, highlights important info and bookmark pages. I used these functions all the time.
• Its excellent organization features.

Incentivized

• 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.

Incentivized

• not so easy to handle access when we have to arrange a specific, non-standard set up of access: sometimes we have to limit the access to one or few of the members of a particular book
• calendar function will be useful, but it is an additional cost
• flexible view options: vertical vs. horizontal

Incentivized

• 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

Incentivized

We find the Boards portal to be an effective tool for our board meeting documents. It is user friendly and allows for amendments, additions as needed without compromising documents that have already been uploaded. Additionally, our Board members are comfortable with the platform and confident in their ability to navigate it.

Incentivized

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.

Incentivized

Again, it is a very easy program to use. What would I change… There’s some features in the agenda that I would like to have. The ability to add different bullets underneath items. the ability to do an AYE vote. Because sometimes they don’t individually vote, my superintendent or School Board chair will say I’ll say hi or I’ll say, and it would be really nice to have a button that automatically fills for that.

Incentivized

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.

Incentivized

Great service!

Yes pages load quickly challenges are only experienced when the network challenge is on the user's side.

Incentivized

The turnaround time is great, and the customer support team usually resolves queries in one go. However, customer support can improve by suggesting additional helpful activities to improve user experience, rather than limiting it to the specific requests made. Overall, it has been a positive experience with the customer support team.

Incentivized

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.

Incentivized

Comprehensive. I didn’t feel like I was confused or didn’t have the knowledge to begin using Diligent Boards immediately

Incentivized

easy implementation process

Incentivized

Diligent Entities is already great, as I used it before Diligent Boards, and it was very helpful and very cost-effective as a product provided to my previous team that used it. So I can only vouch for the platform and note that Diligent Boards is also fantastic. It certainly is.

Incentivized

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.

Incentivized

It is really worth it.

• Diligent has improved the time spent on training new board members as the app is user-friendly and self-explanatory, especially for IT-savvy Directors.
• The app has cut down the cost of sending notifications to directors on material added on the app, as directors automatically receive notifications as soon as material is available.

Incentivized

• 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.

Incentivized