MacroAgility Systems, Inc.
About
MacroAgility is a leading iManage Partner, serving law firms and financial firms around the globe with the inventive developer of acutely relevant custom solutions for document management system optimization. MacroAgility strives to provide research-based, most innovative, cost-effective and innovative, customized DMS solutions based on the iManage platform.
MacroAgility’s Lotus2Outlook Tool streamlines Lotus Notes emails and Outlook emails within the iManage Work 10 application, bringing them together so users can view Lotus emails while working within this powerful DMS platform.
Unique differentiators/features
1. convert Lotus Notes Email Document to Outlook format
2. convert large or selected number of documents
3. Allows to save time and avoid inaccurate conversions
4. Allows to compare new and old versions; replace the original document, or keep the original to maintain original format
5. Avoids the slowdown of having to convert a document multiple time by keeping a permanent converted copy
6. Eliminates the need to switch the firm’s email to Outlook
7. Reconciles simultaneous Lotus Notes and iManage system usage
8. by converting Lotus DXL format to iManage-recognized Outlook MSG format
Target Market:
All
Product URL:
https://www.macroagilityinc.com/lotus2outlook/MacroAgility’s iSearchUI for iManage enhances the iManage advanced search capabilities and allows full text searches or metadata searches by selecting any number metadata to for the documents.
An advance search created specifically for your firm with easy-to-use Interface gives users exactly what they need and when they need it.
Unique differentiators/features
The Advanced search page is customizable based on the client's needs and can be deployed in the cloud so all users can access it via a URL with seamless login. All categories and captions can be modified.
Target Market:
All
iManage Solution:
(UAPP version 1.00.00.09+)
Product URL:
https://www.macroagilityinc.com/isearchui/MacroAgility Directory Synchronization Service performs repeated one-way synchronizations of the iManage Work Server with hierarchical directory services Okta, Azure AD and Active Directory
Unique differentiators/features
The service can perform continuous or scheduled imports of users and groups that are added to directories on remote domains. Using MacroAgility’s Directory Synchronization Service saves administrators time by automatically updating user information on iManage Work when changes are made on the above directory service. The service currently supports synchronization with the following directory services:
• Okta
• Azure AD
The software can be installed in the firm's private cloud, MacroAgility Cloud or on-prem. Installing on the cloud leaves one less server to manage.
MacroAgility’s Directory Sync works with both cloudimanage.com and Work cloud
iManage Universal API certified
iManage Solution:
Universal API
Product URL:
https://www.macroagilityinc.com/directory-sync/MacroAgility’s Export Master for iManage allows you to store, proliferate and archive essential documents quickly and easily to Fileshare.
Unique differentiators/features
Essential file transfers—even large ones—just got a lot easier with MacroAgility’s Export Master for iManage that is designed to make the exporting process fast and easy. You are able to schedule periodic transfers or customize a case-specific export of documents and folders from iManage Work to local system.
iManage Universal API Certified
Export All versions
Include the metadata of documents in standard readable formats
Avoid issues like long file path and invalid characters with simple option selection
Target Market:
All
Product URL:
https://www.macroagilityinc.com/export-master/MacroAgility Systems, Inc.
iSyncKit - iManage on-prem to iManage Cloud Migration
The MacroAgility iSyncKit for iManage allows for the seamless migration from on-prem to iManage cloud with a user-friendly interface.
The iSyncKit also provides tools required before and after migration, such as increasing the document number before the migration, automatically adding users to the non-billable group and manymore .
This migration software has a unique approach to automating the pre-migration, initial, delta and post-migration tasks to complete the migration project successfully and makes the process easy to follow.
Unique differentiators/features
1. Robust logging information enhances debugging and rectifying any migration errors.
2. Quick on Demand MacroAgility support is provided with our products to help you succeed.
3. iManage Universal API certified
4. Migrate all users, groups, roles, classes, Types, Customvalues, related documents, filling folders, My matters, My favourites, recent documents, recent Matters, disabled users, disabled groups, and disabled custom values.
5. Ability to migrate flat space documents
6. Fastest Collection and Migration performance with multithreading
iManage Solution:
Universal API, COM API and COM API & Database
Product URL:
https://www.macroagilityinc.com/uplift-migration/MacroAgility’s Import Master for iManage Imports documents and entire folders from a file system to iManage Work while maintaining directory structure and applying optional profiles and security during the process.
Unique differentiators/features
1. Import Master can be automated to run jobs on-demand and optionally pick up all new or modified documents and folders after the first import.
2. It works with any number of documents from network file shares, converting legacy document management systems, or addressing ongoing needs for importing content for new employees.
3. iManage Universal API Certified
Target Market:
All
iManage Solution:
Universal API
Product URL:
https://www.macroagilityinc.com/import-master/SyncTools software are designed to help you accomplish many tasks in iManage, such as bulk security updates, increasing the document number, Auto deleting documents in the trash based on the firm's policy and many more.
