Trinogy’s Workspace Designer manages the ‘whole of life’ of the matter/case workspace, including: creation, changes to matter/case meta-data and security, closing of the matter/case and removing the matter/case from a lawyer’s My Matters list.
Workspace Designer includes a major time-saving feature enabling display, against the workspace, of customised site-defined summary information about the matter/case. Optional tabs include: workflow, time-recording, disbursement tracking, events, notes, reports and document generation, together with optional integration to tools such as HotDocs©, Exari©, IdealDocs© or MS Word. Sites can define and utilise their own customised tabs alongside the generic set provided within Workspace Designer.
Workspace Designer integrates with popular practice management applications including Aderant, Elite (3E and Enterprise), Lawsoft, OpenPractice, Inprotech and many others. Workspace Designer matter/case summary information fields, viewed when a user clicks on the workspace within iManage, are completely site-configurable and will adjust the displayed information by matter/case type.
Operates entirely within iManage clients, currently FileSite/DeskSite; All forms and screens are configurable by the site using the supplied forms editor; Manages and display key matter/case information for the entire life-cycle of the matter/case; Low cost and includes easy-to-use management console.
iManage Sites Running ‘Matter Centric’