OIA iManage Integrations
With our specialist skills and vast experience with iManage, our team has created seamless integrations to allow our clients to simplify their business processes, store shared data, and to minimise data re-entry to multiple platforms.
Practice Management Integration
The Professional Services industry relies heavily on the client and matter/engagement data. OIA work with a global leader in the integration of source data from any ODBC compliant database.
Key to this source is the management of and currency of critical metadata used to correctly file your document and emails into the iManage repository. Once this metadata is updated or altered in the source system then this automatically updates in iManage.
Key metadata may include client, matter, financial year and partner responsible can be included in the workspace creation process within iManage to allow you to leverage this rich data in searching and organising content. You can even schedule Start Date and Finish Date for your workspaces and then manage archive and retention requirements.
Our integration works with MYOB, Elite, Xero WorkflowMax, Aderant Expert, Xero XPM, Affinity, APS, PeopleSoft and GreatSoft.
Organisations using this integration include RSM, PwC NZ, ACIL Allen, Johnson Winter & Slattery, McCullough Robertson and Crown Resorts.
Compile, format and send client ready documents in a single click. Integrate with your practice management system, create documents that are automatically saved into iManage and then posted into a client portal for client access.
Custom workflows can be built which integrate with iManage and improve your business processes. Use cases include document approvals which can integrate with document signing solutions, Contract Management and many other document centric processes. Workflow is used by many leading firms such as PWCNZ and Pitcher Partners.
Electronic Document Signing
Provides seamless integration between iManage Work Clients allowing documents to be signed from a single right click action using multiple different electronic signing solutions, then returned into the iManage Work Workspace once complete.
Integrate web browsers and web-based applications on the browser level so you can download files directly to iManage or upload files from iManage to websites. This has been used to integrate with the ATO and IP Australia and New Zealand websites. Another use case is the loading of documents to a client’s portal or your own intranet.