Fewer Clicks & Greater Efficiency with XpressDox & iManage
Designed to Enhance Your Document Experience
Learning a new system or switching back and forth between different ones can be frustrating when you’re trying to get work done. It’s much easier when everything you need is in one place. That’s the idea behind XpressDox’s integration with iManage.
Create and manage documents in a single environment
Deliver work with fewer clicks and greater efficiency
Leverage client-specific data across all your documents
Work in a Familiar Environment
Access our powerful document automation directly from within your iManage workspace to generate documents quickly.
A Complete Document Generation & Management Solution
Run Templates From Within iManage
Launch XpressDox templates from a matter inside iManage, ensuring that the assembled documents are saved in the correct Client and Matter workspace folders.
XpressDox Button Inside iManage
Launch XpressDox templates from a matter inside iManage, ensuring that the assembled documents are saved in the correct Client and Matter workspace folders.
Manage User Groups Permission
Streamlined user groups that ensure users only see templates applicable to their practice groups without having to spend time searching through the clutter of irrelevant documents.
XpressDox Configured Into iManage
Interview Data
Assembled Documents Saved to iManage
Assembled Documents Are Auto Profiled & Versioned
Easy Template Library Management
Peace Of Mind Security
Easy, Once-off Configuration
XpressDox document automation software makes generating client specific documents fast, enhancing the way you work. Our integration with iManage creates a powerful solution that leverages the efficiency of XpressDox document automation with the power of iManage document management for increased productivity.
Want to Know How it Works?
Optimize Your Workflow with XpressDox and iManage Integration
Discover how seamless integration between XpressDox and iManage elevates your document management to new levels of efficiency and security.
| Feature | Description |
|---|---|
| Run Templates from within iManage | Initiate XpressDox templates directly from a matter within iManage. This ensures that assembled documents are automatically stored in the appropriate Client and Matter workspace folders. |
| XpressDox Button in iManage | Access your comprehensive XpressDox template library directly from an iManage workspace. You can either view the full library or a tailored subset based on the type of matter at hand. |
| User Groups and Managing Permissions | Our system ensures that users are exposed only to the templates relevant to their specific practice groups, thereby enhancing efficiency and reducing error. |
| XpressDox Integrated into iManage | When operating templates within iManage, you have the flexibility to mark templates as favourites, to toggle between full screen and pop-up views, and to organize folders in a tree view. |
| Interview Data | The XpressDox interview feature automatically populates with Client and Matter ID from iManage and can also pull data from other systems like Aderant. All data is stored in a single answer file per matter. |
| Assembled Documents Saved to iManage | Upon assembly, documents are stored in your chosen workspace and folder within iManage, complete with a meaningful filename. An option is available to auto-open the document in Microsoft Word, marked as Checked Out in iManage. |
| Auto-Profiling and Versioning of Documents | Documents generated through XpressDox are automatically profiled and versioned when saved to iManage, eliminating the need for manual input. |
| Easy Template Library Management | A centralized repository houses all templates, facilitating streamlined management and routine maintenance. |
| Security Measures | Information and document access is safeguarded through industry-standard OAuth 2.0 authentication protocols. |
| Once-off Configuration | Simplify the integration process with a one-time configuration of XpressDox in your iManage workspace. |