at Financial Technnology Year
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iManage Work from iManage
Combines document and email management with AI-driven search, security, and compliance tools, optimizing the creation, storage, and workflow of financial advisory documents such as reports, client correspondence, and contracts.
Product analysis by function
Document Generation Software for Client Service and Operations
Tools that automate the creation of client-facing documents such as financial plans, investment policy statements, quarterly reviews, and regulatory disclosures.
More Document Generation Software
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Document Creation and Customization
(10 Yes /10 Known /13 Possible features)
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Template Library Offers a comprehensive selection of pre-built, industry-standard templates for various document types (letters, reports, proposals, etc.). |
iManage Work includes a comprehensive template library for common document types. Multiple reference implementations and documentation highlight this feature. | |
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Template Customization Allows editing of existing templates or creation of new templates tailored to specific advisory needs. |
iManage Work allows editing and creation of custom templates within the document management system as noted in admin and user guides. | |
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Merge Fields/Variables Supports insertion of dynamic fields that auto-populate with client-specific or case-specific data. |
Supports merge fields and variable placeholders within templates, for auto-populating contextual data from internal systems, shown in product documentation. | |
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Branding Support Supports applying firm logos, color schemes, footers, headers, and other branding elements automatically. |
Branding support (logos/footers/colors) is included in template settings and referenced in marketing material. | |
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Conditional Content Enables logic-driven content insertion to personalize documents based on client data or document context. |
No information available | |
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Bulk Document Generation Ability to generate multiple documents in batch for multiple clients or cases simultaneously. |
Bulk document generation is described as a feature for client reporting use cases and batch operations in product briefs. | |
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Content Library Integration Links to libraries for reusable clauses, disclosures, and other standardized language. |
iManage has a clause/content library system for reusable standardized language and disclosures, as seen in documentation on compliance workflows. | |
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Preview before Generation Allows users to preview documents in their final form prior to generation or sending. |
Preview ability is a documented in-product capability, as shown in user manuals. | |
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Language/Localization Support Supports creation of documents in multiple languages or regional settings. |
No information available | |
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Document Versioning Maintains historied versions of templates and generated documents for compliance and auditing. |
Document versioning is a core differentiator of iManage, referenced consistently in documentation and compliance literature. | |
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Real-time Collaboration Allows multiple team members to work on a document or template concurrently. |
Real-time collaboration with check-in/check-out and live updates available for documents in iManage Work. | |
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Document Assembly Workflow Supports stepwise assembly of complex documents with guidance and branching based on user input. |
Document assembly workflows are supported via integrations (e.g., with HotDocs) and native stepwise assembly features, as described in solution brief. | |
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Data-driven Content Generation Automatically selects and inserts content based on integrated databases or CRM data. |
No information available |
Integration and Data Connectivity
(8 Yes /8 Known /11 Possible features)
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CRM Integration Connects with leading CRM systems to pull in client data, notes, and history for document personalization. |
CRM connectivity (e.g., Salesforce, Microsoft Dynamics) is available via certified connectors and APIs. | |
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Core System APIs Provides open APIs or connectors for integration with portfolio management, billing, compliance, or ERP systems. |
APIs and published connectors are provided for integration with major practice management and ERP systems. | |
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Data Import/Export Supports easy data transfer in/out via Excel, CSV, XML, JSON or similar standard formats. |
Data import/export (CSV, Excel, XML, JSON) is standard functionality as advertised in platform guides. | |
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Single Sign-On (SSO) Allows users to authenticate via firm-wide SSO infrastructure, improving security and user experience. |
Single Sign-On (SSO) available—integrations include Microsoft Azure AD, Okta, and others. | |
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Document Management System (DMS) Integration Connects to enterprise DMS platforms (e.g., SharePoint, iManage, NetDocuments, Box). |
DMS (Document Management System) integration is native to iManage—connects with SharePoint, NetDocuments via connectors. | |
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e-Signature Integration Enables seamless routing of documents for e-signatures via platforms like DocuSign, Adobe Sign, etc. |
e-signature platforms such as DocuSign, Adobe Sign have prebuilt integrations with iManage Work. | |
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Workflow Automation Integration Supports workflow orchestration with enterprise automation or BPM (business process management) tools. |
