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Today, organizations in legal, accounting, finance and other industries are facing new forms of security threats that require innovative technology that protects sensitive information. iManage Threat Manager meets the needs of CIOs, CSOs and compliance officers looking for advanced solutions to protect critical data. Using a combination of adaptive behavioral modeling and machine learning, iManage Threat Manager provides 24/7 continuous protection of sensitive data from internal and external threats from any device—anywhere.

iManage Security Policy Manager manages need-to-know access, content segregation and ethical walls at scale, required to meet today’s security challenges. Featuring an intuitive role based UI and anywhere, anytime access, iManage Security Policy Manager provides data protection without sacrificing user productivity and system performance.

iManage RAVN Insight takes enterprise search and knowledge management to the next level. Leveraging the RAVN AI technology, Insight finds, analyzes and identifies organization information buried in disparate systems, regardless of location. iManage RAVN Insight’s Knowledge Graph surfaces connections between people, expertise and knowledge to identify hidden experts, related projects and relevant clients. With iManage RAVN Insight, professionals work smarter and can build knowledge applications that solve high ROI problems across the enterprise.

iManage RAVN Extract, powered by the award-winning RAVN AI technology, automatically reads, extracts and interprets critical business information from large volumes of documents and unstructured data. With iManage RAVN Extract, you can increase organization productivity, reduce cost, save time and transform unmanageable projects into streamlined and profitable processes.

Explore iManage RAVN Extract solutions for solving common business problems:

iManage M & A Contracts Due Diligence Robot

Automatically organize, analyze and extract key data from loan portfolios and other M & A documents.

Download iManage M&A Due Diligence Robot Datasheet

iManage Lease Term Extraction Robot

Automatically organize, analyze and extract key data from leases.

Download iManage Lease Term Extraction Robot Datasheet

iManage ISDA MA, CSA Robot

Simple and efficient automated review for repapering ISDAs.

Download iManage ISD MA, CSA Robot Datasheet

Professional organizations are dealing with exponentially expanding volumes of unstructured information stored in different locations including file shares, local hard drives and a variety of business applications throughout the company. Operational data could contain unidentified confidential and sensitive information and become a business or regulatory liability.

iManage RAVN Classify intelligently understands the nature of your organization’s content and can identify, analyze, categorize and tag your corporation’s data, turning it into a valuable and powerful business asset and an important component of your information governance initiatives.

iManage RAVN Insight takes enterprise search and knowledge management to the next level. Leveraging the RAVN AI technology, Insight finds, analyzes and identifies organization information buried in disparate systems, regardless of location. iManage RAVN Insight’s Knowledge Graph surfaces connections between people, expertise and knowledge to identify hidden experts, related projects and relevant clients. With iManage RAVN Insight, professionals work smarter and can build knowledge applications that solve high ROI problems across the enterprise.

iManage RAVN Extract, powered by the award-winning RAVN AI technology, automatically reads, extracts and interprets critical business information from large volumes of documents and unstructured data. With iManage RAVN Extract, you can increase organization productivity, reduce cost, save time and transform unmanageable projects into streamlined and profitable processes.

Explore iManage RAVN Extract solutions for solving common business problems:

iManage M & A Contracts Due Diligence Robot

Automatically organize, analyze and extract key data from loan portfolios and other M & A documents.

Download iManage M&A Due Diligence Robot Datasheet

iManage Lease Term Extraction Robot

Automatically organize, analyze and extract key data from leases.

Download iManage Lease Term Extraction Robot Datasheet

iManage ISDA MA, CSA Robot

Simple and efficient automated review for repapering ISDAs.

Download iManage ISD MA, CSA Robot Datasheet

iManage Records Manager, an industry leading product with over 500,000 users, provides a central interface with advanced capabilities to manage both physical and electronic records. Administrators can set governance policies, including trigger events, retention periods and disposition rules, as well monitor and enforce compliance on both records and non-records without introducing burden or overhead for today’s busy professional user.

Today, organizations in legal, accounting, finance and other industries are facing new forms of security threats that require innovative technology that protects sensitive information. iManage Threat Manager meets the needs of CIOs, CSOs and compliance officers looking for advanced solutions to protect critical data. Using a combination of adaptive behavioral modeling and machine learning, iManage Threat Manager provides 24/7 continuous protection of sensitive data from internal and external threats from any device—anywhere.

iManage Security Policy Manager manages need-to-know access, content segregation and ethical walls at scale, required to meet today’s security challenges. Featuring an intuitive role based UI and anywhere, anytime access, iManage Security Policy Manager provides data protection without sacrificing user productivity and system performance.

