RBRO Solutions Inc.
About
A premiere iManage Partner since 2003 and trusted globally by over 400,000 business users, RBRO Solutions is dedicated to helping organizations get the greatest value from their business content and work processes by extending the power of their iManage Work solution. With over 700 iManage engagements, RBRO applies best practices and know-how to simplify iManage implementations, upgrades and migrations. RBRO transforms how organizations get work done with adoptable and scalable improvements in business efficiency and agility that integrate seamlessly across corporate systems, adding value to the iManage Work solution and enabling you to decrease your overall cost of ownership by simplifying tasks and empowering users.
The latest addition to the Nucleus lineup, Assistant is built for everyday admins providing the ability to search for content and perform and track targeted or mass operations. Built for everyday admins, Assistant provides the ability to search for content and perform and track targeted or mass operations.
Designed to enhance the iManage Work10 ecosystem, Assistant provides effective delegation of key capabilities to IT support teams of varying responsibilities. The solution includes the ability to quickly locate relevant content and execute targeted operations against individual items, client/matter groups, or entire libraries across geographic boundaries based on provided search criteria.
Assistant helps users go beyond the basics of productivity and helps them discover contextually relevant content faster ro empower users in iManage’s cloud-based knowledge management system. User benefits include increased efficiency, enhanced stability, and easier troubleshooting and review.
Unique differentiators/features
Multi-server / Multi-libary: Save time by searching and performing operations across multiple libraries in iManage servers all at once. Benefits include increased efficiency and reduced risk.
Web-Based Platform: Install on one utility server and your administrators can then access it from any accessible device. Benefits include enhanced stability.
Optimized Task Engine: Large scale operations once triggered do not tie up user machine resources. Benefits include increased efficiency.
Universal API compliant: Compatible with any modern iManage Work 10 environment (including cloudiManage.com). Benefits include general compatibility.
Full Task Run Details: Ability to review any updates performed by any Assistant user at any time, as well as review errors and challenges. Benefits include easier troubleshooting and review.
Intuitive User Interface: Familiar feel but with enhancements to maximize the ease of use. Benefits include increased efficiency.
Granular Profile Updates: Change metadata in a controlled way without removing extra or existing values that you may want to keep. Benefits include increased efficiency.
Grant or Deny Access: Adjust security without exposing content or blocking access inadvertently. Benefits include reduced risk.
Move Documents: Relocate content to where it belongs, no matter where it currently resides within a library, and keeping the environment tidy. Benefits include increased efficiency.
Full Detailed Audit Log: See exactly what changes were made to content, by whom, and why. Benefits include reduced risk.
Revert Specific Changes: Undo errors without the risk of undoing end-user-triggered changes. Benefits include reduced risk.
Update Docs and Containers: All primary content can be updated with a single solution and targeted independently. Benefits include increased efficiency.
Update subfolders and documents: No need to wait for the Refiler service to pick up changes to parents or otherwise avoid discrepancies in your content’s metadata. Benefits include reduced risk.
Licensing model:
Based On Seat Count, In Tiers
Target Market:
All iManage Work admins
Customers:
Law firms
corporate legal departments
financial services
accounting
other professional services
iManage Solution:
iManage Work, iManage Work 10 compatible (UAPP version 2.03.00+)
EasyFolders empowers users to create folders within workspaces, while maintaining standardization through a “firm approved” list of folders and structures. Provides administrator tools for creating standardized templated folder structures made available to specific users and groups and a client tool for applying template folders to workspaces.
Unique differentiators/features
Administrators can control who has access to add any set of folders; Administrators can control which WorkSpaces sets of folders can be added to; Allow certain users to add custom folders to all or selected WorkSpaces; Custom folders can be limited to a certain level within the WorkSpace structure; Users can add the folders that they require without risk of misconfiguring the folder; Provide managers with the ability to create custom folders in WorkSpaces that they are responsible for (limits Administrator involvement); EasyFolders ensures that specific users can add folders to all or specific WorkSpaces.
Licensing model:
Per User In Tiers
Target Market:
All Firms With IManage Work, Power Users, Administrative Staff
iManage Solution:
WORK
Product URL:
https://www.rbrosolutions.com/products/easy-folders/EasyID provides the ability to add or remove customized document identification information in MS Word, right from the ribbon.
