Seamless iManage cloud migration for large legal environments

“We had done several iManage migrations before using another toolset, and every time we ran into issues that required a lot of manual work and post-migration cleanup. With MacroAgility, the experience was completely different. The migration worked as expected, the tools accounted for every document, and we didn’t have users coming to us saying files were missing or things weren’t working. The support was also outstanding. The experience gave me complete confidence that we can continue doing these migrations successfully moving forward.”

Julio Ortiz
Project Team Lead
Runwell Solutions

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Executive Summary:

Runwell Solutions, a managed service provider supporting professional services firms, needed to migrate a law firm client from an on-premises iManage environment to iManage Cloud. Previous migrations conducted with other tools had created operational challenges, including broken search folders, missing documents, and extensive manual remediation after migration.

To ensure a more reliable and efficient process, Runwell partnered with MacroAgility and implemented Uplift Migration and SyncTools. The tools enabled the migration of tens of thousands of workspaces and millions of documents while maintaining full data integrity and dramatically reducing post-migration cleanup.

Background & Introduction:

Runwell Solutions, Inc. is a Pennsylvania-based managed IT and cybersecurity provider serving small to mid-sized organizations across southeastern Pennsylvania. The company delivers end-to-end IT services, including infrastructure management, cloud adoption, and specialized solutions for legal technology environments.

A growing portion of Runwell’s work involves supporting law firms that rely on the iManage document management platform. As more legal organizations transition from on-premises infrastructure to iManage Cloud, Runwell regularly manages complex migration projects involving tens of thousands of workspaces and millions of documents.

These migrations must be executed carefully to maintain document integrity and minimize disruption to legal professionals who rely on constant access to their files.

“When you’re migrating thousands of matters and millions of documents, everything has to work together. If something doesn’t migrate correctly, the client immediately thinks the migration is failing.”
– Julio Ortiz

About the Project:

Uplift Migration; Enabled Runwell to migrate tens of thousands of workspaces and millions of documents from on-premises iManage to iManage Cloud with reliable document accounting and minimal disruption
SyncTools; Provided rapid bulk updates to workspace permissions and configuration changes, allowing the team to resolve operational issues across large environments within hours
Uplift Migration and SyncTools combined; Delivered a controlled migration workflow with powerful visibility into errors and remediation steps, significantly reducing manual troubleshooting and post-migration cleanup

Challenges:

Uplift: Migration of approximately 40,000–50,000 workspaces and millions of documents from on-premises iManage to iManage Cloud
Uplift: Tight weekend cutover windows requiring staging and execution within limited timeframes
Uplift: Prior migration tools required heavy manual SQL troubleshooting and configuration fixes
Uplift: Previous tools migrated only 85–90% of documents successfully, leaving gaps that required manual recovery

“The toolset we used before required a lot of manual hands-on work, SQL queries, and troubleshooting. Even when migrations completed, we would spend a lot of time in the post-migration period fixing things that didn’t come over correctly.”
– Julio Ortiz

SyncTools: Need to quickly update permissions across large workspace environments
SyncTools: Limited native tools for performing bulk permission modifications
SyncTools: Urgent operational issue requiring immediate remediation
SyncTools: Delayed response from native vendor support while the issue required rapid resolution

Problem Statement:

Runwell Solutions required a reliable and scalable approach to migrate large legal document environments from on-premises iManage systems to iManage Cloud. Previous migration tools had introduced operational risk through incomplete migrations, broken search folders, and missing document visibility.

These issues not only consumed engineering time but also created uncertainty for clients who expected a seamless transition to the cloud. Runwell needed a migration solution that could reliably move large volumes of documents while minimizing post-migration remediation.

Solution Implementation:

Runwell selected MacroAgility’s Uplift Migration platform after evaluating alternative solutions. Uplift provided a structured migration framework that allowed Runwell to stage documents, execute the migration, and verify the results with clear error tracking and reporting.

The platform enabled engineers to monitor the migration progress and quickly identify any issues requiring attention. Uplift’s reporting capabilities allowed Runwell to confirm that all documents had been accounted for during the migration.

During a subsequent engagement, Runwell also implemented SyncTools to address a permissions configuration issue that surfaced during another project. SyncTools allowed the team to apply workspace permission updates quickly across the environment and resolve the issue within a single day.

“When I told my CEO that MacroAgility had a tool that could solve the permissions issue, we ran a quick test and it worked perfectly. By the end of the next day we had resolved the problem. His reaction was basically, ‘Oh my God, thank God for MacroAgility. We are never working with another vendor again for this stuff.”
– Julio Ortiz

Results & Improvements:

Successfully migrated tens of thousands of workspaces and millions of documents
Reduced post-migration remediation dramatically compared to previous tools
Saved an estimated 40–50 hours of engineering time during post-migration cleanup
Eliminated common migration problems such as broken search folders and missing document visibility
Enabled rapid workspace permission updates using SyncTools
Improved Runwell’s confidence in performing future migrations internally rather than outsourcing

“One of the biggest improvements was that we didn’t have to go back and fix things like broken search folders or missing documents. Uplift accounts for every document and shows you exactly where errors occurred, which made the whole process much easier.”
– Julio Ortiz

Conclusion

By implementing Uplift Migration and SyncTools, Runwell Solutions transformed a historically complex migration process into a reliable and repeatable workflow.

The tools provided the transparency, automation, and support needed to migrate large legal document environments while minimizing operational disruption. Just as importantly, the engagement restored confidence in Runwell’s ability to execute future iManage migrations successfully.

“The process and experience gave me a full confidence boost that we can absolutely do these migrations again. I’m not worried about doing them anymore. The experience was so good, the tool is so good, and the support is so good that it completely changed my confidence level going into future migrations.”
– Julio Ortiz