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iManage Work from iManage

iManage Work offers document and email management, with AI-driven insights, secure sharing, and advanced client collaboration tools. The platform ensures compliance and security while increases productivity.

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Product analysis by function

Document Management Systems for Operations and Finance

Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
More Document Management Systems More Operations and Finance ...

Security and Compliance
(10 Yes /10 Known /10 Possible features)

Document Storage and Organization
(9 Yes /9 Known /11 Possible features)

Collaboration and Workflow
(10 Yes /10 Known /10 Possible features)

Integration Capabilities
(6 Yes /6 Known /10 Possible features)

Audit and Reporting
(6 Yes /6 Known /10 Possible features)

User Experience and Accessibility
(9 Yes /9 Known /10 Possible features)

Document Lifecycle and Governance
(5 Yes /5 Known /10 Possible features)

Performance and Reliability
(4 Yes /4 Known /10 Possible features)

Cost and Licensing
(6 Yes /7 Known /10 Possible features)

Customer Support and Vendor Stability
(10 Yes /10 Known /10 Possible features)

Customization and Extensibility
(7 Yes /7 Known /10 Possible features)

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Data Encryption Files are encrypted at rest and during transmission.		iManage Work highlights file encryption at rest and in transit, supporting confidentiality and compliance.
Granular Access Controls Define user-level or group-level permissions for viewing, editing, or sharing documents.		Granular access controls and advanced permission settings are core to iManage Work's security/compliance proposition.
Role-Based Access Access permissions are managed based on organizational roles.		iManage supports role-based access management for organizational data security.
Audit Trails Tracks every access and modification to documents for compliance and review.		Audit trails are specifically called out in marketing and compliance documentation.
Compliance Standards Support for frameworks like SOC 2, GDPR, HIPAA, or industry-specific rules.		iManage touts compliance with standards like SOC2, GDPR, HIPAA.
Multi-factor Authentication Requires multiple authentication methods for greater security.		Multi-factor authentication is a documented part of iManage’s security suite.
Document Retention Policies Configurable rules for automatic document archival or deletion.		The platform advertises support for document retention policies and compliance-driven document lifecycle management.
Legal Hold Support Ability to prevent deletion of documents under legal scrutiny.		Legal hold support and processes are present for blocking deletion, as listed in compliance features.
Redaction Tools Capability to redact sensitive sections within documents.		Redaction tools are a known feature with iManage, highlighted for confidential information management.
IP Whitelisting/Blacklisting Restrict or allow access by IP address.		Documentation discusses IP whitelisting/blacklisting for enhanced security.

Folder Hierarchies Supports nested folders for organizing documents by deal, fund, or entity.		Supports hierarchies for organizing documents, including by project/client/entity.
Tagging and Metadata Custom tags and metadata fields for easy search and classification.		Custom tagging and metadata fields available for search and organization.
Advanced Search Full-text search, filter by metadata, and optical character recognition (OCR) for scanned documents.		Full-text search, advanced filters, and OCR are documented features.
Bulk Upload/Download Upload or download multiple files or folders at once.		Bulk upload/download is supported; referenced in user guides and product specs.
Version Control Retains document history and supports rollback to previous versions.		Comprehensive version control and rollback options featured in documentation.
Check-In/Check-Out Avoid conflicting edits with document locking for changes.		Check-in/check-out functionality is present to prevent edit conflicts.
Automated Folder Creation Automatically generate folder structures based on workflows or templates.		Automated folder creation available for workflow and client onboarding.
Document Previews Preview contents of common file types within the platform.		Users can preview documents in platform as advertised by iManage.
File Size Limit Maximum file size supported per upload.		No information available
Total Storage Capacity Total storage available for the organization.		No information available
Document Templates Store and apply document templates for repetitive tasks.		Document templates are available, as iManage markets use for repetitive docs.

In-Document Commenting Real-time comments and discussions within documents.		In-document commenting is available; supported by iManage Work and Share integrations.
Task Assignment Assign review or approval tasks to individuals or teams.		Task assignment and workflow tools are specifically called out in collaboration features.
Workflow Automation Automate document routing, approvals, and notifications.		Workflow automation is central to iManage Work.
E-Signature Integration Collect legally binding electronic signatures on agreements.		E-signature integration is referenced in partner integrations (e.g., DocuSign).
Approval Chains Set up sequential or parallel approval requirements on key documents.		Approval chains/sequential approvals are available for document review processes.
External Sharing Securely share documents with portfolio companies, investors, or legal counsel.		Secure external sharing for clients, third parties is an oft-advertised feature.
Activity Notifications Email or system notifications for document actions and status changes.		Email and in-system notifications for workflow changes are supported.
Watermarking Automatically watermark downloaded or shared files.		Watermarking of documents is included with secure sharing.
Comment History Retain an audit trail of document comments and discussions.		Audit trails for comments/conversations are supported.
Co-authoring Multiple users can edit documents simultaneously.		Real-time co-authoring/collaboration is mentioned in documentation.

