Kim + iManage

Scenario One: Integration for iManage Users

In-App Creation - Generate your document from within iManage.

If you’re an iManage user, creating new documents is straightforward. For example, when you need a new distribution agreement for a specific matter:

1. Start in iManage: Navigate to the matter you are dealing with.
2. Create a document from an automated template: Select ‘Create Document’ in the action menu. This will present a range of documents you can automate based on your access rights—from client engagement letters to NDAs and commercial contracts.
3. Single Sign-On (SSO) Convenience: If SSO is enabled, proceed directly to the document form. Without SSO, enter the access code provided.
4. Fill in a form with the characteristics of a transaction: The contract not only includes the right party names, etc., but it also contains logic to include the correct clause permutations based on the transaction.
5. Submit and Generate: Submit the form to auto-generate the document natively in MS Word, including formatting, styles and Table of Contents.
6. Review and Continue: The new document appears in the iManage workspace.

Scenario Two: Enabling Document Automation Outside iManage

Different teams operating in different systems want to generate a document but also save a version in iManage.

1. Integration with Other Systems: Suppose you’re using Salesforce. To initiate document creation, click a link within Salesforce.
2. Access Through Single Sign-On: If SSO is enabled, you’ll be redirected directly. If not, you’ll be sent a unique access code.
3. Fill in a form with the characteristics of a transaction: The contract not only includes the right party names, etc., but it also contains logic to include the correct clause permutations based on the transaction.
4. Submit and Distribute: Once submitted, the document is available in MS Word or PDF format. Meanwhile, it’s automatically filed back in iManage, ensuring it resides in the correct folder for auditing and compliance.