Unique differentiators/features
Automatically add iManage document profile information to the header, footer, or body of Word Documents.
Licensing model:
Per User In Tiers
Target Market:
All Businesses with IManage Work
iManage Solution:
iManage Universal API
Import documents and entire folders from a file system to iManage Work with just a few clicks. An intuitive tool to allow users to bring their own documents into iManage Work, while ensuring required metadata is applied.
Unique differentiators/features
Allows selected files and folder structures to be easily moved or copied into iManage work preserving their original structure and also tagging their original location in the Comments field.
Licensing model:
Per User In Tiers
Target Market:
All Firms With IManage Work, Power Users, Administrative Staff
iManage Solution:
WORK (UAPP version 2.01.00+)
Product URL:
https://www.rbrosolutions.com/products/easy-import/Automate the process of exporting documents and entire workspace folder structures from iManage Work. Export allows administrators to configure the scope of the export task and have it run at a specific time or on a scheduled basis, reducing downtime and the impact on the allocation of IT resources.
Unique differentiators/features
Bulk Export: Generate bulk export of Workspaces to accelerate processes and boost overall operational efficiency.
Handle Long Filepaths: Move files with long filepaths to truncated folders and bypass Windows limitations, while simultaneously maintaining data integrity during export.
Include or Exclude Folders: Choose whether or not to include or exclude search folders or empty folders for export. Specify exclusion criteria based on folder profile.
Customize Document and Workspace Names: Build custom names for exported folders or files based on profile fields.
Generate Profile Datasheet: Produce a profile datasheet detailing information about the exported content.
Secure: Empower support admins to run the export tasks without needing to give them any elevated permissions to the content
Latest or All: Choose to export the latest or all versions of the document
Re-export: Update content by re-exporting without creating duplicates or create another export by adding a suffix to the filename
Licensing model:
Per User In Tiers
Target Market:
All Firms With IManage Work, Power Users, Administrative Staff
iManage Solution:
iManage Universal API
Automates the process of exporting documents and entire workspace folder structures to a file system. Exports important document metadata to a file for added ease in the import process or for later reference.
Unique differentiators/features
Identify content to export via ODBC compliant data sources, use existing workspace folder structures or dynamically build export folders based on metadata.
Licensing model:
Per User In Tiers
Target Market:
All Firms With IManage Work, Power Users, Administrative Staff
iManage Solution:
WORK
HAVEN is a cloud service that provides rapid access to iManage content in the case of a significant event that prevents users from accessing their Work product through normal means. With HAVEN, users can maintain business continuity, leaving IT resources with the freedom to focus on quickly restoring normal access.
Licensing model:
Based On Seat Count, In Tiers
Target Market:
All Businesses using iManage Work
iManage Solution:
iManage Universal API
Product URL:
https://www.rbrosolutions.com/products/haven/HelpdeskAssistant provides the ability to selectively grant help desk staff the ability to perform typical help desk functions without requiring full administrator access to iManage Work.
Unique differentiators/features
Allows Helpdesk staff to provide WorkSite support without full Administrator access; Remote Check-in, Unlock and Refile functionality; Find and add Workspaces to users’ shortcuts lists; Refile selected WorkSpaces quickly; Modify security and profile information independently; Verbose audit trail that logs all actions performed through HelpdeskAssistant.
Licensing model:
Per User In Tiers
Target Market:
All Firms With IManage Work, Power Users, Administrative Staff
iManage Solution:
WORK
An essential migration tool, Import Management – Documents performs mass imports of external documents into iManage Work. Import from any DMS or file system in a flash! Import directly into existing workspaces and folders or create new ones. Add or maintain metadata and security on imported documents with ease and efficiency.
Import Management – Email migrates email content from PST files, Exchange public folders, and user inboxes into iManage Work, while maintaining the same mail-based structure.
Unique differentiators/features
Migrate content from disparate sources to the correct destination in iManage Work by matching elements of folder paths and filenames with iManage metadata. Capable of performing an initial migration, then allowing time for validation of data followed by a quick delta migration closer to the go-live date.
