– 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.
The client wants to set up folder structure based on Matter type and also import files and documents for each case through Salesforce in that folder.
Client want to set up email and document management platform for Law firm.
Searching and Managing important documents and emails quickly.
Accessing all work files and official documents outside the office.
iManage is the leading document and email management system for today’s modern professional, with dozens of new enhancements and smart features to make users more productive. We have integrated iManage with Salesforce platform, we created an automation in salesforce which will automatically create client, matter and workspace related to matter when “Create Imanage Folder” is checked. In workspace Imanage and Salesforce fields are mapped i.e. Client Id, Matter Id and Matter type code. So in workspace client can create separate folders and add their files through salesforce which will be stored on Imanage, files can be easily accessed by the client from anywhere, so he will not face any issue of misplacing important data and also can access all work files and official documents outside the office.
Imanage is integrated with salesforce.
Client can upload documents from Salesforce and can access those documents anytime from anywhere.
All official documents and work files are safe on cloud.
Enables fast and reliable search and retrieval of all documents and emails.