iManage vs. LexWorkplace

iManage Overview

iManage, the company, has been around since 1998 and has a history of being acquired (and sold again). iManage started as an independent company. Over time, they were acquired by Interwoven, Autonomy, and then Hewlett-Packard. In 2015, iManage again became its own independent entity again. That is the (very) abbreviated version of the story, but that story isn’t why we’re here.

iManage’s main document management software is called iManage Work. (Though, many people casually refer to it as simply “iManage,” much in the same way people refer to Microsoft Office as “Microsoft.”)

iManage Work is a secure document management system that also has some artificial intelligence capabilities. It’s used in and trusted by multiple industries. It can be hosted on-site or it can be hosted on a private cloud. However, compared to other document management options, setting up iManage Work (on your own) requires a high level of technical knowledge and experience.

Documents are organized, stored, and managed through the use of projects. Each project created can hold emails, documents, folders, and the likes. So, as a law firm, you’d need to create a project folder for every matter. When iManage Work is running, projects appear on the left side of the screen. You choose the project you need so that you can get to your saved documents (including emails) and files.

iManage provides the option to setup document check-in and check-out (which is ideal for important files), integrates with document scanners, and also integrates with Microsoft Office.

Documents in iManage get indexed, which makes them searchable. You can also apply document tags, security settings (permissions), and profiles to both sort documents and ensure that only those associated with and working on a project may access the material. The system also provides you with document change alerts. You can even create metadata for your files (client information, the name of the author, matter information, etc.) to make it easier to find through the program’s search capabilities.

iManage works on Windows computers only.

About the Author: Dennis Dimka
Dennis Dimka is the CEO and founder of Uptime Legal Systems, North America's leading provider of technology, cloud and marketing services to law firms. Under Dennis’ leadership, Uptime Legal has grown organically and through acquisitions to become the nationally-recognized legal technology company it is today. Uptime Legal continues to innovate and disrupt the legal technology space, and has been named to the Inc. 5000 list of fastest-growing private for the past six consecutive years. Dennis was also an Ernst & Young Entrepreneur of the Year finalist.

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