Licensing model:
Based on seat count, in tiers
Target Market:
All iManage Work clients who need to perform a mass migration of content
Customers:
Law firms
corporate legal departments
financial services
accounting
other professional services
iManage Solution:
iManage Work, iManage Work 10 compatible
Product URL:
http://bit.ly/RBROimportmanagement{"markup":"
Link Interceptor provides the ability to seamlesly reroute existing links when documents have moved between libraries. Administrators can define new targets for the moved documents and enable content to be accessed without changes to the original link.
","blocks":{"contentData":[],"settingsData":[]}}
Unique differentiators/features
{"markup":"
Intercepts a variety of link types like NRL, IWL, DRF, and PCDocs.
","blocks":{"contentData":[],"settingsData":[]}}
Licensing model:
Based On Seat Count, In Tiers
Target Market:
All iManage Work Clients
iManage Solution:
iManage Universal API
Easily move content between iManage Work libraries while maintaining metadata integrity and all shortcuts. Automate Archive tasks to move content based on a pre-set retention schedule. Handles all metadata and shortcuts while consolidating or archiving content between iManage Work libraries.
Licensing model:
Based on seat count, in tiers
Target Market:
All iManage Work clients that need to move content between libraries. Consolidations, Archives, Legal Holds
Customers:
Law firms
Corporate legal departments
Financial services
Accounting
Other professional services
iManage Solution:
iManage Work, iManage Work 10 compatible
Product URL:
http://www.rbrosolutions.com/transportLink2DMS integrates popular, non-integrated applications with iManage Work regardless of file type. Essential files from litigation software, patent forms, court documents, online forms and even images from non-integrated applications can be saved, opened, and e-filed easily within iManage DMS with this robust tool.
Unique differentiators/features
Administer Applications for all users centrally from on-premise or cloud Nucleus server.
Reduces risk and increases matter/engagements/projects visibility by allowing non-integrated documents to be saved within iManage Work.
Improves productivity and streamlines the e-filing process.
Allows users to integrate with applications that are not natively integrated with iManage Work.
Directly upload documents from the DMS to websites and download documents from web browsers to the DMS—activity is automatically dated, tracked, and detailed.
Licensing model:
Per user, in tiers
Target Market:
iManage Work customers
Customers:
Law firms
corporate legal departments
financial services
accounting
other professional services
iManage Solution:
iManage Universal API
Moving to the iManage cloud? Getting to there just got a whole lot easier.
- Shift in minutes rather than days
- Eliminate multiple SFTP uploads and disk shipments
- Shift when you want (no scheduling delays)
- Ensure uninterrupted productivity on 'go-live'
- Reduce costs
Unique differentiators/features
- Synchronizes on-premise content to the cloud
- Create/update users, groups, metadata and history 'on the fly'
- Transfer user settings, content shortcuts and linked folders
- Accessed through simple web-based interface
- Monitor synchronization activities via mobile device
- Automatic roll-back of UAT activities
Licensing model:
Per number of documents and destination libraries
Target Market:
iManage customers moving from on-premise to iManage Cloud
Customers:
Law firms
Corporate legal departments
Financial services
Accounting
Other professional services
iManage Solution:
iManage Work, iManage Cloud
Product URL:
http://bit.ly/RBROliftandshiftMigrate email content from PST files, Exchange public folders, and user inboxes into iManage Work, while maintaining the same mail-based structure.
Unique differentiators/features
Configure migration tasks to import email from multiple PST files at the same time and also to run on multiple machines concurrently to expedite the time to migrate large amounts of email.
Licensing model:
Based On Seat Count, In Tiers
Target Market:
All IManage Work Clients Who Need To Migrate Email From PST Files, Exchange Public Folders Or Personal Mailboxes In Bulk
iManage Solution:
WORK
Product URL:
http://www.rbrosolutions.com/mailportEasily copy documents and whole folder structures within iManage Work with QuickCopy. Enables end-users or helpdesk personnel to easily move documents between workspaces and copy or move documents and folders from one library to another.
Unique differentiators/features
Server-side task can migrate document history to copied documents to maintain a complete audit record.
