MacroAgility Systems Inc

How iManage Integrates with Legal Project Management Tools

Date: | Author: Daniel Booter

Why Document Management and Project Management Don’t Naturally Talk to Each Other iManage Work manages your documents and emails. Legal project management (LPM) platforms manage matter budgets, tasks, and timelines. Used separately, the two systems duplicate work: a matter gets set up in iManage, then set up again in the LPM tool, and from then …

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MacroAgility Systems Inc

iManage Collaboration Links: Secure External Document Sharing

Date: | Author: Daniel Booter

What Collaboration Links Are Collaboration Links let you share an iManage document with someone outside your firm — opposing counsel, a client, a co-counsel firm — without emailing an attachment. Instead of sending a copy of the file, you send a secure link that points back to the live document in iManage, under permissions you …

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MacroAgility Systems Inc

iManage Trash: How to Recover or Permanently Delete Documents

Date: | Author: Daniel Booter

How Trash Works in iManage Work When a document or folder is deleted in iManage Work, it isn’t immediately gone. It moves to Trash, where it stays recoverable for a retention period your firm’s administrator sets (commonly 30 days, though this varies by firm). Only after that window closes — or if an admin empties …

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MacroAgility Systems Inc

How to Version Up a Document in iManage Work

Date: | Author: Daniel Booter

What “Versioning Up” Means in iManage In iManage Work, every document keeps a full history of its versions. When you make a change and want it recorded as an official new version — rather than just an autosave of your working copy — you “version up” the document. This gives the document a new version …

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iManage Training for Law Firms Explained

Date: | Author: Daniel Booter

Will My Law Firm Get Training When We Switch to iManage? Law firms considering a move to iManage frequently ask the same question: what happens to our people during the transition? The concern is understandable. Lawyers, legal assistants, and staff depend on reliable document management every day, and a poorly executed change can disrupt productivity, …

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Is Document Management Software Worth the Investment for My Law Firm?

Date: | Author: Daniel Booter

If you’re running a law firm, whether a boutique practice or a mid-sized commercial firm, you’ve likely wrestled with this question at some point. Attorneys and IT managers alike often wonder whether investing in a dedicated Document Management System (DMS) like iManage is truly justified, or whether shared drives and email folders are “good enough.” …

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MacroAgility Live from London: ConnectLive 2026

Date: | Author: Daniel Booter

MacroAgility Is Joining ConnectLive London 2026  MacroAgility is excited to announce that we will be attending ConnectLive London 2026, taking place June 9 to 10 at Convene, 133 Houndsditch in London. ConnectLive brings together the iManage community for two focused days of product insight, innovation, collaboration, and practical conversations around the future of knowledge work. …

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

Date: | Author: Daniel Booter

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 Register Now for MacroAgility’s Technical Workshop Series Multi Sign up: Click Here       Upcoming Technical Workshops: 1. iReports Workshop: May 13, 11:00 AM …

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Sign up for our 2026 Webinar Series now!

Date: | Author: Daniel Booter

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.  All webinars are virtual and free to attend. Recordings will be available after each session. Duration: 30 to 60 minutes Upcoming Webinars: 1. iReports Webinar: March 25th, 11:00 AM ET (Limited Capacity. Advanced Registration …

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Introducing PowerDesk. The New Standard for Document, Folder, and Workspace Control in iManage Work

Date: | Author: Daniel Booter

Introducing PowerDesk. The New Standard for Document, Folder, and Workspace Control in iManage Work Watch Now     Legal operations teams have been demanding a faster and more controlled way to manage large scale document, folder, and workspace actions inside iManage. Traditional admin bottlenecks slow down litigation teams, knowledge managers, and records departments. Critical cleanup tasks …

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