• Integrates with your workflows: Share, edit and collaborate on work product from within iManage Work.
• Share files from your Outlook email: Share files as secure links directly from Outlook.
• Secure, firm-branded web portal in a snap: Give your client access to their documents from a single responsive interface on phone, tablet or desktop, branded with your firm logo.
• Collaborate on the go: Share and securely collaborate with customers from your smartphone or tablet.
• Know what is shared and with whom: Monitor who is accessing your files and when.

Securely exchange work product with your clients, partner firms and outside consultants within tools that you are familiar with. iManage Share offers industry-leading security with seamless integration with iManage Work and Microsoft Outlook, so that secure file sharing is easy and convenient without sacrificing security and governance of your client’s files.

• Improve productivity
• Suggested email filing keeps you ahead of inbox overload
• Make better decisions
• Document timelines, dashboards and analytics cut through clutter enabling faster, better decisions
• Find everything
• Search across all work product (documents, emails, images) automatically tuned to your work style
• Be more responsive
• Secure mobile access means you can view and edit your work from anywhere
• Work smarter
• Integrates seamlessly with the applications you’re already using to save time
• Increase adoption
• User designed workflows, navigation and contextual help allow fast onboarding of new users
• Enhance Security
• Organization policies govern audited document access and sharing with delegated authorization
• Work from anywhere
• Mobile first design, in a single user experience on phone tablet and browser makes it easy to turn idle time into effective worktime

Access your work product from anywhere, on any device, in a single user experience. Designed by professionals for professionals, iManage Work 10 features dozens of new enhancements to make you more productive and makes it easier than ever to collaborate with your team and stakeholders in a secure and governed manner.

• Allow admin to configure a query that takes an old document as input and gives the final document as the output.
• Intercept existing links and pass them through the admin configured query to find the corresponding content.
• Seamlessly open the moved document from its destination location without receiving a broken link.

When content has moved across library due to region change or archiving, the existing links to them no longer work. Professionals potentially lose time trying to find the documents that they previously could access easily via saved links. Recreating the existing links for every user is impractical.

Link Interceptor enhances the iManage experience by providing a solution that can help intercept links for documents that have moved across servers or have changed locations multiple times.

• Provides automated tasks for moving workspaces and its content from one iManage Work library to another.
• Perform mass movement of folders and documents from one workspace to another, quickly and easily.
• Move data between iManage Work libraries while considering data integrity, metadata, user shortcuts and NRL links.
• Archive targeted content from existing iManage Work databases into a designated Archive Library.
• Copy missing metadata, users, and groups from the source library into the destination library while documents are being archived.
• Choose to rollback content when the transfer fails due to any reason our continue to perform a partial transfer
• Finish a previous partial transfer by rerunning the task

One of the most basic functions that law firms and corporate legal department perform within their iManage document management system (DMS) is moving documents, folders, and folder structures from one library location to another.

Transfer is quick, user-friendly, configurable, and cost-effective solution that provides the ability to update document library structure to meet ongoing needs. Transfer also improves user search functionality by moving unnecessary content to an archive library on a scheduled basis, ensuring that only active content is visible to users.

The Link Interceptor that comes as an add-on feature to Transfer automatically re-directs shortcut links to the correct document, even if it has been moved to a new library.

• Designed to be offered as Software-as-a-Service (SaaS) in a secure cloud environment, HAVEN can fetch the latest updates of documents and content from related workspaces from iManage on a timely basis.
• In the event of a crisis, the firm’s admin can activate HAVEN to provide iManage users with access to material so that they can continue working business as usual. Similarly, businesses can utilize HAVEN during scheduled network downtime.
• User security data from iManage is automatically synchronized with HAVEN once this system is turned on.
• User Interfaces (UI) are structured to mimic the iManage environment so users can seamlessly transition to HAVEN to ensure business continuity. Consequently, staff do not require training to start utilizing HAVEN; they are already familiar with the processes.

The realities of disasters are uncontrollable. The immense responsibility to keep users working during access disruption requires a reliable solution. Update your business continuity plan with HAVEN, the solution that ensures iManage users have uninterrupted access to business-critical content when access to iManage is interrupted due to crisis situations.

HAVEN is an RBRO cloud service that provides rapid access to iManage content in the case of a significant event that prevents users from accessing their Work product through normal means.