Workflow automation (via iManage Workflows and third-party BPM tools) is detailed in integration documentation. | |
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Real-time Data Sync Ensures that data changes in core systems are reflected in documents in real-time, minimizing errors. |
No information available | |
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Notifications to Integrated Systems Sends activity and status notifications (e.g., document completed) to connected systems. |
No information available | |
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API Rate Limit Specifies the number of API calls supported per minute or hour. |
No information available | |
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Audit Trail Connectivity Allows audit trails and activity logs to be pulled/pushed to compliance or SIEM platforms. |
Audit logs and trails can be integrated and exported to SIEM/compliance solutions, as referenced in security materials. |
Compliance and Regulatory Controls
(10 Yes /10 Known /10 Possible features)
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Pre-approved Content Controls Requires and enforces use of language and templates that are approved by compliance teams. |
Content approval controls and workflow gates available for compliance, as per solution guides for financial services. | |
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Audit Trail Tracks all actions related to document generation, editing, sharing, and approval. |
Full audit trail is a built-in feature, visible for all document actions as described in help center articles. | |
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Role-based Access Control (RBAC) Restricts document access, creation, and editing to authorized personnel based on user roles. |
Role-based access control forms part of the core security and administration model. | |
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Electronic Signature Compliance Supports capture of digital or electronic signatures in compliance with relevant regulations (e.g., eIDAS, ESIGN Act). |
iManage supports digital and electronic signature capture with regulatory compliance (see DocuSign/Adobe Sign integrations and compliance documentation). | |
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Data Security Controls Provides encryption at rest and in transit; supports strong authentication. |
Encryption in transit and at rest is used. Strong authentication, including SSO/MFA, is available as confirmed by security overview. | |
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Regulatory Update Tracking Ensures document templates and language are updated in accordance with new and evolving regulation. |
Regulatory update workflows can keep documents in step with new compliance requirements, as per regulated industry use cases. | |
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Data Retention Policy Enforcement Allows specification and enforcement of data/document retention and destruction schedules. |
Admins can set retention, archival, and destruction policies on documents. | |
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Document Watermarking Supports watermarks for confidential, draft, or other regulatory designations. |
Document watermarking available through native options and partner plug-ins for draft/confidential designations. | |
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Legal Hold Capabilities Allows administrators to flag/document documents for hold in the event of litigation or investigation. |
Legal/hold functionality is supported ('records management') to flag or suspend deletion during investigations. | |
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Secure Sharing/Distribution Enforces secure document transmission options (secure link, restricted download, password protect, etc.). |
Secure document sharing and controlled distribution are a central part of iManage features. |
User Experience and Accessibility
(7 Yes /7 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-use interface suitable for both technical and non-technical users. |
User interface is designed to be intuitive for non-technical users (see G2 reviews and iManage UI overview). | |
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Accessibility Compliance WCAG-compliant for users with disabilities. |
No information available | |
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Mobile Access Responsive design or mobile apps for document access, review, and limited editing on the go. |
Responsive web interface and mobile apps are available for iOS and Android. | |
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In-app Guidance/Tutorials Built-in tooltips, walkthroughs, and contextual help for users. |
Guided in-app onboarding and tooltip support is referenced in admin materials. | |
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Multi-language Interface User interface can be switched between multiple languages to support diverse teams. |
No information available | |
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Personalized Dashboards Customizable dashboards showing relevant documents, status, and tasks. |
Dashboards can be customized per user, showing recent documents and activity. | |
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Drag-and-drop Editing Easy editing and assembly of documents via drag-and-drop UI elements. |
Drag-and-drop file upload and UI editing components are a touted feature in the iManage interface. | |
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Document Search and Filters Advanced document search, tagging, and filtering capabilities for efficient retrieval. |
Advanced search and filtering are key strengths—referenced in product guides and customer reviews. | |
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Quick Document Generation Average time from request to document generation completion. |
No information available | |
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Document Bookmarking Allows users to mark/tag frequently used or prioritized documents for quick reference. |
Bookmarking/favorite documents functionality is available for quick access. |
Workflow, Approval, and Collaboration
(8 Yes /8 Known /10 Possible features)
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Multi-step Approval Workflows Allows configuration of approval chains, notifications, and escalation for document release. |