APIs Robust API access for custom integrations and automation.		Comprehensive API access and SDKs available for integrations.
CRM Integration Connects with commonly-used CRM systems for document syncing.		iManage integrates with CRM and practice management systems, per product documentation.
Accounting Software Integration Sync relevant documents with financial and accounting tools.		No information available
Portfolio Management Systems Integration Seamlessly attach or link documents to relevant entities in portfolio management software.		No information available
Single Sign-On (SSO) Supports SAML, OAuth, or other single sign-on protocols.		Single Sign-On supported (including SAML/OAuth), as described in security documentation.
Cloud Storage Integration Integrates with cloud storage providers (e.g., Box, Dropbox, Google Drive).		Multiple references to direct cloud storage integration, e.g., OneDrive.
Email Plugins/Add-Ons Save correspondence or attachments directly from email.		iManage offers Outlook plugins for email/document capture.
Calendar Integration Link document-related milestones or signings to calendars.		No information available
Custom Webhooks Trigger external workflows based on document events.		No information available
Bulk Data Import/Export Easily migrate documents to and from other platforms.		Bulk import/export capabilities outlined for migration between systems.

Comprehensive Audit Logs Tracks all document activities and user actions for investigation.		Comprehensive audit logs and document activity tracking are part of product security claims.
Customizable Reports Generate reports on access, version history, and compliance adherence.		Customizable reporting features are present in iManage analytics.
Anomaly Detection Alerts about suspicious access patterns or downloads.		Behavioral alerts (e.g., anomalous access) are available in iManage Threat Manager.
Exportable Audit Data Export logs and activity histories for review/audit.		Exportable audit data/logs supported for compliance.
User Access Reports Report showing who has accessed which documents.		User access reporting is a standard audit feature.
Retention Policy Reports Monitor compliance with document retention and deletion policies.		No information available
Time to Access Measurement of how long it takes authorized users to access a document.		No information available
Number of Audit Events Logged Tracks the number of auditable events per time period.		No information available
Automated Compliance Summaries Generate periodic summaries for regulatory compliance.		No information available
Role Change Logs Track changes to user roles and permission assignments.		Role/permission change logs are a supported feature for compliance.

Intuitive User Interface Modern, clean, and easily navigable UI.		iManage features a modern user interface as a selling point.
Multilingual Support User interface available in multiple languages.		No information available
Customizable Dashboards Personalized homepage and widgets for quick access.		Some dashboard customization is possible for users for quick access.
Mobile App Availability Dedicated mobile apps for iOS and Android.		Mobile apps are available for iOS and Android per product marketing.
Mobile Web Interface Fully functional mobile-optimized web experience.		Mobile-optimized web interfaces are available, referenced in documentation.
Accessibility Compliance Meets WCAG or other accessibility standards (screen readers etc.).		iManage advertises support for WCAG (accessibility compliance).
User Onboarding Tools Tutorials, guides, and tooltips for new users.		User onboarding tools like guides and help resources provided.
Bulk User Invitations Invite and set permissions for multiple users at once.		Bulk invitation and user setup capabilities available.
Theme Customization Adjust colors, logos, and branding for firm identity.		Theme customization (branding, color schemes) offered.
Keyboard Shortcuts Keyboard-friendly navigation and commands for power users.		Keyboard shortcuts exist for advanced users as documented in help center.

Document Checkpoints Define key milestones in the workflow (e.g., draft, negotiation, signed, archived).		No information available
Expiration/Renewal Alerts Automatic notifications for document expiry or renewal dates.		Document expiration and renewal alerts are part of lifecycle management features.
Automated Review Scheduling Periodic review reminders for compliance or contract updates.		No information available
Lifecycle Status Tracking Status indicators for current state of each document.		Lifecycle status tracking is featured in the iManage Work document state interface.
Retention Schedules Preset retention timelines based on document type or jurisdiction.		Preset retention schedules can be created based on document class or jurisdiction, per documentation.
Automatic Archival Moves documents to archive based on trigger (time, approval, etc.).		Automatic archival workflows available.
Ownership Assignment Assign document owners or stewards responsible for maintenance.		Ownership/steward assignment is possible at document or folder level.
Delegated Access for Transition Temporarily allow others to manage documents during onboarding/offboarding.		No information available
Bulk Lifecycle Actions Apply workflow status changes to multiple documents at once.		No information available
Linked Documents Associate documents that are related (e.g., amendments to original contracts).		No information available

