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September 01, 2020
This is our firm's document management system to store our firm's documents. We use it as a knowledge base to effectively organize unautomated precedents and other useful documents. We also use it as the primary means that our users can securely access firm documents outside of the office. We are starting to look at the co-authoring functionality too.
- Security
- Access documents remotely
- Effectively storing in one place, practice-specific documents, e.g. precedents, guides, and checklists
- Better knowledge bank functionality
iManage Work is our primary ECM resource. It's used by the whole organization and eliminated paper filling.
- It's easy to use but a very powerful tool.
- Supports multiple document versions.
- Allows a combination of versions in different file types (i.e. .docx; .pdf).
- Saving a document in multiple matters in a single action.
October 07, 2019
iManage Work is used by our organization as a document management system. We set up folders in iManage for each of our matters (and then subfolders within each matters), and then file documents and e-mails there.
It solves a couple of business problems:
It solves a couple of business problems:
- most files at large corporate law firms require teams of lawyers to work on a particular file. This helps us share documents among the internal team.
- document retention. When you've spent 100 hours working on something, it's generally a good idea to file all of the e-mails so that you can retrieve the information if an issue with the file comes up in the future.
- knowledge sharing. When a lawyer is looking for sample language, they can look at similar documents that colleagues have done in the past in order to expedite the work flow.
- The full text searching feature, once implemented properly, is incredibly powerful.
- Integrates seamlessly with Outlook to reduce the number of pieces of software you need turning at any given time.
- Filing is relatively quick most of the time.
- 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.
November 29, 2018
iManage Work works as a document management and collaboration tool between individuals and external parties. It stores documents securely in the cloud and provides an organized format for maintaining and editing them. Oftentimes, the primary source of accessing and editing documents is via an Outlook add-in which embeds as a sidebar to search and pull files as well as save new files.
- 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.
- Complicated setup. On initial installation it is cumbersome to configure on each workstation just to connect to service.
- Does not enforce structure. Once setting up structure, users can save outside of iManage Work and make their own files and folders under pre-configured system.
- Outlook is a finicky software, access to iManage Work depends on Outlook, nothing against iManage Work, but it sometimes has issues caused by the application it relies on.
April 11, 2017
My company uses iManage Work in every department. This document management system enables us to easily share, access, preview, find and secure documents. It also offers quite a bit of customization in the end user interface, such as right click menu options, allowing us to add and remove or rename features.
- The search features are fantastic. While it takes quite a bit of resources on the back end to make this happen, it searches document meta data, such as name, date created, author and so on zippy quick. But more importantly for us, any text readable document (Office documents, Text Searchable PDFs, etc.) are indexed and easily searchable as well. Users are presented with a powerful search screen to limit search results with a large variety of meta data search filters and key word searching in an easy to understand format. With a document library of over 3 million documents, this is a critical need for our business.
- The integration with the Microsoft Office products is flawless. We have several add-ins for our Office suite and most of them cause our IT Department some grief, but the iManage integration just works, which is great for IT and the users. Our users love the FileSite integration, which allows for published workspaces to display in their Outlook tree. Since our users are in their Outlook working email all day, this integration allows them easy access in an application they are already familiar with to interact with our DMS.
- The history of the documents, tracking which users have accessed, edited, saved, opened, printed, etc. documents is always correct. We've had to use this history multiple times for tracking user access or interaction with documents for a variety of reasons and it's easy to follow and always correct.
- The iManage Communication Server, which interacts with iManage and Outlook, filing emails to the workspaces has always been bug riddled. Our current version is the most stable we've seen yet, but we still have issues every few months. We often find suddenly linked Outlook folders (which allow users to save emails in Outlook folders that in turn link to the DMS to automatically save a copy of that email in the iManage folder the user linked) aren't filing the copies in iManage anymore, in other words, the linking is broken. IT has to restart the Communication server, then the user has to recreate their Outlook folder and move the unlinked documents to the folder to kick off the filing process again. The worst part is that unless the user notices the filing isn't working, there's no monitoring IT can do to determine the linking is broken.
- Due to the nature of how iManage captures the File-Open/Save function of applications, there are times that it leaves documents checked-out on user machines. When a user opens a document, it locks the server copy, creates a local copy on the user machine for edits, and when the user closes the document iManage copies the local copy to the server overwriting the original (by default) to save the changes. Sometimes, the process of writing the changes back to server doesn't happen so the local machine copy (the latest changes) are only on the user machine and the user much check in the documents manually. This happens a couple of times a month for almost everyone at my company. It's usually not a big deal, until an employee is terminated. If IT forgets to check-in that user's documents before the user machine and account are wiped, then the edited documents is lost forever because it only exists on the user machine.
- iManage works with Windows Server native encryption features to allow you encrypt documents. Microsoft's native encryption is crude and problematic at best, especially with roaming profiles. iManage needs to partner with other software encryption technologies to offer alternatives for encryption at rest and in transit.
iManage Work Scorecard Summary
What is iManage Work?
iManage Work is a document management solution formerly known as HP Worksite. iManage was divested from Hewlett-Packard in 2015 and is now an independent company, headquartered in Chicago.
Categories: Document Management
iManage Work Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |