1. Unified Experience
While top-tier DMS platforms provide advanced document capabilities, such as version control, AI-driven search, and security, their standalone use often forces users to toggle between systems. Integrating iManage with Clarra allows legal professionals to manage documents within the context of a case. Instead of hunting for files, they can access the right documents linked to tasks, deadlines, or events—all without leaving the case interface.
2. Contextual Workflows
Clarra’s event and task management is complemented by iManage's document linking. Actions such as creating court deadlines or review tasks can automatically reference the relevant agreement or filing stored in iManage. This enriches matter context, reduces administrative overhead, and prevents errors caused by siloed systems.
3. Compliance and Security
iManage ensures documents are stored with granular permissions, encrypted storage, and detailed audit trails, essential for protections such as ethical walls or data retention rules. Through Clarra, firms extend this compliance power to the entire matter lifecycle, from document redactions, court filings, communications, and billing to client collaboration—all captured in context.
4. Efficiency & AI
Leading DMS tools increasingly offer AI features, such as OCR, smart tagging, and intelligent search, that reduce administrative burden and accelerate document retrieval. Combined with Clarra’s automation, like templated folders, deadline reminders, and intake workflows, lawyers spend more time practicing law and less time managing files.
Clarra + DMS = A Winning Partnership
On its own, a DMS excels at managing documents securely and compliantly. But without a way to link those documents to deadlines, cases, billing, and tasks, its value remains siloed. Clarra bridges that gap, offering a complete case management solution with document integration at its heart.
By integrating with the iManage, Clarra delivers a unified, secure, efficient, and strategic system, ensuring legal teams access the right documents, at the right time, with the right context. It’s not just about managing documents and cases—it’s about managing both effectively.