Licensing model:
Per user in tiers
Target Market:
All firms with iManage Work, power users, administrative staff
Product URL:
http://www.rbrosolutions.com/quickcopyIncluded with the purchase of RBRO’s WorkspaceManagement solution or available separately, MetadataManagment allows firms to customize and change the metadata across the entire iManage Work system. This product provides the ability to view, edit, and add iManage Work custom values, document classes, and document types across all connected libraries simultaneously.
Unique differentiators/features
Allows specific metadata values to be updated and then propagated from a central management interface without having to refile using FileSite or DeskSite.
Licensing model:
Based On Seat Count, In Tiers
Target Market:
All IManage Work Clients Who Need To Be Able To Easily Modify And/Or Update Their Existing IManage Metadata
iManage Solution:
WORK
Migrate is a one-stop Extract, Transform, Load (E.T.L.) tool for everything related to iManage data and content movement. This powerful data processing tool uses the latest iManage APIs and features to maximize migration velocity and ensures the smoothest possible transition. Whether you’re looking for an uplift to Cloud iManage, consolidating data between two disparate libraries or servers, archiving, or importing from other sources, Migrate has you covered.
Licensing model:
Per-user in tiers
Target Market:
All Businesses With IManage Work
iManage Solution:
iManage Universal API
Transport Auxiliary Cache (AC) enables a secure on-premise or cloud-based repository to host a continuously updated copy of information from iManage Cloud or iManage on-premise repositories, providing read-only direct access to facilitate operations not normally available. Transport AC can also act as an independent backup for additional assurance.
Unique differentiators/features
- Monitor for changes on the iManage repository.
- Copy content, relevant metadata and security to the Auxiliary Cache repository.
- Notify administrators of the sync task via emails.
- Ensure the Auxiliary Cache repository accurately represents content from the cloud.
- Facilitate validation requests from administrators for ranges of documents.
- Enable administrators to generate a range of reports about the content of the Auxiliary Cache respository.
Licensing model:
Based On Seat Count, In Tiers
Target Market:
All iManage Customers
Customers:
Law firms
Corporate legal departments
Financial services
Accounting
Other professional services
iManage Solution:
iManage Universal API
ReFiler enables your firm to refile documents to the correct locations based on iManage Work metadata and templates. This product moves orphan documents sitting in the flat space into the appropriate workspace folder matching selected metadata values.
Unique differentiators/features
File documents from the flatspace or file selected documents based on any criteria; Locate WorkSpaces and folders to be filed based on matching metadata; Additionally file to appropriate template folders based on a combination of criteria; Update document metadata and security to match their newly filed locations; Merge, update, or reset metadata when it differs between the filed document and its filing location; Automatically create a default filing folder when a matching folder cannot be located; ReFiler can automatically move documents to their correct location based on the metadata on the document; ReFiler can be configured to file only documents that are not currently in folders, without affecting documents that have already been filed; When a document is refiled to a particular folder, it can have its metadata and/or security updated with varying levels of granularity.
Licensing model:
Per User In Tiers
Target Market:
All Firms With IManage Work, Power Users, Administrative Staff
iManage Solution:
WORK
Product URL:
https://www.rbrosolutions.com/products/refiler/A virtual recycle bin that enables users to easily retrieve inadvertently deleted documents without the assistance of an administrator. Includes automated tasks to take the labor out of monitoring and cleaning up the system.
Unique differentiators/features
Admin facility allows administrators to manage recycle bin items for all users. Wide variety of criteria available to identify expired content. Integrates with Records Management systems to support content destruction.
Licensing model:
Per User In Tiers
Target Market:
All Firms With IManage Work, Power Users, Administrative Staff
iManage Solution:
WORK
Product URL:
https://www.rbrosolutions.com/products/safedelete/Simplify the generation, management, and governance of iManage Work workspaces and their associated templates. Workspace Management allows for total administrative control of iManage Work workspace structures through an intuitive visual interface and ensures that workspaces maintain the same structure as their associated templates.
Unique differentiators/features
Automate Workspace Generation/Updates: On a scheduled or adhoc basis, automatically generate new workspaces based on pre-configured data definitions and templates, or pulled from multiple external or internal sources, such as Matter Management System or Finanancial/Accounting Software.
Ad-hoc Workspace Generation/Updates: Empower users to create new Workspaces and associated metadata via the iManage Work web interface based on Admin-approved Workspace templates.
