iManage Workspace Designer

The Trinogy Workspace Designer for iManage™ is an advanced tool providing quick and easy workspace creation and management synchronised with a site’s in-house billing/practice management application (PMS) and enabling display of key matter/case information directly within iManage.

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Legal and Professional Service firms generally require immediate, automatic creation of a corresponding electronic file (any term can be used) when a case or matter (or other applicable term e.g. subject, project, issue) is created within their major line-of-business application. Workspace Designer monitors that business application (e.g. practice management system), automatically generating a iManage workspace when appropriate, and subsequently maintaining the workspace in synch with the lifecycle of the associated matter/case.

Trinogy’s Workspace Designer manages the ‘whole of life’ of the matter/case workspace, including: creation, changes to matter/case meta-data and security, closing of the matter/case and removing the matter/case from a lawyer’s My Matters list.

Workspace Designer includes a major time-saving feature enabling display, against the workspace, of customised site-defined summary information about the matter/case. Optional tabs include: workflow, time-recording, disbursement tracking, events, notes, reports and document generation, together with optional integration to tools such as HotDocs©, Exari©, IdealDocs© or MS Word. Sites can define and utilise their own customised tabs alongside the generic set provided within Workspace Designer.

Workspace Designer integrates with popular practice management applications including Aderant, Elite (3E and Enterprise), Lawsoft, OpenPractice, Inprotech and many others. Workspace Designer matter/case summary information fields - viewed when a user clicks on the workspace within iManage- are completely site-configurable and will adjust the displayed information by matter/case type. Individual users can only access information appropriate for their site-defined security settings.

Key Features

  • Record and track all matters/cases
  • Site defined rules for Workspace design
  • Integrates with all practice management systems
  • Leverages the power of iManage for the electronic matter/case file
  • Displays matter/case information direct within iManage.