Financial Industry

iManage Financial DMS

Financial Industry

Financial firms are especially document-rich environments. Traditionally, the processing of this seemingly unending stream of paper resulted in a significant burden on a firm’s payroll.

iManage developed their work and share email and document management system specifically for organization and fast, accurate document and data processing. In the context of financial firm usage, the system directs data flow, automates calculations, and facilitates collaborative efforts and sharing.

Financial Industry

Best Features

If the barometer of a firm’s competitive potential is its productivity, iManage Work 10 and Share collectively represent the most relevant business software innovation available.

iManage DMS implementation makes manual processing historic. Its smart features streamline collaborative efforts and email communications. And the paperless nature of the system improves bottom-line performance and helps a firm achieve a greener footprint.

The Benefits

Improved productivity
  • A single integrated view combining email documents and workspaces provides employees with a standardized, comfortable h ome base that is intuitive to work with.
  • Automation of manual processes harvests countless wasted work hours.
  • AI-driven engine smart search develops in concert with your firm’s work habits, patterns, and processes, learning along the way. Work 10’s comprehensive artificial intelligence-driven search feature scans masses of documents for complex criteria-related results, making locate-and-collate tasks quick and easy.
Streamlined migration to paperless operation
  • Going paperless is an organizational best-case, and an eco-friendly gesture that saves money and appeals strongly to many contemporary clients. iManage makes it a seamless and natural evolution.
Reimagined security
  • Tell your clients they can rest easy. Their critical and confidential data—and your own—are secured according to pre-set regulation and policy criteria.
Enhanced communication
  • Communicate and collaborate with clients and coworkers easily and securely. The responsive design and instant cross-platform accessibility of Work 10 and Share gives you the ability to communicate from any device, and from anywhere.
iManage Commitment

Our Commitment

MacroAgility is a leading iManage partner, and an expert in financial IT consulting and DMS solutions development, implementation, and support.

MacroAgility consultants have extensive experience unlocking the potential in the iManage Email and Document Management System for individual firms. Our firm knows how to integrate iManage Work 10 and Share into the operational style of any financial workplace, tailoring the system to the client’s needs and liberating countless work hours lost to inefficiency.

MacroAgility stands out as a top iManage partner because we are committed to providing the highest quality IT solutions and support at very cost-effective rates. We work closely and carefully with all clients, regardless of size, delivering world-class results, and supporting our products post-delivery.

iManage Work and Share AI Document Management System applications represent an investment with a high productivity ROI for financial firms

Trusted By Many Professionals

Over 1 million professionals worldwide depend on the iManage Document Management System every day to efficiently process their legal documents and emails, and collaborate more fluidly. MacroAgility Systems has been a trusted advisor for many of these firms who have learned a new definition of efficiency using iManage DMS platform.

FMJ Testimonial

“I recently had the opportunity to work with MacroAgility on a critical project, migrating our on-prem iManage Filesite to the Cloud iManage. Throughout the project, MacroAgility consistently demonstrated a thorough and well-thought-out plan of attack for the migration. Their frequent communication regarding the process made us feel like we were a part of the process every step of the way. MacroAgility truly felt like a partner committed to the process and how it worked for our company individually. They ran efficient meetings to talk about progress and next steps while also being mindful of not wasting too much time. What I particularly liked about their approach was that everyone I worked with had a keen understanding of what they were dealing with. Any potential hiccups were acknowledged and resolved in a very timely manner. In summary, the experience was wonderful. The customer service was top-notch, the migration was well thought out and planned with great attention to detail. At our firm this project has been considered by many to be the smoothest software transition/migration they've experienced. I would absolutely recommend MacroAgility.”

Dan Ruzicka
IT & Facilities Manager / FMJ

Testimonial 9

“We first experienced MacroAgility's immediate help when we needed help with our DMS communication server after we migrated Microsoft Exchange to the cloud. A few months later, MacroAgility implemented iManage Share with our existing iManage Work DMS system. MacroAgitliy worked according to our schedule and completed the project in a timely fashion. We appreciate their assistance with our DMS technology needs, and we would recommend Macroagility to other firms.”

