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Assistants
RBRO's Assistants help with a variety of pain-points experienced by everyday users and administrators of iManage Work. Use RBRO’s Assistants to drive adoption by making people’s lives easier and increasing their effectiveness.
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Integration
Whether you are integrating with custom applications, web portals or performing online filings, RBRO's Integration solutions streamline processes and increase adoption while protecting against security and regulatory risks.
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Management
Whether you need more powerful control or more granular options, RBRO's Management solutions help to establish and maintain your iManage system through enhanced facilities and automation.
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Transport
Whether you need to import, export, merge, split or simply shift your content between environments, RBRO's Transport solutions help to put your data where it belongs.
Assistants
Do you have a number of tasks that you wish were just easier? RBRO's Assistants’ products help with a variety of pain-points experienced by everyday users and administrators of iManage Work.
iManage is the leading provider of work product management solutions for law firms, corporate legal departments, and other professional services firms including accounting and financial services.
A Premiere iManage Partner
RBRO Solutions is not your typical iManage partner. RBRO Solutions is uniquely positioned to provide complete end-to-end solutions. This empowers customers to receive maximum benefit from their iManage investment. Using best practices and unrivalled products and services, RBRO ensures our clients' onboarding, adoption and continuing success.
Assistant
Assistant enables helpdesk staff to perform advanced iManage Work functions without the need to have NRTAdmin access.
- 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.
Testimonials
"RBRO Solutions is one of our most trusted partners with a proven ability to successfully engage at all levels. For over a decade they have consistently contributed innovative solutions and delivered world-class consulting services to our clients."
NEIL ARAUJO, CEO, IMANAGE
"My experience working with RBRO Solutions has been superb. We know we are not their largest client, but they treat us like we are their only client. The quality, response time and depth of knowledge provided in their services are excellent. I would, and have, highly recommended them to my peers."
TRACEY GAUGHAN, LEGAL ADMINISTRATOR & EXTERNAL AFFAIRS DELAWARE NORTH
"Working through complex issues under very tight deadlines, the RBRO strategic consulting team provided exceptional support. Their resourcefulness and commitment to each task we presented was invaluable."
CHRIS FRAZIER, SYSTEMS ANALYST, AKERMAN LLP
Integration
Are certain teams stuck outside of iManage because of integration issues? RBRO's Integration solutions streamline processes and increase adoption while protecting against security and regulatory risks, Whether you are integrating with custom applications, web portals or performing online filings.
iManage is the leading provider of work product management solutions for law firms, corporate legal departments, and other professional services firms including accounting and financial services.
A Premiere iManage Partner
RBRO Solutions is not your typical iManage partner. RBRO Solutions is uniquely positioned to provide complete end-to-end solutions. This empowers customers to receive maximum benefit from their iManage investment. Using best practices and unrivalled products and services, RBRO ensures our clients' onboarding, adoption and continuing success.
Link Interceptor
Enable users to continue accessing content using existing links seamlessly when the content has moved between libraries.
- 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.
Link2DMS
Link2DMS is a powerful and easy-to-use solution to integrate non-native applications directly within iManage Work.
- 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.
Testimonials
"Link2DMS was, for us, the missing link. iManage Work transformed the way we organise and store documents, however saving documents from the Internet soon became an
issue. Streamlining the 'save' process with Link2DMS has created a positive ROI and improved user experience. Working with RBRO is enjoyable and they always deliver."
JON TAYLOR, SOFTWARE DEVELOPER, BRABNERS LLP
"Link2DMS does what it needs to do and we saw immediate results. It was quickly deployed and adopted. The product worked as advertised and dealing with RBRO was a very pleasant experience."
DIRECTOR OF TECHNICAL OPERATIONS, COZEN O’CONNOR
“A long-time, trusted partner, RBRO has implemented hundreds of customer deployments for law firms and legal departments. With multi-generational knowledge of iManage Work solutions, they have developed an intimate understanding of how lawyers work and their day-to-day challenges. Now with RBRO’s iManage Cloud Lift and Shift solution, they have developed an innovative solution which not only delivers cutover in record time, but achieves both enhanced user adoption and IT satisfaction.”
Sandeep Joshi, VP Business Development, iManage
“Link2DMS helps us strengthen our data governance while simplifying everyday tasks… The bottom line is that more people use the system effectively and we reduce risk.”
Alvin Aw, Head of IT, Dentons Rodyk & Davidson LLP, Singapore
Easy ID
Easy ID enables you to customize document identification tags within your Microsoft Word documents that are saved to iManage Work.
- 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.
Management
Facing challenges getting and keeping your content organized? Whether you need more powerful control or more granular options, RBRO's Management solutions help to establish and maintain your iManage system through enhanced facilities and automation.
iManage is the leading provider of work product management solutions for law firms, corporate legal departments, and other professional services firms including accounting and financial services.