• Significantly minimize the total number of clicks to complete processes
• Facilitate processes with ease with no additional training required
• Boost productivity by streamlining and expediting e-filing
• Maintain security with no manual export of iManage Work documents before uploading to webpages
• Reduce risk by saving non-integrated documents within iManage Work
• Eliminate content stored on a shared drive
• Increase productivity with less steps/clicks to upload/download content
• Save time as system activity is automatically dated, tracked, and detailed
• Move content to and from iManage Work without having to manually store it on a local machine

While users can save and open “integrated” documents such as Microsoft® Word, Excel, PowerPoint and Adobe® Acrobat® files within the iManage Work environment, this is often not sufficient for today’s workplaces. With the increasing complexity and variety of work performed by many organizations, the use of programs outside of the accepted integrated suite of products is commonplace. As a result, the ability to effectively manage all documents within the document management system (DMS), regardless of file type, can be limited.

Link2DMS makes the most popular non-integrated applications into integrated applications. Link2DMS is a powerful and easy-to-use software tool that enables you to save and open documents created with non-native integrated applications directly within iManage Work. Use to integrate web browsers and web-based applications on the browser level or only on designated pages.

• Safeguard files from malware propagation, reducing infection risks.
• Ensure protection with a file repository located in a separate silo.
• Significantly reduce attack risks by coupling Transport AC with robust protection software.
• Provide staff with access to data from offsite or cloud-hosted systems during malware attacks.
• Maintain data availability if primary systems like Active-Directory or BIOS are compromised.
• Protect against data loss in critical situations.
• Enable uninterrupted database querying for reporting.
• Ensure Workflow continuity, by facilitating integration with SQL data and back-end file contents.
• Data control reassurance in cloud migration, ensuring access to valuable content in times of crisis.

As businesses increase their participation in the iManage cloud, questions arise regarding the need for auxiliary access to content for reporting, integration, and alternate-use cases in emergency situations. Transport – Auxiliary Cache (AC) enables a secure, on-premise or cloud-based repository to host a continuously updated copy of information from iManage Cloud or iManage on-premise repositories.

When new content is added to the iManage repository or content in iManage is changed, the updated documents are automatically synchronized to the Auxiliary Cache repository and stored in a customer-controlled Windows file store. In addition, the system can act as an independent backup for added assurance and a database to integrate with other applications for iManage data-driven workflows and reporting.

• Allows users to ‘right-click’ individual documents, a series of documents or entire folders in the Microsoft Windows file system for import into iManage Work
• Automatically applies destination workspace metadata to documents during the import process
• Incorporates seamless profiling and allows users to maintain consistent document and folder organization within iManage Work

Easy Import is an easy-to-use tool that allows users to directly move or copy documents and/or folders from the Microsoft Windows file system into iManage Work. It allows:

• non-uniform structures to be easily imported into iManage Work by end-users;
• content to be migrated when needed, instead of relying on a larger administrator-managed import; and
• quick and easy import of content provided by clients or new staff.

Easy Import allows individual users to import their locally-saved documents to iManage Work.  To maintain consistent organization, Easy Import allows users to directly import a Microsoft Windows folder structure into iManage Work. In addition, documents imported into iManage Work with Easy Import will automatically be profiled with the metadata of the destination workspace and folder. With Easy Import, users simply have to ‘right-click’ the document or folder to be imported and:

• move or copy individual documents to iManage Work, with the option to add the document as a new version, new document or to overwrite an existing iManage Work document;
• simultaneously move or copy multiple documents and/or folders into iManage Work, or
• move or copy entire folder structures to iManage Work.

• Search/perform operations across multiple libraries simultaneously
• Task optimization to ensure smooth system performance
• Capacity to manage content, regardless of where it currently resides
• Only provide staff with access to required content
• Adjust security without exposing content or blocking user access
• Examine a detailed audit log and revert changes without undoing triggered actions
• Make granular profile updates by changing metadata in a controlled way without removing required values
• Review updates performed by any user at any time
• Universal API compliant – compatible with iManage Work 10 environment

Assistant allows for the delegation of end-user support functions to administrative staff without requiring NRTAdmin access. Because Assistant ensures that actions are performed securely across all databases and all activity is tracked via an effective logging mechanism, organizations can be confident that helpdesk staff can assist end-users without gaining access to information beyond their permission level.