Multi-step approval workflow is supported via workflow automation module. | |
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Commenting & Annotations Enables team to leave comments, suggest edits, or flag issues within documents. |
Commenting, annotation, and discussion threads supported in team environments. | |
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Task Assignment Assign specific document-related tasks to individual users or teams. |
Task and task assignment features present (admin can assign follow-ups, reviews, etc.). | |
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Automated Workflow Triggers Initiates workflows based on events (e.g., document submission triggers approval chain). |
Automated workflow triggers available through native workflow engine or third-party BPM integration. | |
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Collaboration Analytics Track and report metrics on team collaboration, bottlenecks, and turnaround times. |
Analytics for collaboration and workflow bottlenecks provided in reporting functions. | |
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Document Locking Prevents conflicting edits by locking documents under review or editing. |
Document check-out/locking prevents conflicting edits—well documented in user guide. | |
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Automated Reminders Automatically reminds users of pending reviews, approvals, or expirations. |
Automated reminders and notifications are a common workflow configuration in iManage. | |
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Delegation Allows temporary or permanent delegation of approval or workflow steps to other users. |
No information available | |
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Parallel and Sequential Approval Supports both parallel and sequence-based approval processes. |
Can support parallel and sequential approval processes, with configuration via workflow designer. | |
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Time to Completion Average workflow duration from initiation to document completion. |
No information available |
Output Formats and Distribution
(7 Yes /7 Known /9 Possible features)
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Multi-format Output Supports export to PDF, Word, Excel, HTML, and other standard formats. |
Multiple export formats (Word, PDF, Excel, HTML) are supported by default. | |
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Bulk Distribution Allows documents to be sent or distributed in bulk to multiple recipients. |
Batch/bulk distribution supported for client letters, contracts, and more. | |
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Secure Email/Portal Delivery Supports delivery via encrypted email, secure web portals, or client logins. |
Secure email and client portal delivery options are included, per iManage Work product site. | |
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Automated Printing Queues Integration with print shops or local printers for mass document production. |
No information available | |
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Secure File Transfer Protocols Supports SFTP, FTPS, or encrypted document delivery mechanisms. |
Secure file transfer supported, including encrypted delivery (SFTP/FTPS available in system integrations). | |
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Read Receipt/Delivery Confirmation Tracks when documents are received or viewed by recipients. |
Read receipt/delivery confirmation supported via portal and workflow notifications. | |
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Document Expiry Controls Sets expiration, access limits, or revocation for distributed documents. |
Document expiration, access limit, and revocation via policy setting—referenced in admin guides. | |
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Watermarked Output Automatically adds watermarks to distributed documents where required. |
Automated watermarks can be applied to outbound document copies. | |
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Output Speed Average time taken to generate and deliver a batch of 100 standard documents. |
No information available |
Security and Privacy Controls
(6 Yes /6 Known /9 Possible features)
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Data Encryption Encrypts documents at rest and in transit, using industry-standard protocols. |
iManage applies industry-standard encryption to all document storage and transfers. | |
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Multi-factor Authentication (MFA) Requires MFA for access to sensitive document generation and management features. |
Multi-factor authentication available for access, as per security documentation. | |
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Granular Permissions Fine-grained permissions for document access, editing, sharing, and deletion. |
Granular permission model for documents and folders—supporting fine-grained access/sharing. | |
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Activity Monitoring Logs and monitors all user activity for security and compliance. |
Activity monitoring available—admin console provides full user and access auditing. | |
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IP Whitelisting Allows access only from specified IP addresses/ranges. |
No information available | |
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Audit Logs Retention Retains activity logs for specified period for security and compliance review. |
Audit log retention settings can be configured for regulatory compliance periods. | |
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Data Masking Masks or obfuscates sensitive client data in non-production environments. |
No information available | |
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User Session Timeout Automatic logoff after specified inactivity period. |
No information available | |
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GDPR/CCPA Compliance Supports features for data subject access requests and lawful data handling practices. |
iManage is certified compliant with GDPR and CCPA for subject data handling. |
Performance, Scalability, and Reliability
(3 Yes /3 Known /8 Possible features)
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High Availability Supports redundancy and failover to keep system running with minimal downtime. |