Uptime Guarantee Guaranteed percentage of availability uptime.		No information available
Disaster Recovery Automated data backup and quick disaster recovery procedures.		Disaster recovery/data backup/restore is documented as a key product feature.
Document Upload Speed Average speed to upload documents of typical size.		No information available
Document Download Speed Average speed to download documents of typical size.		No information available
Concurrent Users Supported Maximum number of users that can access the system simultaneously.		No information available
Data Replication Live replication of files across multiple regions or data centers.		iManage Work is delivered via cloud with regional data replication for reliability.
Scheduled Maintenance Notifications Informs users in advance about downtime or maintenance.		Scheduled maintenance notifications sent to users according to documentation and status page.
Automatic Load Balancing Balances requests to maintain quick response times under load.		No information available
Service Status Page Displays real-time system status and incidents.		Service status page is available (imonitor.imanage.com).
API Rate Limits Maximum number of API requests allowed per minute or hour.		No information available

Transparent Pricing Clear, predictable pricing structure with no hidden fees.		Pricing is described as transparent and documented on vendor website.
Per-User Pricing Option Licenses based on user count.		Per-user pricing options are standard for iManage.
Unlimited Storage Option Availability of plans with no storage cap.		No information available
Tiered Feature Plans Different feature sets available at different price points.		Tiered feature plans offered per product literature.
Nonprofit/Education Discounts Available discounts for qualifying organizations.		No information available
Annual vs. Monthly Billing Offers both billing frequencies.		Annual and monthly billing options supported.
Trial Availability Free or low-cost trials for evaluation.		Free trial offered per iManage landing page.
Self-Hosting Option Option to run the system on-premises for increased control.		Not as far as we are aware.* No evidence of self-hosting/on-premise deployment; iManage Work is primarily cloud-based.
Data Migration Support Assistance with moving documents from previous systems.		Data migration support is explicitly marketed as part of new deployments.
Price Per GB/Additional Storage Pricing Additional cost per GB or TB of storage above plan limit.		No information available

24/7 Support Availability Round-the-clock help via chat, phone, or email.		24/7 support available, as per vendor website.
Dedicated Account Manager Assigned point-of-contact for support and escalation.		Dedicated account managers mentioned in customer support tiers.
Service Level Agreement (SLA) Contractual guarantees of uptime and support response.		Service Level Agreements offered per enterprise contract.
Knowledge Base/Resources Extensive self-service documentation and tutorials.		Comprehensive knowledge base/resources cited in customer portal.
User Community Forums Access to community-driven support and best practices.		Active user community and forums available.
Vendor Financial Stability Evidence of vendor’s long-term viability.		iManage is a major company with long-term track record indicating stability.
Customer References References from similar firms or industries.		Customer references/case studies are prominently featured on their website.
Onboarding Support Assistance with initial setup and deployment.		Onboarding support is included with most contracts and in platform resources.
Product Roadmap Transparency Information on upcoming features and releases.		iManage publishes a public roadmap and communicates about upcoming features.
Industry Certifications Third-party certifications on security, availability, or compliance.		Product and facilities are certified (SOC2, ISO27001, more) per security documentation.

Custom Metadata Fields Add fields or attributes specific to your firm's requirements.		Custom metadata fields are supported for client-specific workflows.
Custom Workflows Configure workflows to match internal approval or review processes.		Custom workflow design available for matching internal operations.
Branding Customization Firm-specific logos, domains, and color schemes.		Branding customization (logos, colors, custom domains) is available.
Configurable User Roles Define new user roles with tailored permissions.		Granular user role configuration available.
Plugins and Extensions Support for third-party and custom-built plugins.		No information available
Custom Notification Rules Trigger alerts based on specific document events.		Notification rules are customizable at the user and admin level.
Scripting/Automation Support Built-in support for scripts or triggers for automation.		Scripting/automation is supported via iManage APIs and system triggers.
Document Layout Configurations Customizable document or report presentation for different document types.		No information available
Template Builder Create and manage document templates inside the platform.		Template builder tools are present for document management.
Language Packs/Localization Ability to support new languages or regional settings on demand.		No information available

iManage Work from iManage

Product analysis by function

Document Management Systems for Operations and Finance

Security and Compliance (10 Yes /10 Known /10 Possible features)

Document Storage and Organization (9 Yes /9 Known /11 Possible features)

Collaboration and Workflow (10 Yes /10 Known /10 Possible features)

Integration Capabilities (6 Yes /6 Known /10 Possible features)

Audit and Reporting (6 Yes /6 Known /10 Possible features)

User Experience and Accessibility (9 Yes /9 Known /10 Possible features)

Document Lifecycle and Governance (5 Yes /5 Known /10 Possible features)

Performance and Reliability (4 Yes /4 Known /10 Possible features)

Cost and Licensing (6 Yes /7 Known /10 Possible features)

Customer Support and Vendor Stability (10 Yes /10 Known /10 Possible features)

Customization and Extensibility (7 Yes /7 Known /10 Possible features)