Overview

With Collections, you can apply need-to-know security at department and location level.  You can use the security model that best suits your clients’ or firm’s security needs whilst ensuring that your users can continue to find relevant material and deliver services efficiently.

In turn, you can use collection security policy and collection-conflicted users to easily effect 'exclusionary collections' that fully exclude groups of users from a collection of matters, making those users unable to access, or make access requests to, those matters. For example, if your organization's New York Office has a department within which need-to-know security is not yet fully applied on matters, you can add these to a collection with open security, then add conflicted users to that collection to  block any users from non-US regions accessing those matters. Likewise, you can use exclusionary collections for lateral hires.

Collections define policy elements such as staffing, and Collection Self-Maintaining Rules define when matters are impacted by a collection.

Properties, for example relating to office location or department, may be available on assets sync'ed to SPM from a master repository via Client and Matter import—see Establishing Scheduled Import of Clients and Matters section in iManage Security Policy Manager Installation Guide if you are using iManage SPM on-premises, or Select data sources and input types section of Getting Started with iManage Security Policy Manager in the Cloud, if you are using iManage SPM in the Cloud—for more information. Alternatively, such custom properties can be configured manually.

You can then specify a collection rule that corresponds to a particular property, and any matters with such custom property value will be automatically added to the collection.

A collection can have multiple collection self-maintaining rules, and each rule can have multiple conditions (that is, multiple defined properties).

Collections functionality therefore combines the benefits of departmental, office-level, and locational security, with ease of administration.

You can have up to 4,000 collections in one instance of iManage SPM, with up to 750,000 matters in a single collection.

Collections can also be added to holds. For more information see Holds.

• Collections Security and Access

• Adding a Collection

• Defining Collection Staffing

• Managing Matters in a Collection (including configuring self-maintaining rules)

• Viewing Collections Dashboard

• Viewing Collection Details

• Viewing and managing Collection Holds

• Viewing Historical Changes

• Updating a Collection (including details, staffing, holds, and so on)

• Deleting a Collection