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    iManage DMS Implementation

    The iManage DMS can be hosted through iManage Cloud or private cloud, or controlled entirely via on-premises servers. Each option has its advantages.

    Using iManage’s Cloud service for your installation, you receive the full benefits of cloud service—extraordinary reliability, flexibility and security—while private Cloud use comes with the added feature of hybrid data distribution on both Cloud and company servers. For firms requiring full control of system architecture, on-premises use is indicated.

    Which service method is right for your firm? MacroAgility can help you decide which will work best for your firm’s IT structure and future business productivity goals.

    iManage DMS Implementation
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    Benefits of Implementation

    iManage Cloud is the most appealing choice for many firms.

    Working through iManage’s diversified server system, firms receive fully integrated document and email management functionality, secure file collaboration, and knowledge management and information governance, all in one easily-negotiated space.

    iManage’s Cloud service also allows you to employ global availability to monitor deployment and operations from anywhere in the world using a single interface. And employing multiple delivery lets you segregate your data into Cloud and on-premises usage and storage, keeping your most essential and proliferated files right where you want them.

    Benefits of iManage Implementation

    iManage Private Cloud service offers improved scalability, increased flexibility, additional data security, and decreased IT operations cost while sustaining the Cloud benefit profile.

    Private Cloud service is also flexible in this way: it is open to multiple delivery methods, enabling firms to create a hybrid delivery structure, and distribute their data according to their individual usage and security needs.

    iManage Private Cloud

    The natural choice for firms seeking a cost-effective solution and internet independence, on-premises use of this artificial intelligence-enabled document management system provides you with lightning fast data access and in-house critical data protection.

    On-premises delivery of iManage DMS also allows in-house control of system architecture and backup options, and direct security oversight. It also gives firms internet independence, providing uninterrupted project workflow despite contingencies.

    Benefits of iManage on Premise

    Implementation Roadmap

    MacroAgility’s first phase of a client contract involves a full analysis of a firm’s IT structure, operational parameters, and productivity goals in order to recommend an iManage DMS delivery method.
    We then develop a solution, working in tandem with your team. Deployment is conducted by working closely with your IT staff and considering all preliminary feedback to refine as we progress. We work with your IT and management structure to access your existing data repositories and migrate them from legacy to iManage with minimal disruption.
    The last phase of MacroAgility implementation is a final system review and refinement, and the completion and submission to you of all system documentation for transfer of knowledge.
    iManage on Cloud

    Our Commitment

    MacroAgility is a results-driven firm. Our team members pride themselves on their innovations, creative flexibility, and client dedication, and their ability to inventively resolve project contingencies during implementation, testing, and launch.

    Our firm has years of experience and accumulated technical expertise as an iManage DMS partner, and we’ve implemented the iManage Work Product Management System with absolute success for law firms, corporate legal firms, and financial firms of all sizes. MacroAgility solutions acutely reconcile cost-effectiveness and full service, and we operate according to a strict privacy policy.

    Consult with one of our team members to discover how we can guide your firm in the implementation of iManage’s Document Management System, and allow your firm to efficiently store, retrieve, share and archive more quickly and fluidly, for a dramatically improved productivity profile.

    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

    MacroAgility’s service method consultants can advise you on which transition methodology will provide your firm with the most acute utilizations of iManage DMS productivity enhancements.

    Services We Provide

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    On cloud, private cloud or on premises, for diversified, in-house server or hybrid service options

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    Custom Development

    MacroAgility customizes, delivers and evaluates based on the unique requirements of your firm by integrating other systems using SDK

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    Fully integrate your iManage Email and Document Management System usage with Gmail, Lotus Notes and other popular business applications and platforms

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    Full support services for iManage implementation, optimization and continuing relevance to your firm



    Staff training options for baseline comprehension and firm-wide confidence in using the iManage DMS system

    upgrade icon


    Upgrade to iManage Work latest version to improve productivity through a suite of artificial intelligence-driven smart features, and leverage higher security and mobility

    iManage Work Consultants icon


    Complete iManage Email and Document Management System productivity consulting for individual firms

    iManage Cloud icon

    Cloud Migration

    Seamlessly transition from on-premises DMS service to the iManage Cloud for better security oversight, access, scalability, and reliability

    Recent Articles and Blogs

    Stay up to date and informed about the latest technology in the industry with our latest Articles and Blogs.