Case Study

“TwoPir Consulting always provided us the best solution for each and every requirement. They always impress us with their results. We are very happy to work with them. For Imanage requirement they helped us to set up it easily and in effective time.

– Louise, Operations Executive – Law Firm

 

Complete Implementation and Integration of Imanage with salesforce.

Setup Imanage with salesforce

Apex development to support creation of client, matter and workspace

Authorization using configurable setting.

Apex development to perform mapping between Imanage & Salesforce fields

Visualforce for easy access and view of Imanage workspace against matter.

Imanage workspace against matter.

Challenges:-

 

  • The client intends to establish a folder structure based on matter type and import files and documents for each case through Salesforce into the respective folder.
  • They also seek to set up an email and document management platform for a law firm, enabling quick searching and management of important documents and emails, as well as accessing all work files and official documents outside the office.

Solutions:-

 

  • iManage, the leading document and email management system for modern professionals, offers numerous enhancements and smart features to boost user productivity.
  • We have integrated iManage with the Salesforce platform, creating automation in Salesforce that automatically generates a client, matter, and workspace related to the matter when the “Create iManage Folder” option is selected.
  • In the workspace, iManage and Salesforce fields are mapped, including Client ID, Matter ID, and Matter type code.
  • This integration allows clients to create separate folders and add their files through Salesforce, which are then stored on iManage. Files can be easily accessed from anywhere, ensuring no issues with misplacing important data and enabling access to all work files and official documents outside the office.

Result:-

 

  • iManage is successfully integrated with Salesforce.
  • Clients can upload documents from Salesforce and access them anytime, from anywhere.
  • All official documents and work files are securely stored in the cloud.
  • The integration enables fast and reliable search and retrieval of all documents and emails.