What if opening a new matter could automatically create the iManage workspace, Microsoft Teams, SharePoint Extranet, sync jobs, permissions, and governance controls in one coordinated process?
This webinar will show how imDocShare Provisioning + Sync can turn matter onboarding into a connected collaboration experience for attorneys, clients, and IT.
Attendees will see how firms can:
- Create a Microsoft Team at matter opening and synchronize it with iManage, giving attorneys one familiar place to collaborate while iManage remains the governed DMS
- Synchronize iManage content with Teams, SharePoint, and OneDrive, including large-scale (up to 100 TB) movement of content from Network Shares into iManage
- Automatically provision a SharePoint Extranet for secure client collaboration and selectively expose iManage documents without creating uncontrolled copies
- Enable bi-directional sync so attorneys and clients can collaborate on one governed document set, simplifying review cycles and centralized redline management
- Apply expiration controls to shared documents so access can be restricted or removed automatically
- Automatically archive the Extranet and collaboration workspace when a matter closes
- Track and report on client interactions, link clicks, document access, and Extranet usage for better governance, compliance, and auditability
- Maintain synchronization even as matters evolve, content moves, folders change, or collaboration structures are updated
Why Attend?
Law firms often run iManage, Teams, SharePoint, and client collaboration as separate experiences. That creates duplicated content, manual provisioning, inconsistent permissions, and unnecessary risk.
This session will demonstrate how to bring them together into one governed matter lifecycle, from matter opening through collaboration, client sharing, migration, monitoring, and eventual archive.
Key Takeaways:
- One matter onboarding process can provision iManage, Teams, and a secure SharePoint Extranet together
- Teams becomes the collaboration layer attorneys use every day, while iManage remains the governed content system
- SharePoint Extranets provide controlled external access to selected iManage content with sync, expiration, and reporting
- Network Share migrations to iManage can be automated at scale
- Governance, security, compliance, and auditability can be enforced throughout the full matter lifecycle
Speaker:
Ragav Jagannathan, President & CEO, KLoBot Inc. & KL Software Technologies Inc.
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