iManage Work vs. SmartVault

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.

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

SmartVault sends out a cover letter with the tax returns that includes a link for them to download their tax returns, avoiding the insecurity of an email attachment. It does not include a statement retrieval feature but does work very nicely with a third-party app called FileThis. The majority of the users in the office have not been able to install the Outlook plug-in due to "a certificate error." In five years, SmartVault has not addressed this issue.

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

• 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

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

• Easy navigation
• Email notifications
• Document previews

• 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.

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

• They have cut back on support as have many SaaS companies recently.
• The documentation can sometimes be a little difficult to follow.

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

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

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

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

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

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

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

Reaching someone is more difficult than it should be. Also, they don't take possession of known issues always suggesting it is a local PC issue in initial conversations. That, of course, can be frustrating for the end-user.

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

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.

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

Sales team was responsive, price was good, functionality was acceptable

• 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

• has made sharing documents with large numbers of clients easier
• has forced us into using their service, or spending time to find a better alternative, in my experience.
• Speaking personally the product has cost us several thousand dollars over predicted budget costs for a 3-year projection