Upgrade Services

iManage Upgrade

iManage Work 10 Upgrade

The iManage DMS Work 10 upgrade should be seriously considered by any law firm or financial firm using an older version of the application.

In developing this latest version of their popular work product management software, iManage concentrated on user accessibility, smart-feature functionality and—above all—productivity improvements.

AI-driven Smart Search makes for easy identification and routine document and email sorting, storage and collation. Smart Send and Smart Attachments features enhance collaborative potential, communication, and workflow processing.

Consult with MacroAgility to discover how an upgrade to iManage Work 10 will enhance your firm’s unique operations, and how it can increase productivity and bottom-line performance for all your individual use cases.

iManage Work 10 Upgrade
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Benefits of Upgrade

Changes to iManage Work in this latest version are substantive, broad-spectrum and user-friendly. Work 10 was designed to learn the operational rhythms of any office and accurately anticipate needs moving forward. It was designed to progress with your firm, in step with your firm.

Work 10 also enhances portability of use, allowing for cross-device manipulation from anywhere, at any time. It standardizes user experience staff-wide for baseline comprehension and cohesive, stress-free usage.

Stress reduction, seamless collaborations, accessibility and intuitive operation, and easier and more consistent communication. The benefits of a Work 10 upgrade represent a very sound ROI for any firm using an older iteration of this document and email management software, and a sound investment for new iManage clients.

Changes to iManage Work in this latest version

Upgrade Roadmap

An iManage Work 10 upgrade feature suite can easily be customized and manipulated to suit the very individual needs of any law firm, financial firm, or corporate legal firm.
MacroAgility begins with an assessment and roadmap for your upgrade. We then develop a blueprint design for transition to Work 10 with minimal disruption to your daily operations.

Our upgrade transition process:

  • We design and construct a parallel environment
  • We design and construct an indexer and view server
  • We test the schema upgrade and resolve any Unicode issues
  • We test the entire upgrade configuration: all settings and encryption, connectivity, and degree of user acceptance
  • We provide a clear and aggressive cutover deadline for the production servers upgrade.

Our upgrade transition process:

We follow up with staff training for confident baseline system use, and full documentation for knowledge transfer. And we offer all of our clients ongoing support services, to keep their new iManage Work 10 application optimized and oriented toward their firm as they continue to grow and evolve.

iManage Support

Our Commitment

MacroAgility is a top iManage partner because we believe in Work 10, and we believe in our ability to improve the productivity profile of any firm.

Our team’s rigorous knowledge of best practices bypasses common user acceptance testing problems, delays, mission creep and timeline protraction. We work closely with our clients to ensure an innovative and firm-specific solution with a high ROI.

MacroAgility is the one iManage partner to effectively reconcile reasonable system upgrade, implementation and integration cost with a personalized and results-driven service approach. We provide all clients considering an upgrade to Work 10—or other iManage DMS application—with a 100% satisfaction guarantee.

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 represents a profound evolutionary leap of the popular Work email and document management system application

iManage Work 10 has made huge improvements to ease-of-interface, accessibility, and productivity potential for law firms, financial firms, and corporate legal departments

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

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

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

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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

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