Utilize and Apply Workspace Structures: Create new workspace templates based on existing templates and save time by accelerating the setup.
Control Existing Templated Workspaces: Associate existing workspaces with Workspace Management templates for easy updates.
Granular Update Options: Easily change or update workspace structures, security, and metadata across multiple libraries. Update metadata and security on workspaces, folders, and documents not associated with a template.
Restructure Workspaces: Automatically move sub-folders and their files from one folder to another.
Standardize Workspace Structure: Maintain the structure, profile and security of workspaces so that they consistently match their assigned template.
Licensing model:
Based On Seat Count, In Tiers
Target Market:
iManage Work Clients
Customers:
Law firms
Corporate legal departments
Financial services
Accounting
Other professional services
iManage Solution:
iManage Universal API
ShortcutsManagement provides users with the ability to select from a list of firm approved structures for organizing shortcuts on their workspace shortcuts list. Backup and restore shortcuts and automatically deliver shortcuts based on iManage Work metadata.
Unique differentiators/features
Ability to create advanced categorization schemes based on queries to WSM connected applications such as time and billing/accounting systems as well as iManage databases.
Licensing model:
Per User In Tiers
Target Market:
All IManage Work Clients Who Wish To Provide A Structured Method For End Users To Categorize And Manage Their IManage Work Shortcuts (My Favorites/My Matters/Engagements/Projects)
iManage Solution:
WORK
Be sure user modifications to iManage Work documents are always saved back to the DMS. SureSave checks in document changes directly to iManage Work using any save method.
Unique differentiators/features
Works for virtually all applications. No need for special integration into individual apps.
Licensing model:
Per User In Tiers
Target Market:
All Firms With IManage Work, Power Users, Administrative Staff
iManage Solution:
WORK
Product URL:
https://www.rbrosolutions.com/products/suresave/Transfer is the ideal solution for moving live content across libraries and archiving Workspaces with ease. Automate mass movements of matters driven by an external source, streamline and expedite processes, and save on administrative time.
Unique differentiators/features
Choose to retain docnums when moving folders or Workspaces across libraries.
Optionally preserve or inherit profile/security from the destination folder when moving folders.
Declare documents as records on the destination.
Automatically roll back partially transferred content.
Create missing metadata, users, and groups when migrating content across libraries.
Temporarily enable disabled metadata on the profile to facilitate transfer.
Licensing model:
Per User In Tiers
Target Market:
All Business using iManage Work
iManage Solution:
iManage Universal API
Syngrafii iManage Link is a seamless, cloud-based integration of Syngrafii’s iinked Sign™, Video Signing Room™ (VSR™) and iinked Seal™ (remote online notarization) product suite into the iManage platform. With Syngrafii’s iinked Sign™ and Video Signing Room™ integrated video signing capabilities embedded as an iManage Universal App within the iManage experience, users can easily create, view, and monitor the status of documents in signing packages. By having everything in one place, continuous workflows are enabled without the need for context switching.
Unique differentiators/features
Secured two-way flow of documents between Syngrafii and iManage.
Create and manage Syngrafii signing packages by directly associating them with a Workspace, as well as placing the signing package within the Workspace.
Automatically save signed documents and master files into iManage.
SaaS cloud-based solution.
Licensing model:
Per-user in tiers
Target Market:
All Businesses with iManage Work
iManage Solution:
iManage Universal API
Empower your support staff to bulk import Windows files and folders into iManage Work by targeting the right workspaces using profile information from datasheets.
Unique differentiators/features
- Import will identify the workspaces based on unique identifying profile values as specified in the datasheet and import the content on the Windows file path into the identified workspace
- It can match the folder name with existing folders or create any non-matching folders
- Maintain the integrity of your top-level folders by importing your non-matching top-level folders to a different folder
- Specify the Author and Operator for individual workspaces via the datasheet
- Perform delta import when content has been modified and import as a new version or replace the original
- Automatically inherit the profile and security from the parent location
- Import viewer displays all the content imported via a task, including errors or warnings.
- Useful filters on the import viewer to aid you in finding and auditing the imported content
Licensing model:
Per user in tiers
Target Market:
All businesses using iManage Work
iManage Solution:
iManage Universal API
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