High availability via multi-cloud and redundant system architectures. | |
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Uptime SLA Guaranteed uptime percentage as per service level agreement. |
No information available | |
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Scalability Ability to support increasing numbers of users, documents, or data without performance degradation. |
Scalability is highlighted for small teams up to global enterprises (reference: scalability whitepaper). | |
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Disaster Recovery Plans and technology in place to recover from catastrophic failures. |
Disaster recovery and business continuity are offered, detailed in vendor technical and compliance briefings. | |
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Load Handling Capacity Maximum concurrent document generation operations handled. |
No information available | |
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Backup Frequency Interval at which document data is backed up. |
No information available | |
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Response Time Average server response time for standard API calls. |
No information available | |
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Latency Maximum acceptable latency for document generation tasks. |
No information available |
Reporting and Analytics
(7 Yes /7 Known /7 Possible features)
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Document Generation Reports Provides reports on volumes, types, and frequencies of generated documents. |
Volume/type/frequency reporting is available in iManage Work analytics and reports modules. | |
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User Activity Reports Tracks document-related activity by individual users or teams. |
User activity reporting by team and individual is standard in administrator dashboards. | |
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Turnaround Time Metrics Reports metrics on time taken from document initiation to completion. |
Turnaround time analytics included in workflow analytics. | |
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Exception/Error Reporting Alerts and reports on failed or incomplete document workflows. |
System captures and reports on errors and exceptions in workflows. | |
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Template Usage Statistics Monitors frequency and context of template usage. |
Tracks template usage for audit and optimization per compliance requirements. | |
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Exportable Reports Ability to export reports to Excel, PDF, or CSV for further analysis. |
Reports can be exported to Excel/PDF/CSV as per analytics interface. | |
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Custom Report Builder Allows configuration of custom reports on document activity and metadata. |
Custom report builder included for user-specified analytics. |
Support, Maintenance, and Vendor Services
(6 Yes /6 Known /7 Possible features)
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24/7 Support Availability Round-the-clock support via email, chat, or phone. |
24/7 premium support is listed as an available option (may be plan dependent). | |
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Onboarding and Training Services Structured onboarding, training, and documentation to support initial and ongoing user education. |
Structured onboarding and extensive user training is provided. | |
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Regular System Updates Vendor regularly provides updates for security, compliance, and feature improvements. |
Regular system and security updates delivered as part of the SaaS/PaaS service. | |
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Dedicated Account Manager Assignment of a dedicated specialist for ongoing account management. |
Dedicated account managers available to business customers. | |
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Professional Services Offered Consulting, customization, and integration support offered as value-added services. |
Professional services and integration support offered by iManage and partner network. | |
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Self-Service Support Portal Provides customers with access to documentation, knowledge base, and ticketing. |
Self-service support portal with documentation and ticketing (support.imanage.com). | |
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Incident Response Time Average time to first response for critical support tickets. |
No information available |
Cost, Licensing, and Commercial Flexibility
(6 Yes /6 Known /7 Possible features)
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Transparent Pricing Model Clear, upfront costs with no hidden or ambiguous fees. |
Transparent pricing and licensing plans are outlined on iManage website and during pre-sales. | |
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Flexible Licensing Options for per-user, per-document, or enterprise/unlimited usage licensing. |
Flexible user-based and enterprise licensing models available (detailed in product brochures). | |
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Free Trial or Pilot Availability of free or limited-time trial environment for evaluation. |
30-day free trial or pilot is available, as referenced during sales qualification. | |
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Volume Discount Tiers Discounts for higher usage, supporting scalability at lower per-unit cost. |
Volume/enterprise pricing tiers and discounts are available as discussed in commercial materials. | |
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No Lock-in Period Ability to terminate/adjust licensing without long-term lock-in. |
Contracts do not require lock-in period, annual and monthly terms available. | |
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Support/Update Costs Included Ongoing support, security, and updates are included in the base license fee. |
Support and system updates included in the standard license (SaaS pricing model). | |
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Annual Cost Typical cost per year for a standard team (specify if possible). |
No information available |
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