Access and synchronize Litify’s Client and Matter data in iManage
GDSI’s Litify integration for iManage provides a seamless experience between two critical solutions.
Litify integration for iManage
Focusing on the most common needs of users working in Litify, GDSI built this powerful integration using its vast experience building best-in-class Salesforce and iManage add-ins using all available APIs.
Professional service organizations require a simple and effective way to access workspaces and documents between Litify’s Case Management system and iManage’s Work 10 DMS. In addition, by easily synchronizing Client and Matters using your favorite Workspace generator tool, users will have full access to Matters right from iManage.
As part of this integration, GDSI provides support for customizations in addition to assisting with your implementation.
System Requirements
- iManage on-premises
10.4.4 or newer - iManage.Work, and CloudiManage.com
Access the content you need quickly without the need to switch between two systems
Features + Benefits
Automatically deliver newly created or modified Client and Matters from Litify to a local CSV file to use in a Workspace generator tool
Access the iManage Workspace for a given Matter in Litify, using the actual iManage interface
Copy or link documents from iManage to an Intake, Matter, Task, or Calendar appointment
Connects customer Client and Matter number fields in Litify to iManage’s fields for guaranteed alignment
Support for iManage SAML providers
Get the most out of iManage with GDSI
Check out our other iManage solutions for users
WSToolkit
Automate the process of creating workspaces to better coincide with your matters or projects based on a template within your iManage database.
DMSync
Sync and access your iManage profile metadata to create SQL reports, use custom applications, and analyze content.
Let’s Talk
Tell us about your project and let’s work together.