in progress
Timeline
This feature is targeted for April 2026.
Feature Overview
This feature enables clients to import and export workspaces between iManage and Local File Storage, commonly used when partners leave or join the firm and take clients with them.
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Supports triggering via iManage workspace IDs or by providing a search query using workspace/custom field values.
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Designed to simplify the movement of matters across systems during personnel changes.
Key Objective
Provide clients with a streamlined and automated method to transfer matters between iManage and local file storage, ensuring smooth transitions when partners join or leave the firm.
Core Benefits
✅ Automate Imports/Exports
Removes manual effort by automating the movement of matters during partner transitions.
✅ Ensure Continuity
Facilitates seamless client matter transfers, reducing disruption to business operations.
✅ Increase Efficiency
Speeds up the process of workspace migration, saving time and reducing administrative overhead.