2026–2027 Technical Workshop Series: iManage Tools, Migration, Security, Reporting, and Automation

Sign up for our 2026 Webinar Series now!

If you’re unable to join us live, no worries! Simply sign up for the webinar, and we’ll be happy to send you a recording of the session afterward. 

  • Wednesdays at 11:00 AM EST
  • Duration: 30 to 60 minutes

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Upcoming Technical Workshops:

1. iReports Workshop: May 13, 11:00 AM ET

iReports helps firms turn iManage data into clear, usable reporting without relying on manual processes or custom SQL work.

This workshop will show how teams can use iReports to improve visibility, support audits, simplify operational reporting, and access the information they need faster across their iManage environment.

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2. PowerDesk Workshop: June 10 , 11:00 AM ET

Routine iManage workspace and folder updates often create delays when every change has to go through IT. PowerDesk helps firms safely delegate controlled administrative tasks to trusted users.

This session will cover how PowerDesk supports bulk updates, workspace cleanup, folder management, and matter standardization while maintaining governance and control.

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3. Workspace Generator Workshop: July 15, 11:00 AM ET

Manual workspace creation can lead to inconsistent structures, missing folders, and unnecessary administrative work.

Workspace Generator automates the creation of iManage workspaces using firm-approved templates and trusted source data, helping firms create accurate, consistent workspaces from the start.

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4. Bulk Security Update Workshop: August 19, 11:00 AM ET

Security changes across large iManage environments can be difficult to manage manually, especially when firms need accuracy, control, and auditability.

This workshop will show how Bulk Security Update helps firms apply security changes at scale, reduce manual effort, and maintain stronger governance across matters, workspaces, folders, and documents.

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5. Build Profile Update Workshop: September 23, 11:00 AM ET

Keeping profile information accurate across iManage can become time consuming when updates need to be handled across large volumes of content.

Build Profile Update helps firms streamline profile corrections, metadata updates, and administrative cleanup so teams can maintain cleaner, more reliable iManage environments.

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6. Import Master Workshop: October 14, 11:00 AM ET

Large document imports into iManage can create risk when handled manually, including metadata issues, inconsistent structures, and avoidable errors.

Import Master helps firms move content into iManage more efficiently while preserving structure, metadata, and control throughout the import process.

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7. Export Master Workshop: November 18, 11:00 AM ET

Exporting large volumes of iManage content manually can be slow, inconsistent, and difficult to validate.

Export Master helps firms manage structured exports with greater control, preserving key information while reducing manual work and improving reliability.

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8. Directory Sync Workshop: December 16, 11:00 AM ET

User, group, and directory data changes can create administrative complexity when systems are not properly synchronized.

Directory Sync helps firms keep identity and directory information aligned across systems, reducing manual updates and supporting cleaner iManage administration.

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9. FileShare & SharePoint Migration to cloudimanage.com Workshop: January 13, 2027, 11:00 AM ET

Migrating content from FileShare and SharePoint into cloudimanage.com requires careful planning, validation, and execution.

This workshop will cover how MacroAgility helps firms move documents securely while preserving structure, metadata, and accessibility throughout the migration process.

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10. Uplift Migration Workshop: February 10, 2027, 11:00 AM ET

Moving from an on-premises iManage environment to iManage Cloud can be complex, especially when firms need to reduce downtime and protect data integrity.

Uplift Migration helps firms manage cloud transitions with automation, visibility, validation, and greater control throughout the migration process.

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11. Archive Solution Workshop: March 10, 2027, 11:00 AM ET

Inactive matters and older content can create clutter in active iManage environments, but firms still need access, control, and compliance.

Archive Solution helps firms move inactive content into a structured archive process while maintaining visibility, reducing clutter, and supporting long-term information governance.

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