From Constant Platform-Switching to One-Click Document Access — Salesforce + iManage for Legal Teams
A US law firm's attorneys were leaving Salesforce entirely just to open a case file stored in iManage — every attorney tracked documents differently, contracts were cross-referenced by hand across two systems, and filing a signed agreement meant a multi-step process outside the CRM. We embedded iManage workspaces, folders, documents, and emails directly inside Salesforce: one-click record-to-workspace mapping, drag-and-drop upload, and full Salesforce security compliance — cutting document retrieval time by 85% and saving each attorney roughly six hours a week.
eliminated
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on AppExchange
Six Workflow Problems That Cost Attorneys Hours — and Six Fixes That Gave Them Back
Five Phases From Two Platforms to One Workspace
Mapped Every Touchpoint Between iManage and Salesforce
We audited how attorneys, paralegals, and business development teams moved documents between iManage and Salesforce. We documented six recurring friction points before writing a single line of configuration.
Connected iManage to Salesforce via AppExchange
We installed and configured the iManage–Salesforce integration through the Salesforce AppExchange. We validated the connection against the firm's existing security and compliance policies.
Mapped Every Record Type to an iManage Workspace
We built one-click mapping rules linking Salesforce matters, contracts, and accounts to their corresponding iManage workspaces and folders. Attorneys could open the right folder from inside any record.
Replaced Manual Filing With Drag-and-Drop Upload
We configured drag-and-drop and quick-dialog upload paths so documents saved straight into iManage without leaving Salesforce. This removed the multi-step export-and-refile process entirely.
Rolled Out Across Legal and Business Development Teams
We trained attorneys, paralegals, and business development staff on the unified workspace and monitored adoption through go-live. The firm moved to one AppExchange-certified platform within 8 weeks.
Our attorneys used to leave Salesforce just to open a folder. Now the entire case file is one click away, in the same screen they already work in.
— Twopir Project Lead · US Law Firm Client · 2024What Changed — In Numbers and in Practice
iManage and Salesforce now operate as a single workspace
Two disconnected platforms became one, accessed from inside Salesforce.
Faster document retrieval
Attorneys pull case files with one click instead of cross-referencing two systems.
Admin time saved per attorney
Time previously lost to manual filing and platform switching is back in casework.
Fewer misfiled or duplicate documents
Direct record-to-workspace mapping replaced manual filing entirely.
Salesforce security & compliance maintained
The integration meets every Salesforce requirement, with no exceptions made.
Legal and business development fully onboarded
Both teams moved onto the unified workspace in 8 weeks, not months.
Running a similar legal document workflow?
If your attorneys are still leaving Salesforce to find a document, we can show you exactly what's slowing them down — at no cost.
The Tools and Platforms Behind This Integration
Running a similar legal document workflow?
Get a free Salesforce + iManage integration audit. We'll map your current document workflow and hand back findings within 5 business days — no commitment required.
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Your Legal Team Deserves One Workspace — Not Two
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