Designed to empower users in any iManage Work 10 environment in the cloud or on premises, Assistant helps users go beyond the basics of productivity to discover contextually relevant content faster. Assistant provides effective delegation of key capabilities to IT support teams of varying responsibilities. This solution includes the ability to quickly locate relevant content and execute targeted operations against individual items, client/matter groups, or entire libraries across geographic boundaries based on provided search criteria.

• Enforces organization-wide document standardization policies.
• Allows organizations to choose the information to be included in a Microsoft Word document footer, header or in the body of the text.
• Integration with Microsoft Word ribbon makes it easy to apply identification tag information.
• Can be configured to automatically apply identification information when a document is opened or saved.

Organizations often distinguish Microsoft Word documents by placing specific identification information within the footer, header or body of the document. Easy ID is a customizable tool that enables organizations to stipulate and enforce the type of information to include in a Microsoft Word document, specify the location of the identification tag and apply the appropriate style settings.

With Easy ID, identification information and settings are easily applied to Microsoft Word documents that are saved to iManage Work. With the simple click of a button, Easy ID will populate Microsoft Word documents with the identification information specified. This allows organizations to enforce their document standardization policies by ensuring that all Microsoft Word documents contain the same identification information and are located in the same place within the document.

• Manage all aspects of iManage Work workspace structures
• Utilize an intuitive, visual interface
• iManage Work 10 Server compatible
• iManage Cloud compatible
• Automatically generate workspaces and templates
• Set scheduled updates or make changes on the fly
• Automatically move sub-folders
• Apply metadata and security updates to multiple items
• Save time with automated processes
• Streamline tasks and expedite workflows
• Safeguard against inaccuracies by minimizing manual inputs
• Ensure for an ease of access to information

Workspace Management allows for total administrative control of iManage Work workspace structures through an intuitive visual interface that ensures that workspaces maintain the same structure as their associated templates. Workspace Management includes AdminDeploy, and can be bundled with QuickDeploy and EnhancedDeploy, based upon your needs.

AdminDeploy is a time-saving mechanism for administrators to set up automated tasks to generate or update workspace structures based on information pulled from an external or internal source. QuickDeploy is a powerful tool that allows end users to extend their workspaces based on admin-approved workspace structures without needing a source Practice Management System. And EnhancedDeploy is a tremendously valuable solution that lets administrators establish workspace shortcuts generation as part of the Admin deployment tasks.

• Significantly minimize the total number of clicks to complete processes
• Facilitate processes with ease with no additional training required
• Boost productivity by streamlining and expediting e-filing
• Maintain security with no manual export of iManage Work documents before uploading to webpages
• Reduce risk by saving non-integrated documents within iManage Work
• Eliminate content stored on a shared drive
• Increase productivity with less steps/clicks to upload/download content
• Save time as system activity is automatically dated, tracked, and detailed
• Move content to and from iManage Work without having to manually store it on a local machine

While users can save and open “integrated” documents such as Microsoft® Word, Excel, PowerPoint and Adobe® Acrobat® files within the iManage Work environment, this is often not sufficient for today’s workplaces. With the increasing complexity and variety of work performed by many organizations, the use of programs outside of the accepted integrated suite of products is commonplace. As a result, the ability to effectively manage all documents within the document management system (DMS), regardless of file type, can be limited.

Link2DMS makes the most popular non-integrated applications into integrated applications. Link2DMS is a powerful and easy-to-use software tool that enables you to save and open documents created with non-native integrated applications directly within iManage Work. Use to integrate web browsers and web-based applications on the browser level or only on designated pages.

• Enforces organization-wide document standardization policies.
• Allows organizations to choose the information to be included in a Microsoft Word document footer, header or in the body of the text.
• Integration with Microsoft Word ribbon makes it easy to apply identification tag information.
• Can be configured to automatically apply identification information when a document is opened or saved.

Organizations often distinguish Microsoft Word documents by placing specific identification information within the footer, header or body of the document. Easy ID is a customizable tool that enables organizations to stipulate and enforce the type of information to include in a Microsoft Word document, specify the location of the identification tag and apply the appropriate style settings.

With Easy ID, identification information and settings are easily applied to Microsoft Word documents that are saved to iManage Work. With the simple click of a button, Easy ID will populate Microsoft Word documents with the identification information specified. This allows organizations to enforce their document standardization policies by ensuring that all Microsoft Word documents contain the same identification information and are located in the same place within the document.

