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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iReports: iManage Cloud Backup and Business Continuity — featured graphic

iReports: iManage Cloud Backup and Business Continuity

Date: | Author: Daniel Booter

Launching December 2026, is the next generation of iReports, giving law firms greater visibility into their iManage Cloud environment while helping their teams continue working during a cloud service interruption. Law firms and corporate legal departments depend on iManage Cloud to access, manage, and protect the documents that support their daily work. When that environment …

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iManage Cloud vs. On-Premises comparison — featured graphic

iManage Cloud vs. On-Premises: Which Should You Choose?

Date: | Author: Daniel Booter

iManage Cloud vs. On-Premises: Which Should Your Firm Choose? Choosing between iManage Cloud and an on-premises iManage deployment is not simply an infrastructure decision. It affects your firm’s security posture, operating costs, business continuity, IT workload, access to new functionality, and ability to scale. Both deployment models can support secure document and email management. However, …

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 WorkSite Communication Server 9.0 performance

How is WorkSite Communication Server 9.x improved?

Date: | Author: admin

Performance, performance and performance.
9.x have a true load balancing. The biggest issue with 8.5 load balancing is that it distributes firm users evenly to the WCS cluster base servers. What this means is that, if the firm had 900 users and 3 WCS servers in the cluster, it would distribute 300 users to each server in the cluster.

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How does Hybrid Security work ?

How does Hybrid Security work in WorkSite 9.x?

Date: | Author: admin

In my post, “7 Reasons to Upgrade to WorkSite 9.x”, pertinent information regarding the Hybrid Security option was inadvertently omitted. In this post, I will elaborate on Hybrid Security. In addition, You should review the comment made by Sandy Milne on my post, “7 Reasons to Upgrade to WorkSite 9.x”, for further clarification on Hybrid Security

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legal document management

Why you need a document management system for your law firm?

Date: | Author: admin

What is a Document Management System (DMS)? 
A document management system is a software that is implemented by the law firms to help manage, organize, store, and track electronic documents.
Why is it important to have a Document Management System (DMS) in place? 

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