CO-FLO ENTERPRISE
Where knowledge workers find clarity
Co-Flo brings clarity and efficiency to business operations, helping Legal, Compliance and Risk teams make smarter decisions, improve productivity and reduce operational risk. By extending and enriching iManage, Co-Flo gives teams intelligent views, structured workflows and better control over the work moving through the business.
Talk to a Co-Flo specialist
Tell us what you want to improve and we will help you map the right workflow, dashboard or iManage integration approach.
CO-FLO ENTERPRISE
Where knowledge workers find clarity
Co-Flo brings clarity and efficiency to business operations, helping Legal, Compliance and Risk teams make smarter decisions, improve productivity and reduce operational risk. By extending and enriching iManage, Co-Flo gives teams intelligent views, structured workflows and better control over the work moving through the business.
Talk to a Co-Flo specialist
Tell us what you want to improve and we will help you map the right workflow, dashboard or iManage integration approach.
FEATURES OVERVIEW
Co-Flo Enterprise gives your teams one place to manage work
All the core features needed to optimise, automate and report on professional workflows, especially where iManage sits at the centre of your document and matter environment.
Co-Flo Enterprise gives your teams one place to manage work
All the core features needed to optimise, automate and report on professional workflows, especially where iManage sits at the centre of your document and matter environment.
WHO IT HELPS
Built for professional teams that need control over work
Co-Flo is designed for teams where requests, documents, approvals and reporting need to move together, without the organisation losing sight of risk, ownership or service delivery.
In-house corporate services
Create a clearer operating layer for legal, compliance, risk, company secretarial and other internal service functions that need to manage requests, documents and reporting in one structured environment.
Professional services firms
Give matter teams better visibility, consistent workflow structures and reporting that reflects the way professional service work is actually delivered.
Built for professional teams that need control over work
Co-Flo is designed for teams where requests, documents, approvals and reporting need to move together, without losing sight of risk, ownership or service delivery.
In-house corporate services
Create a clearer operating layer for legal, compliance, risk, company secretarial and other internal service functions.
Professional services firms
Give matter teams better visibility, consistent workflow structures and reporting that reflects how professional service work is delivered.
UNIFIED WORKPLACE
A unified workplace for professionals
Co-Flo Enterprise is a comprehensive platform to optimise and automate professional processes. Designed for Professional Services Firms and In-house Corporate teams, Co-Flo improves service delivery, reduces manual effort and strengthens management visibility.
DASHBOARDS
Tailored dashboards linked to iManage workspaces
Visualise workload, track utilisation of outside counsel or experts, and monitor work status and emerging issues within a single view. Click through for deeper insight, with dashboards linking directly to iManage work products or project task lists in Tracker.
Tailored dashboards linked to iManage workspaces
Visualise workload, track utilisation of outside counsel or experts, and monitor work status and emerging issues within a single view.
IMANAGE INTEGRATION
One experience across iManage and Co-Flo
Co-Flo is built around the same user experience foundation as iManage, reducing training time and helping users adopt the combined environment faster. Users can trigger workflows directly from iManage and automatically generate documents into the correct workspace with the correct metadata.
One experience across iManage and Co-Flo
Users can trigger workflows directly from iManage and automatically generate documents into the correct workspace with the correct metadata.
SMARTFORMS
Reduce manual effort with intelligent SmartForms
Co-Flo reduces manual data entry by applying your business rules to capture and standardise information from the start. Data flows directly into Co-Flo Dashboards, keeping operational reports accurate and consistent without manual cleanup. SmartForms guide users through required fields, speed up onboarding and reduce compliance risk with built-in validation.
Reduce manual effort with intelligent SmartForms
SmartForms guide users through required fields, speed up onboarding and reduce compliance risk with built-in validation.
RISK MANAGEMENT
Spot risk before it becomes operational noise
Identify and track quantitative and qualitative risks early, allocate resources effectively and ensure high-priority work receives the attention it deserves. Co-Flo helps teams act before issues escalate into costly delays or missed obligations.
Spot risk before it becomes operational noise
Identify and track quantitative and qualitative risks early, allocate resources effectively and ensure high-priority work receives the attention it deserves.
INFORMATION ARCHITECTURE
Co-Flo enriches and extends the iManage matter-centric information architecture so your organisational structure, work types and reporting needs are properly represented. Each level can carry the metadata needed for meaningful analysis across matters, work products and teams.
Extend the iManage matter-centric structure
Co-Flo enriches and extends iManage information architecture so organisational structure, work types and reporting needs are properly represented.
WHY CO-FLO
More effective because it connects process, documents and insight
Co-Flo is more affordable, less risky and more effective because it combines workflow automation, information architecture, dashboards and iManage integration in one connected approach.
Less manual work
SmartForms, workflow rules and automation reduce duplicate capture and repetitive follow-up.
Better visibility
Dashboards give leaders clearer oversight across matters, categories, owners and work status.
Lower risk
Structured intake, validation, metadata and escalation help teams stay ahead of operational risk.
iManage-first
Workflows and documents remain connected to the workspaces and matter structures teams rely on.
More effective because it connects process, documents and insight
Co-Flo combines workflow automation, information architecture, dashboards and iManage integration in one connected approach.
Less manual work
SmartForms, workflow rules and automation reduce duplicate capture and repetitive follow-up.
Better visibility
Dashboards give leaders clearer oversight across matters, categories, owners and work status.
Lower risk
Structured intake, validation, metadata and escalation help teams stay ahead of operational risk.
iManage-first
Workflows and documents remain connected to the workspaces and matter structures teams rely on.
CLIENT CONFIDENCE
START THE CONVERSATION
Tell us where work is getting stuck. We will help you understand whether Co-Flo can improve visibility, reduce manual effort and extend the value of your iManage environment.
Tell us where work is getting stuck
We will help you understand whether Co-Flo can improve visibility, reduce manual effort and extend the value of your iManage environment.