Harbor

About

Harbor is the preeminent expert services provider to leading law firms, corporations, and their law departments. Working across key areas – strategy, legal tech, operations, and intelligence – our global team of over 650 industry experts serve over 80% of Global 200 law firms, and 50% of the Fortune 500. Harbor is the preferred service partner for iManage clients. We have achieved Partner of the Year for North America over 15 times and offer a robust list of reference customers. Harbor’s 150+ legal tech and operations experts have the knowledge needed in the industry, culture, challenges, and industry specific tech stacks to serve as your end-to-end professional services partner. Harbor’s technology and data experts focus on optimizing your organization's iManage instance, integrations, data, and advanced analytics. Harbor can also readily deploy from a deep bench of experts in cloud migrations, user adoption, and strategies around data and advanced technologies like AI. All through one partner relationship.

Harbor

AutoDelete

This utility automatically cleans up documents marked for deletion in iManage. A full audit trail of deleted documents is maintained. Pricing is based on number of iManage users.

Unique differentiators/features

Users can mark a document and recover it themselves Users can mark a document and hide it Users can mark all versions of the document Users can mark multiple documents

Target Market:

End user/Admin

Harbor

Desktop Importer

Import / Export

This popular utility can be used by administrators or end users to mass import documents.

Unique differentiators/features

Scans a directory or directories and creates a spreadsheet like structure that can used to use to apply metadata from lookups. Can be used for small or enormous import projects. Can the add the original folder structure to the workspace.

Licensing model:

Per user

Target Market:

End-users/Admin

Harbor

DocUnlock

Administrative Tools

Allows non-Administrative users the ability to “unlock” documents that they do not have full rights to. This is an ideal solution for Help Desk personnel who currently have no method of unlocking a document to which they do not have Full Access.

Target Market:

Helpdesk

Harbor

DocuSign to iManage Integration

Imaging / Scanning
Universal App
E-Signature

A method to leverage the security and convenience of the iManage Work DMS when working with DocuSign, the popular provider of electronic signature technology and Digital Transaction Management services. End-users would have to export their documents to their workstation and then upload these files to the website; an error-prone and tedious procedure. With the DocuSign integration utility, end-users can publish and check-in documents directly from DeskSite/FileSite; thus, creating a seamless and secure workflow which will enhance worker productivity and confidence in the integrity of their electronic collaborations.

Unique differentiators/features

Adds an extra option to the document right-click options in iManage. Allows user to directly publish a document/envelope to DocuSign. Once the envelope is completed, then the PDF version of the document and the DocuSign credential is imported back into iManage. Audit entries are added to the history of the original document to indicate that the document has been published and checked back in from DocuSign.

Licensing model:

Per-users

Target Market:

End-users

Harbor

FolderAdd

This utility allows administrators to customize the ability of end-users to add document folders to workspaces. Depending on the profile metadata of a workspace (often area of law) a predetermined list is presented to end-users so that they can add document folders on an ad hoc basis as needed. This solution allows a compromise between completely locking down a workspace folder structure and allowing end-users to freely create document folders with no organization whatsoever.

Unique differentiators/features

Adds a custom right-click to the My Matters node in iManage Work Explorer. The list of folders is determined by mapping a template to configurable metadata on the workspace. Easy to use.

Licensing model:

Per client

Target Market:

End-users

Harbor

i-Integrate

Import / Export

Allows for the integration of Internet file uploading into the DMS. Previously, uploading or e-filing was done from the individual workstation ("C drive") or from network file shares. The utility allows the upload process to be done directly from the DMS. This reduces the labor involved with e-filing and ensures that a record is created in the DMS indicating the document has been uploaded.

Unique differentiators/features

Easy to install and maintain. Simplifies uploading and downloading of files from websites such as USPTO. Can also be used to integrated other 3rd party applications.

Licensing model:

Per user

Target Market:

End-user

Harbor

iExport

Import / Export
Universal App

Exports documents in a folder structure to a specified location. Supports workspaces, document folders, and search folders. Exports documents using a search profile.

Unique differentiators/features

Export entire structures based on searches Metadata only exports (without the files) - good for reports Metadata searches can return up 32k documents Description/Full text searches can return up to 10k documents Enables right click and export entire workspace(s) or Folder(s) Enables right click and export multiple documents without worrying about renaming them Document and version can be appended to Filename User can limit the length of export path if needed.

Target Market:

End users/Admin

Harbor

Pathway Lateral

Import / Export
Universal App

Pathway was developed to support the accurate collection and transfer of client materials related to lawyers leaving or joining a firm. Pathway streamlines the transfer or receipt of WorkSite documents to ensure that firms meet ethical obligations and allow lateral lawyers to begin working as quickly and efficiently as possible. Pathway uses a fully auditable and easy to understand review workflow. Pathway’s simple-to-use and intuitive interface provides the control and speed to easily identify and filter client materials and allows attorneys to maintain original folder structures throughout the export and import process.

Unique differentiators/features

Easy to use reviewer tool and executive level reports; Open format data structure to reuse with any system; Licensed per use, per user or at an enterprise level

Harbor

Refiler

Administrative Tools

This utility automatically refiles documents into workspaces based on client matter or other custom fields. Beneficial for clients where documents end up in the wrong workspace or in flat space. Beneficial for large flat space imports.

Unique differentiators/features

Able to run hourly to pick up documents that users add to flat space or the wrong workspace Able to re-file document profile information based on folder profiles/security

Target Market:

End user/Admins

Harbor

SendTo_iManage

Import / Export
Universal App

Allows importing of files from Windows Explorer. There is no longer a need to create a profile for each imported document and manually import. After right-clicking a file, the iManage enhanced File SaveAs dialog is displayed.

Unique differentiators/features

The easiest and most user-friendly of the import tools. Adds an extra right-click to the Windows Explorer SendTo menu. Can import individual files or entire folder structures. Displays the enhanced file save-as dialog to allow the end-user to choose a target document folder.

Licensing model:

Per client

Target Market:

End-users

Harbor

The Wall

Security / Rights Management

Ethical wall protection for iManage. This program protects sensitive information in conflict of interest situations. User may be able to lower your insurance premiums with this module in place.

Unique differentiators/features

Securing of documents authored or created by a walled user Easy to use Fast and lightweight Nothing to install on the desktop

Target Market:

Admin with the need for light ethical wall solution that is easy to use

Harbor

Workspace Helper

Administrative Tools

Allows for the global modification of workspaces based upon either xml or web-based templates. Tabs, search and document folders may be added, updated or deleted. Updating pre-existing objects may include reapplying security and/or profile data. The option exists to reapply profile data from the folder to all contained documents. Used in conjunction with matter centric implementations of iManage.

Unique differentiators/features

Economical solution to managing workspace and document folders. Can be run on a command line to automate modifying workspace structures as metadata for the workspaces change.

Licensing model:

Per client

Target Market:

Admin

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Products

Industry & Department

Resources

About

Harbor

AutoDelete

Desktop Importer

DocUnlock

DocuSign to iManage Integration

FolderAdd

i-Integrate

iExport

Pathway Lateral

Refiler

SendTo_iManage

The Wall

Workspace Helper

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