• Provides automated tasks for moving workspaces and its content from one iManage Work library to another.
• Perform mass movement of folders and documents from one workspace to another, quickly and easily.
• Move data between iManage Work libraries while considering data integrity, metadata, user shortcuts and NRL links.
• Archive targeted content from existing iManage Work databases into a designated Archive Library.
• Copy missing metadata, users, and groups from the source library into the destination library while documents are being archived.
• Choose to rollback content when the transfer fails due to any reason our continue to perform a partial transfer
• Finish a previous partial transfer by rerunning the task

One of the most basic functions that law firms and corporate legal department perform within their iManage document management system (DMS) is moving documents, folders, and folder structures from one library location to another.

Transfer is quick, user-friendly, configurable, and cost-effective solution that provides the ability to update document library structure to meet ongoing needs. Transfer also improves user search functionality by moving unnecessary content to an archive library on a scheduled basis, ensuring that only active content is visible to users.

The Link Interceptor that comes as an add-on feature to Transfer automatically re-directs shortcut links to the correct document, even if it has been moved to a new library.

• Designed to be offered as Software-as-a-Service (SaaS) in a secure cloud environment, HAVEN can fetch the latest updates of documents and content from related workspaces from iManage on a timely basis.
• In the event of a crisis, the firm’s admin can activate HAVEN to provide iManage users with access to material so that they can continue working business as usual. Similarly, businesses can utilize HAVEN during scheduled network downtime.
• User security data from iManage is automatically synchronized with HAVEN once this system is turned on.
• User Interfaces (UI) are structured to mimic the iManage environment so users can seamlessly transition to HAVEN to ensure business continuity. Consequently, staff do not require training to start utilizing HAVEN; they are already familiar with the processes.

The realities of disasters are uncontrollable. The immense responsibility to keep users working during access disruption requires a reliable solution. Update your business continuity plan with HAVEN, the solution that ensures iManage users have uninterrupted access to business-critical content when access to iManage is interrupted due to crisis situations.

HAVEN is an RBRO cloud service that provides rapid access to iManage content in the case of a significant event that prevents users from accessing their Work product through normal means.

• Safeguard files from malware propagation, reducing infection risks.
• Ensure protection with a file repository located in a separate silo.
• Significantly reduce attack risks by coupling Transport AC with robust protection software.
• Provide staff with access to data from offsite or cloud-hosted systems during malware attacks.
• Maintain data availability if primary systems like Active-Directory or BIOS are compromised.
• Protect against data loss in critical situations.
• Enable uninterrupted database querying for reporting.
• Ensure Workflow continuity, by facilitating integration with SQL data and back-end file contents.
• Data control reassurance in cloud migration, ensuring access to valuable content in times of crisis.

As businesses increase their participation in the iManage cloud, questions arise regarding the need for auxiliary access to content for reporting, integration, and alternate-use cases in emergency situations. Transport – Auxiliary Cache (AC) enables a secure, on-premise or cloud-based repository to host a continuously updated copy of information from iManage Cloud or iManage on-premise repositories.

When new content is added to the iManage repository or content in iManage is changed, the updated documents are automatically synchronized to the Auxiliary Cache repository and stored in a customer-controlled Windows file store. In addition, the system can act as an independent backup for added assurance and a database to integrate with other applications for iManage data-driven workflows and reporting.

• Allows users to ‘right-click’ individual documents, a series of documents or entire folders in the Microsoft Windows file system for import into iManage Work
• Automatically applies destination workspace metadata to documents during the import process
• Incorporates seamless profiling and allows users to maintain consistent document and folder organization within iManage Work

Easy Import is an easy-to-use tool that allows users to directly move or copy documents and/or folders from the Microsoft Windows file system into iManage Work. It allows:

• non-uniform structures to be easily imported into iManage Work by end-users;
• content to be migrated when needed, instead of relying on a larger administrator-managed import; and
• quick and easy import of content provided by clients or new staff.

Easy Import allows individual users to import their locally-saved documents to iManage Work.  To maintain consistent organization, Easy Import allows users to directly import a Microsoft Windows folder structure into iManage Work. In addition, documents imported into iManage Work with Easy Import will automatically be profiled with the metadata of the destination workspace and folder. With Easy Import, users simply have to ‘right-click’ the document or folder to be imported and:

• move or copy individual documents to iManage Work, with the option to add the document as a new version, new document or to overwrite an existing iManage Work document;
• simultaneously move or copy multiple documents and/or folders into iManage Work, or
• move or copy entire folder structures to iManage Work.