A Premiere iManage Partner
RBRO Solutions is not your typical iManage partner. RBRO Solutions is uniquely positioned to provide complete end-to-end solutions. This empowers customers to receive maximum benefit from their iManage investment. Using best practices and unrivalled products and services, RBRO ensures our clients' onboarding, adoption and continuing success.
Workspace Management
Simplifies the generation, management and governance of iManage Work workspaces and their associated templates.
- 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.
Testimonials
“I don't know what I would have done without RBRO’s Workspace Management... I would have died!"
Donna Lewis, IT Manager - Enterprise Applications, Dickie, McCamey & Chilcote, P.C.
"RBRO Solutions is one of our most trusted partners with a proven ability to successfully engage at all levels. For over a decade they have consistently contributed innovative solutions and delivered world-class consulting services to our clients."
NEIL ARAUJO, CEO, IMANAGE
"Making technology work is about being on a first-name basis with people you trust. That’s why, for the last 10 years, we chose the RBRO team."
FRANÇOIS DEMERS, SPIEGEL SOHMER
Transport
Need to move your documents from one place to another? Whether you need to import, export, merge, split or simply shift your content between environments, RBRO's Transport solutions help to put your data where it belongs.
iManage is the leading provider of work product management solutions for law firms, corporate legal departments, and other professional services firms including accounting and financial services.
A Premiere iManage Partner
RBRO Solutions is not your typical iManage partner. RBRO Solutions is uniquely positioned to provide complete end-to-end solutions. This empowers customers to receive maximum benefit from their iManage investment. Using best practices and unrivalled products and services, RBRO ensures our clients' onboarding, adoption and continuing success.
Export
Facilitate a stress-free, customizable content export from iManage to any Windows location.
- Bulk export workspaces and its content selected from an advanced search result.
- Generate profile information of the content being exported into a datasheet.
- Choose which profile information to include in the datasheet.
- Export files even if path length exceeds windows limit.
- Update content by re-exporting instead of duplicating.
- View and monitor current and previously ran export tasks, review errors on the user interface.
- Empower support admins to run the export tasks without needing to give them any elevated permissions to the content.
- Exclude empty folders from the export.
- Exclude folders based on their profile (ex. where class = Admin).
- Choose to export only latest version of the documents.
- Customize the name of Workspace and documents on the exported.
- Bulk export documents selected from an advanced search result.
When an attorney/lawyer transitions to another law firm, they often take their matters with them. This shift can leave support teams in a challenging position, as they are tasked with exporting multiple workspaces simultaneously. The complexity of this task can escalate depending on the volume of data involved. When coupled with the daily challenges support staff face when exporting content from different locations, which can’t be accomplished easily via iManage, these teams are forced to push other projects to the sidelines to focus on exporting data.
Export automates the process of exporting documents and entire workspace folder structures from iManage Work. The solution allows support teams to configure the scope of the export task and place the exported content on a network path, reducing downtime and the impact on the allocation of IT resources. The team member facilitating this action does not need to have access to the workspace, nor to the content after the export is completed, offering businesses the flexibility to determine how they manage content.
Transfer
Enable users to continue accessing content using existing links seamlessly when the content has moved between libraries.
- 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 or 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.
HAVEN
Prepare for the unexpected—ensure uninterrupted access to business-critical iManage content during a crises or maintenance activities.
- 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.
Transport – Auxiliary Cache (AC)
Transport - Auxiliary Cache (AC) is a secure, on-premise or cloud-based back-up solution for iManage Cloud or iManage on-premise repositories.
- 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.
Testimonials
"RBRO Solutions is one of our most trusted partners with a proven ability to successfully engage at all levels. For over a decade they have consistently contributed innovative solutions and delivered world-class consulting services to our clients."
NEIL ARAUJO, CEO, IMANAGE
"Making technology work is about being on a first-name basis with people you trust. That’s why, for the last 10 years, we chose the RBRO team."
FRANÇOIS DEMERS, SPIEGEL SOHMER
"RBRO Solutions has always succeeded in providing timely and effective solutions to the growing needs of a national law firm. Miller Thomson has surveyed the market place, both at the vendor level and at the client level, andwe keep coming back to RBRO. Not only is the support level, client care and attention to detail through the troubleshooting process top notch, but the overall TLC is tremendous!"
DAVID JORDAN, MANAGER OF APPLICATIONS, MILLER THOMPSON
Easy Import
End-users can quickly import documents and folders into iManage Work directly from the Microsoft Windows file system
- 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.
Testimonials
"We have had a fully licensed copy of the EasyImport tool for only a few days. It has proven to be a proverbial 'game changer' for our importing needs. It is easy to use and does the job as
advertised well."
BUDDY GRIFFIN, DMS ENGINEER, TOP 10 AM LAW 100 FIRM
"RBRO Solutions is one of our most trusted partners with a proven ability to successfully engage at all levels. For over a decade they have consistently contributed innovative solutions and delivered world-class consulting services to our clients."
NEIL ARAUJO, CEO, IMANAGE
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