Co-Flo is a cloud-native matter and operations management solution for law firms and corporate legal teams.
Built directly inside iManage, Co-Flo gives teams a matter-centric, single-pane-of-glass view into work in progress, financial metrics and staff workloads, so delivery issues are spotted early and addressed, team performance is enhanced and less time is spent reporting about work and more time is spent doing it.
For law firms, Co-Flo exposes the true cost and efficiency of delivering work against fixed fee or matter budgets, leading to fewer write-downs and better staff utilization. For legal departments, it means contract lifecycle management built specifically for Legal, plus Operational Intelligence that provides visibility and control over all work in progress.
All of this is delivered with the industry's leading document and email management and need-to-know security.
Unique differentiators/features
Work & Matter Management for Law Firms
- Native task creation, calendar management and key date tracking across the matter lifecycle
- Task templates that automate full task sequences for specific work types
- Billing and financial visibility, comparing fee estimates, work-in-progress and invoices against matter stage
- Matter-specific calendars synced with Microsoft 365, Outlook, To-Do and Planner
- AI monitoring of documents and emails to keep matter records current, with human approval before changes apply
- Real-time workload visibility for practice leaders, supporting reassignment during absences or workload shifts
- Personal, matter-centric dashboards for attorneys and fee earners
Operational Intelligence & CLM for In-House Legal
- Smart intake forms that capture requests and route them to the right team member automatically
- Pre-configured workflow templates for litigation, IP, compliance, HR and procurement
- Contract lifecycle management from intake through drafting, negotiation, execution and obligations
- Operational dashboards showing incoming work volume, work-in-progress status and bottlenecks
- Obligation extraction with automated renewal reminders and compliance deadline tracking
- Leadership reporting on SLA performance, workload trends and resource utilization
- Risk tagging with need-to-know security at user group and individual level
Licensing model:
Per User (Annual Subscription Fee)
Target Market:
Law firms, in-house legal departments, and risk, compliance and HR teams using iManage Work who need matter management, operational visibility and CLM within their existing iManage environment.
Customers:
Large Law Firms
Large Advisory Firms
Larger Corporate Professional Services Teams which include Legal, Compliance, Contracts, Employee Relations, Risk etc
iManage Solution:
Natively designed for iManage
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