Steve Baer
Application Specialist at Pallet Valo LLP

Testimonial 8

“Due to ransomware attack, we took a paradigm shift to exchange and outlook online in the cloud. We thus faced the challenge of migrating the on-prem iManage to the cloud bearing in mind our unique environment. MacroAgility rose up to the occasion rendering prompt, efficient and exceptional services that saw to the successful and satisfactory restoration of services to a level much appreciated by the GN. We hope to be able to work with them on future initiatives.”

Roy Egbuna
Manager Informatics Projects at Government of Nunavut

Testimonial 7

"iManage was the right step to take for the Firm. Lawyers appreciate iManage functionalities and capabilities. iManage became even more important in the pandemic situation as it is hard to imagine managing legal cases not having iManage document management system in place. Working with the MacroAgility implementation team was an utmost professional and pleasurable experience. The MacroAgility systems team members, no doubt, are specialists at managing and organizing projects with delivering exceptional customer service. The Lawyers and Staff members were happy with the training provided by MacroAgility and found group and individual training sessions very educational and helpful. We will be looking to work with them again in the near future."

Lia Lomtadze-Dedina
Director of Business Operations at Filion Wakely LLP

Testimonial 5

"We were struggling with iManage integration with Gmail. MacroAgility were professional and patient and managed to resolve our issues and integrate our system. Super friendly, very professional and extremely competent"

Colin Short
Chief Information Officer at Adams&Adams

Testimonial 6

" We did not have the know-how to deploy iManage Work in-house. MacroAgility deployed a hosted instance of iManage Work for us. MacroAgility also provided training to our developer on the iManage SDK. Additionally, MacroAgiloity supported our deployment and answered our development questions. The deployment has gone well for several years. Macroagility is an iManage Work expert. It is a pleasure to work with them. They are very knowledgeable, use time productively and are very good communicators. We were fortunate to work with MacroAgility and recommend them heartily. "

Maureen Blando, PMP
President and COO at Mobile Helix

Testimonial 4

"Our technology services group excels in operational excellence and providing innovative solutions to our clients. MacroAgility was hired to work on a transformation project involving migration of our current DMS to iManage platform. MacroAgility’s expertise related to iManage experience, knowledge around various technical components and focus on client experience helped us tremendously."

Amit Bhagi
Director Enterprise Architecture at Borden Ladner Gervais (BLG)

Testimonial 2

"MacroAgility is proactive and tireless contributor who has in depth knowledge of WorkSite document management system and other iManage products. MacroAgility soft skills and a unique capacity for empathy has allowed them to motivate a team to care about its project. MacroAgility is always a go-to company for any WorkSite and development issues resolution and has demonstrated tremendous problem-solving skills."

Kim MacKay, PMP
National IT Project Manager at Gowling Lafleur Henderson LLP

Testimonial 1

"MacroAgility provided extremely valuable technical skills on our iManage Document Management System (DMS) Email Management and Desksite firm-wide implementation and rollout. MacroAgility was a technical key success factor in this high impact rollout."

Lynda Chandika Neil, PMP, MoP, CSM
PMO Leader, Business Driven Delivery at McMillan LLP

Awards and Certifications


System Engineer

iManage Certified System



iManage Work 10.X
upgrade Certificate



iManage Application
Essential Certification



iManage Hosted work
fundamentals and admin



iManage Technology


Threat Manager and Security

Threat Manager and Security Policy
Manager Certification

iManage Work 10 uses an AI-driven engine to sort, send, file, store, archive, collaborate, and secure files and emails

It has been developed and updated to include a suite of smart features that learn the work habits and patterns of each employee and department in your firm, evolving to anticipate your day-to-day operational needs, and ensuring continuing relevance as your firm grows.

graphics macroagilityinc

Other Industries We Serve

Legal Industry

The iManage Document Management System is an extraordinary relevant efficiency product for today’s law firm. The organizational potential of iManage’s artificial intelligence-driven Work 10 application allows lawyers to centralize documents, collaborate efficiently, secure confidential and essential files, and access project work from any device, at any time, from wherever they happen to be.

Other Industries

MacroAgility has extensive experience in serving many other industries to increase productivity and lower cost. We can implement, customize and tailor the iManage Email and Document Management System to your business’s need. Connect with us to learn how you can take advantage of this leading DMS.

Recent Articles and Blogs

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