iManage Vs. LegalWorks – A Document Management System Comparison
Proper management of law firm and client documents is the lifeblood of a law firm. There’s just no getting around the fact that you must find what you need when you need it. If you can’t, it does more than create a potential host of issues with a case. It can also cause an ethics complaint to get filed against your law firm. Selecting the right Document Management software for your firm is just as important, so in this article we’ll explore iManage vs. LegalWorks.
Of course, technology provides law firms with several options to streamline document management. A great legal document management system helps you do more than find documents when you need them (although that is one of the most important features!) It also allows you and your staff to access necessary documents from anywhere. This can mean no more running back to the office to grab an important document you forgot.
With a good document management system you can access your files from any location as long as you have an Internet connection. Document management software can also help you transform your office to paperless, or to a “paper lite” law office. You’ll need less physical storage and better data security.
Here at Uptime Legal, we spend a lot of time talking with lawyers about their technology needs. We work every day to help law firms become more efficient. And, as you probably know, that’s exactly what the right document management option can help with. We also know it can be both time consuming and overwhelming for law firms to weigh their options.
That’s why we provide reviews and comparisons. We want to give you an easy way to look at the different features provided by some of the top options so that you can make an informed choice in less time.
iManage, the company, has been around since 1998 and has a history of being acquired (and sold again). iManage started as an independent company. Over time, they were acquired by Interwoven, Autonomy, and then Hewlett-Packard. In 2015, iManage again became its own independent entity again. That is the (very) abbreviated version of the story, but that story isn’t why we’re here.
iManage’s main document management software is called iManage Work. (Though, many people casually refer to it as simply “iManage,” much in the same way people refer to Microsoft Office as “Microsoft.”)
iManage Work is a secure document management system that also has some artificial intelligence capabilities. It’s used in and trusted by multiple industries. It can be hosted on-site or it can be hosted on a private cloud. However, compared to other document management options, setting up iManage Work (on your own) requires a high level of technical knowledge and experience.
Documents are organized, stored, and managed through the use of projects. Each project created can hold emails, documents, folders, and the likes. So, as a law firm, you’d need to create a project folder for every matter. When iManage Work is running, projects appear on the left side of the screen. You choose the project you need so that you can get to your saved documents (including emails) and files.
iManage provides the option to setup document check-in and check-out (which is ideal for important files), integrates with document scanners, and also integrates with Microsoft Office.
Documents in iManage get indexed, which makes them searchable. You can also apply document tags, security settings (permissions), and profiles to both sort documents and ensure that only those associated with and working on a project may access the material. The system also provides you with document change alerts. You can even create metadata for your files (client information, the name of the author, matter information, etc.) to make it easier to find through the program’s search capabilities.