Unique differentiators/features
1. Perform Bulk Security updates on Workspace(s) and folder(s) including all subfolders folders and documents
2. Bulk Profile update on Workpace(s) and/or Folder(s) including all subfolders and documents
3. Automatically Move users to NON-BILLABLE group to avoid iManage charges
4. Ability to delete documents in the trash automatically or on demand that have been residing in trash for certain number of days.
5. Additional Tools which will be needed during uplift migration from iManage on-prem to iManage Cloud
iManage Solution:
Universal API
Product URL:
https://www.macroagilityinc.com/sync-tools/MacroAgility's Workspace Generator automates the process of generating workspaces for the iManage Document Management System. Capable of moulding itself to a firm's time and billing system. It generates workspaces independently, without any user input, automatically monitoring for the new client, matter and metadata information to create and update the profile information in iManage.
Unique differentiators/features
1. iManage cloud and on-premises certified
2. Web interface to set up jobs, manage and review created matters.
3. Out-of-the-box connector available for Clio, Soluno, LegalTracker, PCLaw, EasiLaw, Acumen, CSV file and more
4. Uses multithreading to create a large number of workspaces. Especially useful when creating tens of thousands of workspaces during uplift and onboarding new client to iManage cloud
5. The software allows for rollback by deleting the workspaces, a great feature for testing phase.
6. It can automatically update the workspace's name and profile information if the information in the time and billing system has changed.
7. iManage Universal API certified
Target Market:
All
iManage Solution:
Universal API, COM API and COM API & Database
Product URL:
https://www.macroagilityinc.com/workspace-generator/MacroAgility's iSyncKit for iManage is a Migration tool capable of performing FileShare Migration to iManage Work 10 On-Prem or to the iManage Cloud.
Unique differentiators/features
1. MacroAgility's FileShare to iManage Cloud software allows the collection of emails, documents, and folder structures from any file system.
2. Pulls the iManage profile information from the path dynamically and provides the ability to change the profile information after the files and folder metadata are collected.
3. It can run deltas regularly for any new files that are created or modified in FileShare.
4. iManage Universal API certified
Target Market:
All
iManage Solution:
Universal API, COM API and COM API & Database
Product URL:
https://www.macroagilityinc.com/fileshare-migration/The MacroAgility Reports Tool is a state-of-the-art SAAS application for iManage customers, designed to enhance the efficiency and depth of reporting across various metrics within the iManage environment. With seamless iManage integration, it can run many reports related to workspaces, folders, documents, users, groups, and custom values. This robust tool automates the data collection by periodically scanning the cloudimanage.com environment every x hours, ensuring that the most current data is used for report generation.
The dashboard reporting feature is compelling. It provides the complete iManage environment's insights into storage growth rates, total active billable users, document sizes, and files over 4GB, among other key data points. This is essential for managing storage and understanding user engagement.
Overall, MacroAgility's Reports Tool simplifies identifying large files and managing storage and provides a graphical view of data for easy comprehension and presentation. The quick generation of detailed reports based on metadata and the visual representation of storage trends make this tool an indispensable asset for iManage users aiming to optimize their document management and storage strategies.
Unique differentiators/features
SQL Scripting: The tool tackles the significant challenge encountered by iManage and SQL Administrators who transition to iManage Cloud, where they no longer can execute SQL queries to generate reports on the iManage Environment.
Instant Reports for Immediate Action: Get instant access to a variety of reports generated from the initial and delta scans. These reports offer valuable insights into your data, enabling administrators to make quick, informed decisions about data management strategies.
Comprehensive Analytics at a Glance: Get an unparalleled view of your digital landscape. Dashboard Reports offer monthly, quarterly, and annual insights into storage growth rates for documents, emails, and workspaces, enabling strategic data management decisions.
Efficient Resource Management: Gain insights into the total number and size of folders and files across workspaces. This detailed overview aids in managing digital assets more efficiently and optimizing your organizational structure.
Advanced Access Control and Security: Enhance your data's security by identifying specific access permissions for users or groups. Pinpoint workspaces and folders meet predefined security standards, ensuring your data remains.
Audit Documents with Ease: Conduct thorough audits with a searchable list of documents, including their profile details and checked-out status. This feature simplifies the tracking of document accessibility and management.
Efficient Change Tracking: In the iManage world, Workspaces, Folders, documents, security, etc., are constantly updated. Delta Collection regularly updates reports to reflect every change within the iManage Environment every few hours.
Visual Analytics: Graphical view for all reports, ideal for executive presentations and quick management reviews.
Storage Management: Aids in identifying and reducing storage footprints by targeting large file types.
Streamlined Trash Management: Keep your system clean by tracking documents in the trash bin, enabling efficient data cleanup and system optimization.
Proactive Monitoring: Facilitates proactive storage environment management.
Strategic Cleaning: Empowers users to clean up space-intensive file types efficiently.
Effortless Integration: Seamless use with iManage, designed for customer convenience.
Target Market:
All
Product URL:
https://www.macroagilityinc.com/ireports/Making Knowledge Work
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