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IMANAGE WORKSPACE GENERATOR

Automate workspace creation without losing control of security

The iManage Workspace Generator helps corporate legal teams and law firms automatically create client and matter workspaces in iManage Work from CRM or Practice Management data, while keeping metadata, structure and security aligned.

CRM integration · Practice Management integration · iManage Work automation · Security alignment

REQUEST A DEMO

See how automated workspace generation can fit your environment

Tell us which systems your team uses and we will help map a practical integration approach.

    IDEAL FOR CORPORATE LEGAL TEAMS AND LAW FIRMS

    Create connected, accurate and secure iManage workspaces

    With the iManage Workspace Generator, legal teams can automate workspace setup from trusted business systems. This reduces manual administration, improves data accuracy, keeps matter structures consistent and helps apply the right security from the start.

    BENEFITS FOR LEGAL PROFESSIONALS

    Less administration, stronger workspace governance

    Turn workspace creation into a repeatable process that supports efficiency, consistency, compliance and collaboration.

    ✦

    Increased efficiency

    Automated workspace generation reduces administrative burden so teams can focus on client and matter work.

    ✦

    Data accuracy

    Syncing information across platforms helps minimise discrepancies in critical legal records.

    ✦

    Security and compliance

    Security permissions from CRM or Practice Management systems can be maintained within iManage.

    ✦

    Enhanced collaboration

    A single source of truth in iManage Work helps teams access client and matter information confidently.

    KEY FEATURES

    Designed for controlled workspace automation

    The solution connects business systems with iManage so workspace creation becomes faster, more consistent and easier to govern.

    01

    Seamless integration

    Integrates with CRM and Practice Management systems to support consistent data and security controls.

    02

    Secure workspace creation

    Automatically generates iManage workspaces based on client and matter details while reducing risk.

    03

    Data synchronisation

    Ensures accurate client and matter data flows between systems and into iManage Work.

    04

    Security synchronisation

    Applies the same access permissions and restrictions to iManage workspaces for a unified security approach.

    05

    Customisable setup

    Configure templates, metadata and integration settings to match your workflows and data structures.

    HOW IT HELPS

    From business system data to structured iManage workspaces

    The Workspace Generator can use client and matter information from your CRM or Practice Management system to create the correct iManage workspace, apply the right template, carry through metadata and maintain security alignment across platforms.

    CRM / PMS data

    ↓

    Workspace templates and metadata rules

    ↓

    Secure iManage client and matter workspaces

    SUPPORTED BY SPECIALISTS

    Implementation experience for legal technology environments

    Co-Operative Computing helps legal teams design, configure, implement, train and support the technologies that sit around iManage.

    Helpdesk analyst

    Support

    Threat manager administrator

    Security

    Certified system engineer

    Engineering

    Application trainer

    Training

    Cloud onboarding specialist

    Onboarding

    CONNECTED ECOSYSTEM

    Built around the systems your team already uses

    The Workspace Generator supports the wider legal technology ecosystem, including iManage, Microsoft, Aderant and productivity solutions.

    CONTACT US

    Ready to automate iManage workspace creation?

    Tell us about your CRM, Practice Management system or current iManage workspace process, and we will help you identify the right setup for your team.

      IMANAGE WORKSPACE GENERATOR

      Automate workspace creation without losing control of security

      The iManage Workspace Generator helps corporate legal teams and law firms automatically create client and matter workspaces in iManage Work from CRM or Practice Management data, while keeping metadata, structure and security aligned.

      CRM integration · Practice Management integration · iManage Work automation · Security alignment

      REQUEST A DEMO

      See how automated workspace generation can fit your environment

      Tell us which systems your team uses and we will help map a practical integration approach.

        IDEAL FOR CORPORATE LEGAL TEAMS AND LAW FIRMS

        Create connected, accurate and secure iManage workspaces

        With the iManage Workspace Generator, legal teams can automate workspace setup from trusted business systems. This reduces manual administration, improves data accuracy, keeps matter structures consistent and helps apply the right security from the start.

        BENEFITS FOR LEGAL PROFESSIONALS

        Less administration, stronger workspace governance

        Turn workspace creation into a repeatable process that supports efficiency, consistency, compliance and collaboration.

        ✦

        Increased efficiency

        Automated workspace generation reduces administrative burden so teams can focus on client and matter work.

        ✦

        Data accuracy

        Syncing information across platforms helps minimise discrepancies in critical legal records.

        ✦

        Security and compliance

        Security permissions from CRM or Practice Management systems can be maintained within iManage.

        ✦

        Enhanced collaboration

        A single source of truth in iManage Work helps teams access client and matter information confidently.

        KEY FEATURES

        Designed for controlled workspace automation

        The solution connects business systems with iManage so workspace creation becomes faster, more consistent and easier to govern.

        01

        Seamless integration

        Integrates with CRM and Practice Management systems to support consistent data and security controls.

        02

        Secure workspace creation

        Automatically generates iManage workspaces based on client and matter details while reducing risk.

        03

        Data synchronisation

        Ensures accurate client and matter data flows between systems and into iManage Work.

        04

        Security synchronisation

        Applies the same access permissions and restrictions to iManage workspaces for a unified security approach.

        05

        Customisable setup

        Configure templates, metadata and integration settings to match your workflows and data structures.

        HOW IT HELPS

        From business system data to structured iManage workspaces

        The Workspace Generator can use client and matter information from your CRM or Practice Management system to create the correct iManage workspace, apply the right template, carry through metadata and maintain security alignment across platforms.

        CRM / PMS data

        ↓

        Workspace templates and metadata rules

        ↓

        Secure iManage client and matter workspaces

        SUPPORTED BY SPECIALISTS

        Implementation experience for legal technology environments

        Co-Operative Computing helps legal teams design, configure, implement, train and support the technologies that sit around iManage.

        Helpdesk analyst

        Support

        Threat manager administrator

        Security

        Certified system engineer

        Engineering

        Application trainer

        Training

        Cloud onboarding specialist

        Onboarding

        CONNECTED ECOSYSTEM

        Built around the systems your team already uses

        The Workspace Generator supports the wider legal technology ecosystem, including iManage, Microsoft, Aderant and productivity solutions.

        CONTACT US

        Ready to automate iManage workspace creation?

        Tell us about your CRM, Practice Management system or current iManage workspace process, and we will help you identify the right setup for your team.