Import

Empower support staff to bulk import Windows files & Folders into iManage by targeting workspaces using profile information from datasheets

When attorneys/lawyers join a law firm, corporate legal department, or financial institution, they need the content from their previous business available in the new document management system (DMS) ASAP so that they can continue to manage their work with minimal business disruptions. Support Staff are often responsive for importing these contents into different workspaces in iManage libraries, which can be an arduous and time consuming task.

Import is robust, reliable, and versatile tool that can identify the correct matters and then import the content into iManage without needing to constantly monitor progress. The solutions streamlines and expedites processes for identifying, associating, and importing the correct material into the DMS so that attorneys/lawyers can seamlessly join the team and foucs effort son their work. Support staff can import into existing matching folders or create any missing folders while merging the folder structure on Windows and the corresponding iManage Workspace.

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Streamline Processes

• Reduce manual effort by automating content identification and association.
• Seamlessly integrate content into the new iManage DMS.
• Maintain consistent workflow, minimizing delays and disruptions.

Expedite Onboarding

• Accelerate onboarding by quickly importing content into iManage.
• Minimize downtime with fast file organization and folder creation.
• Speed up and improve the import process, ensuring attorneys/lawyers start work immediately.

Ensure Accuracy

• Match content with matters and workspaces with precision.
• Organize content within iManage to preserve structure.
• Reduce manual data entry errors by automating key import work steps to allow to ensure for the accuracy of information.