Objectives
- Get iManage from Marketplace
- Access iManage
- Create Matters in IManage via integration
- IManage Attchments tab in Lexzur 360 docs
Steps
This guide outlines the process provides a step-by-step overview for setting up an integration between the 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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How It Works
iManage organizes matters With iManage, matters are organized into folders, including subfolders, and files, forming creating a structured document management system. With the integration, a corresponding Matter folder in iManage is automatically generated upon the creation of a matter Once integrated, you’ll be able to access iManage folders and files directly from the Attachments tab in Lexzur.
To create a new matter in Lexzur:
- Click on Create to add a new matter.
- Fill in the mandatory fields: Matter Name, Practice Area, and Arrival Date.
| Note |
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| When creating a matter in Lexzur, consider the required fields in iManage to ensure proper mapping |
Here is an example of iManage Matter creation page and how the fields will be mapped
- Name: The Matter Name is consistent across both Lexzur and iManage.
- Template: The Practice Area in Lexzur corresponds to the Template in iManage. Select the Practice Area that aligns with the desired iManage Template, such as Basic, Department Template, General Legal Matter, etc...
- Owner: The Matter Creator in Lexzur, who is the logged-in user adding the matter, maps to the Owner in iManage.
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| Ensure that the user’s name in Lexzur matches their iManage account for accurate field mapping. |
Other fields are optional, however all fields under the Properties Section in iManage can be created as custom fields in Lexzur.
For example let's add the Sent Date
- In Lexzur, navigate to Settings → Matters→ Custom Fields
- Add new custom field: indicate if its applicable on Matters or Cases, Select specific practice area, give it a name, and enable via integration as this will be mapped to one of the fields via iManage integration.
You can also link it to the main page or custom page like iManage page in the below example.
| 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 |
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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.
Step 1: Install the iManage App
First, open the Lexzur Marketplace by clicking on the menu icon and selecting "Marketplace."
Search for "iManage" on the Find New Apps page, then click "Get Now" to install.
| Info |
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| This installs the app on Lexzur; however, a separate iManage account will be required to access it. |
Step 2: Accessing iManage in Lexzur
Once enabled, the iManage integration will be available under the Attachments tab in matters, or in iDocs.
For example, open iDocs from the main menu, or go to the Attachments tab within a matter. The iManage tab will display the same folder structure as in iManage, enabling seamless navigation.
The first time you access it, you’ll be prompted to sign in with your iManage account.
Managing Files and Folders in iManage through Lexzur
Through Lexzur, users can directly create new folders, edit, and manage files within iManage.
If you’re working on a specific matter, you can view and link documents from any folder in iManage.
To link a folder, simply click the "Link" button next to the folder. Linked folders will appear whenever you view your documents, allowing you quick access to frequently used filesFor 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!
