IManage Integration with Lexzur

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

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.

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.

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.

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.

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.

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!