Objectives
- Create Matters in IManage via integration
- IManage Attchments tab in Lexzur 360 docs
Steps
This guide outlines the process for setting up an integration between Lexzur and iManage. The goal is to automate the creation of a Matter folder in iManage whenever a new matter or case is initiated in Lexzur.
Setting Up the Integration
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| Clients interested in this integration should contact our support team to enable the feature. |
How It Works
iManage organizes matters into folders, including subfolders and files, forming a structured document management system. With the integration, a corresponding Matter folder in iManage is automatically generated upon the creation of a matter in Lexzur.
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| Tip |
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| Learn more about customizing matter pages in this guide. |
You can then fill out these fields while creating the matter in Lexzur
Once the matter is saved in Lexzur, it will be created in iManage with the chosen structure. Note that subsequent modifications to fields in Lexzur will not affect iManage and vice versa; only the initial values entered are synchronized.
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| If you edit any fields in Lexzur or iManage, the changes won't sync automatically between the two apps. Only the initial values added when creating the matters will be reflected in iManage. |
At the Attachments Level
At the attachments level of each matter, there will be an iManage tab displaying the folder structure of the matter created in iManage.
You can also create new folders within the Lexzur iManage tab, and these will be reflected in the corresponding iManage matter.
For any previous matters not linked to iManage, you can set up a link by opening the iManage tab in attachments, searching for the matter name in iManage, and clicking on "Link" to establish the relationship between the two matters via the integration.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
