iManage platform helps teams collaborate securely and keep work moving by bringing task tracking, real-time document co-authoring, and controlled external sharing into a single-matter-centric experience.

iManage platform provides the following capabilities for teams to assign and monitor work, edit Microsoft 365 documents together, and share content with clients or external partners while preserving governance, version control, and single source of truth.

• iManage Tracker is an integrated task and checklist management tool embedded directly within iManage Work. It provides matter-centric project tracking by allowing legal and professional teams to:

  • Create, assign, update, and organize tasks and checklists tied directly to specific matters or workspaces.

  • Track completion status, assigned owners, due dates, and matter milestones without needing disconnected project management tools.

  • Coordinate work across team members while maintaining security and access governance aligned with matter permissions.

• iManage Work Next Generation Co-authoring enables simultaneous, real-time multi-user editing for Microsoft 365 documents, including Microsoft Word, Microsoft Excel, and Microsoft PowerPoint, directly from iManage platform without requiring explicit document checkout.

  • Simultaneous collaboration: Multiple users can edit documents at the same time across Microsoft 365 for Web, desktop, and mobile, with live collaborator presence and real-time edits.

  • No checkout bottlenecks: Teams can avoid traditional document lockouts and manual merge conflicts.

  • Direct cloud synchronization: Changes are saved automatically back into iManage platform as the central repository, supporting audit trails and version control.

• Collaboration Links provides secure, time-bound external sharing and collaboration directly from iManage platform. It allows internal credentialed users to share documents with guest users, such as external counsel, clients, contractors, or non-licensed internal colleagues.

  • Single source of truth: Collaboration Links provides controlled access to the original document inside iManage Work, rather than copying files into a secondary repository.

  • Real-time guest co-authoring: Guests can participate in live iManage Work Next Generation Co-authoring through Microsoft 365, or receive view-only or download access based on permissions.

  • Granular governance: Links can be configured with mandatory expiration dates, recipient email authentication, access permissions, collaborator limits, and administrative policy enforcement.