iManage Records Manager

Governance for physical and electronic records

As communications and email volumes grow, and the forms of information professionals work with multiply (text messages, voicemail, social media), organizations face significant challenges for effectively managing records across the enterprise. How professional services firms manage physical and electronic assets for their compliance value, and secure and govern this sensitive content, is critical for business success. Company records managed incorrectly, can have tremendous negative impact on overall organization productivity and unintended legal consequences.

iManage Records Manager is the industry leading records management application, used by over 500,000 professionals to manage both electronic and physical records on any device and from anywhere. A modern web-based interface delivers governance and legal hold capabilities for a variety of physical and electronic assets including physical files, electronic documents and emails, ensuring information is retained based on organization retention polices and then disposed when it reaches end of life.

Single user experience across devices improves productivity and increases adoption.

Seamless integration with iManage Work delivers a fully integrated and consistent user experience of client-matter material. The central policy engine governs physical records — in offices, filerooms and offsite warehouse locations — and electronic records in iManage Work or other systems such as Windows file shares. A full-featured API enables integration with other systems to further extend the capabilities of iManage Records Manager. Improve organization efficiency, ensure compliance and manage risk, by harnessing the power of iManage Records Manager.

Centrally apply retention policies to both physical and electronic content

iManage Records Manager enables administrators to set, monitor and enforce records governance policies centrally (including trigger events, retention periods, and disposition rules). These policies are applied consistently to electronic content in iManage Work and a range of other systems and physical content stored in offsite warehouse locations and inside the firm. There is no need to enter policy definitions across multiple systems. Policy disposition instructions are transactional across your electronic and physical content and a single status view is provided of electronic and physical policy activity and audit history.

Seamless and unique integration with iManage Work

iManage Records Manager integrates into iManage Work and delivers a seamless user experience for end users, central management of policies for records managers and records clerks and consistent governance of electronic and physical content via one central set of policies.

Automatic declaration of records and assignment of retention policies improve user adoption

Busy professionals do not have time to become records managers. iManage Work, together with iManage Records Manager, streamlines capture, classification and security by allowing users to continue to file documents as normal with appropriate retention policies being applied automatically. There is no need to declare a document as a record for it be managed.

Single user interface for electronic and physical content

Increase organization productivity and effectiveness

Role specific dashboards governed by security enable records staff to access all their daily tasks. Dashboards are highly tuned for the user’s needs allowing professionals to view and find the exact information they are looking for easily. Seamless integration with iManage Work allows users to view and manage physical content alongside electronic content in iManage Work. Save time and improve efficiency by using one interface to get work done.

Market leading physical records management capabilities reduce TCO

  • iManage Records Manager market leading physical records management capabilities reduce organization costs and streamline business processes. Functionality includes:
  • Fully configurable hierarchical location types including cities, buildings, offices, file rooms, zones, racks, shelves and specific locations.
  • Track circulating items using barcodes and RFID tags.
  • Communicate with your offsite storage vendor directly from within iManage Records Manager. No need to leave the application to request temporary and permanent retrieval of items or record pickup.
  • Seamless integration with electronic records management.

Automatic Disposition Workflows mitigate organization risks

iManage Records Manager Automatic Disposition Workflow component provides professional service firms an easy and intuitive way to automate and track the end-to-end process by which content eligible for disposition is managed. Multiple out-of-the-box workflows allow firms to choose the appropriate single or multi-approver process that best meets their needs.

Summary emails for each review task are sent to designated approvers, and a webpage link displays all matters, physical files, iManage Work and files share content eligible for disposition. Reviewers can view items in conjunction with their key metadata values and can approve or not approve them at the matter, workspace, folder or document level. iManage Records Manager Automatic Disposition Workflow component enables firms to reduce the risk, cost and challenges of operating their records retention policy.

Deploy in the iManage Cloud or on-premises

iManage Records Manager is available in the iManage Cloud, the first and only cloud service to bring proven technology relied upon by Internet leaders such as Google, Facebook and Twitter to the legal/professional community for document and email management.

Cloud users benefit with continuous upgrades, zero downtime for maintenance, extensive scalability and sustainable performance from anywhere, integrated analytics to intelligently monitor and protect all data from unauthorized or malicious access, and data encryption for data at rest and in motion using customer managed encryption keys.

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  • Management and control all records from a single policy: Eliminate the need to define policies separately in your DMS and records management systems
  • Seamless integration with iManage Work: Automatically declare iManage Work content as records, and this data is never removed or stored outside iManage Work
  • Intuitive Disposition Processing Workflow: Easily automate and track the end-to-end process of content that is eligible for disposition


Document + Email Management

RAVN Artificial Intelligence

  • iManage Extract: Automatic extraction of critical business information from large volumes of documents and unstructured data sets
  • iManage Insight: Enterprise content search and analysis
  • iManage Classify: Intelligent categorization of large volumes of business data

Security + Information Governance