iManage DMS Extension
Vertec offers you the possibility to manage your documents with the iManage integration
How this feature creates benefits
The iManage DMS extension feature allows you to link and manage documents between your Vertec law firm software and the external document management system iManage. The integration allows you to keep track of project-related files and makes sure you can use the same documents in both Vertec and iManage DMS.
- Documents remain centrally saved in the DMS and are still visible in the Vertec project context
- Create transparency
- Avoid duplicate documents
Existing folder structures can still be used. Unify your data storage and create a consistent workflow across both systems. The solution is suitable for organizations with structured case or project files. It supports clear responsibilities and traceable document management.
This feature is available for both Vertec Cloud Suite customers and on-premises installations.
How it works
The extension connects projects or cases in Vertec with so-called workspaces in iManage. This creates a fixed association between objects in Vertec and the document structure in the DMS. Documents themselves are not saved in Vertec, but referenced.
Setup happens in several steps. First, the application is registered in the iManage system. Then, access credentials and technical parameters are stored in Vertec. A provided config set supports the integration and provides the necessary objects and settings.
In daily use, the solution works as follows:
Linking of projects and workspaces
- For a project or case, a workspace can be created automatically or manually in iManage. Alternatively, an existing workspace can be assigned
Workspace management
- It is possible to define whether new workspaces are always created, only based on a template or if only existing structures should be used
Access to documents
- Documents can be opened directly out of Vertec. Depending on the configuration, they can be accessed via the web client, the desktop application or a download link
Creating a workspace
- For each mandate or case in Vertec, a workspace project can be created in iManage. The logic of the function provides options on how and when workspaces are created, for example always, only with a template or not at all (only search for existing ones)
Individual folder structure
- The structure within the workspace is not pre-determined. It can be adapted to your internal preferences. In this way, your existing folder structure is maintained
The extension relies on the authentication of iManage. User rights are thus controlled in the DMS. Vertec only displays the referenced contents without creating its own document copies.
The iManage extension in our video
In this video, we show you how Vertec and iManage work smoothly together – structured, secure and efficient.
1:13 Min
Frequently asked questions
What exactly does “business-oriented law firm management” mean?
“Business-oriented law firm management” means that in addition to file management, deadlines and invoices, Vertec also provides you with all the important data for the economic management of your law firm. This is completed by our “best-of-breed” understanding of software and our practice-based industry expertise for the rapid development of individual functions. The concept is based on easily customizable functions, which yet cover 80 % of the industry's standard requirements.
With only little effort, your specific requirements can be implemented in your software solution quickly and easily. Vertec stands for industry expertise, developed together with our customers in Germany and Switzerland.
How do I control time entered on cases/projects for invoicing?
Many companies often use Excel for time and performance recording or other time tracking tools. Afterwards, this data is copied manually to Word for invoicing. Before invoicing, the back-office must obtain approval from the recorder or employee responsible for the performance delivered. After invoicing, it sends the invoice again for final approval. Often changes are made to texts or services entered.
Vertec helps you save a lot of time here. Approval procedures ensure that the correct services appear on the invoices and approval by the person responsible is granted. The services can be approved periodically and then blocked for further adjustments. Individually for each case or project, you can also implement any other approval procedures. You can, for example, approve individual services or grouped services on individual service lists. Once a month, the supervisor or responsible employee checks the services and releases them altogether for invoicing.
Your back-office or administration can see at a glance which services can be charged and which should remain open until the next billing cycle. By this approval procedure, fewer subsequent adjustments to invoices need to be made.
Also a plus: internal communication is reduced to a minimum.
How do I create an offer on a case?
You create a new offer on an existing case. You select the service types (performance) and assign them to the offer. The budgeting follows as the next step.
One clear advantage: Case and offer are linked directly, which helps you save valuable time.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
Is Vertec a software for lawyers?
Yes, Vertec is a law firm software that is specifically designed to run your law firm economically successful. Vertec is particularly suitable for modern law firms from 20 employees.
Vertec is available in On-Premises operation or runs in the Cloud Suite.
The scope of features ranges from collision checking to mandate management and deadline monitoring to individual invoicing processes, debt management and profit distribution.
In short, all typical processes that occur in a law firm on a daily basis are mapped.
As the ideal foundation for successful law firm management, Vertec helps you increase your productivity by providing you with just the tool you need to efficiently organize your law firm, digitize workflows and ultimately ensure smooth case and mandate management.
Vertec adapts to your processes – not the other way around.
What are the differences between a software for law firms and law firm management?
A software for law firms is a specialized software for lawyers that optimizes the everyday work of the legal professionals. For example, it continuously maps processes and thus creates transparency in your daily business. It focuses primarily on mandate-related and billing-relevant tasks.
Typical features include:
- File and Mandate Management
- Collision checks
- KYC
- Time tracking and recording
- Deadline monitoring
- Fee billing (e.g. via RVG in Germany)
- Debt management
- Document management
- Invoicing and controlling
Law firm management, on the other hand, describes the holistic organization and management of a law firm – in terms of legal, business administration and staff. A modern law firm software is part of efficient law firm management and contributes to smooth work.
The areas of law firm management also include:
- Organization of workflows and processes within the law firm
- Planning of staff on cases and mandates
- Controlling and analyzing relevant KPIs (such as turnover/billables, capacity utilization, profitability)
- Client retention
- Strategy and law firm business development
Law firm management is therefore to be considered in a more comprehensive way and goes beyond the purely legal features of a law firm software. Law firm management is the strategic and organizational approach that sees the law firm as a business enterprise that needs to be run economically successfully on the long term. Law firm software, however, is much more the operative tool for your daily work.
