Integrating Legal Service Delivery applications with iManage storage
Summarize
Summarized using AI
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.
Summary of Integrating Legal Service Delivery applications with iManage storage
This guide outlines the integration of iManage storage with Legal Service Delivery applications to enhance file security. Customers can choose from three integration types based on their document management needs.
Show less
Key Features
- Shared Workspace: Use an existing workspace and folder for document uploads, allowing for organization by practice areas. Documents are uploaded under a specified folder hierarchy, created if not already present.
- Independent Workspace using a template: Create a new workspace for each request or matter using a predefined iManage template. This ensures consistent naming and folder structure for ease of tracking.
- Independent Workspace without a template: Similar to the above, but without a template. Workspaces are created based on user-defined folder structures, and documents are uploaded accordingly.
Key Outcomes
By integrating iManage storage, ServiceNow customers can securely manage legal documentation, ensuring organized and efficient storage that meets varying needs, whether through shared resources or independent structures. This flexibility supports better tracking and retrieval of legal documents.
Integrate iManage storage with Legal Service Delivery applications to provide more security to the files.
You can integrate iManage storage with Legal Service Delivery applications.
The three types of Integrations are:
- Shared Workspace — To use an existing Workspace and folder to upload documents, use the Shared Workspace when needed. For example, you may want to organize the documents by Practice areas. So, you’d follow a shared Workspace scenario where the legal request or legal matter related folders are created inside the existing Workspace and the documents are uploaded to the folders.
- Independent Workspace using a template — To track every request or matter separately and upload documents, use the Independent Workspace when needed. Using a pre-defined iManage template helps you maintain consistent names and folder structure for the Workspace in iManage. The documents are uploaded using the folder mentioned in the Folder_path field.
- Independent Workspace without a template — When you want to track every request or matter separately and upload documents respectively using the folder mentioned in the Folder_path field, use the Independent Workspace.
Shared Workspace
In Shared Workspace, workspaces are shared between the ServiceNow® users registered on iManage and iManage storage.
| Attribute | Optional/Mandatory | Sample Values (Manual input) |
|---|---|---|
| Library | Optional | None |
| Workspace_type | Mandatory | Shared |
| Template_ID | Not applicable | Not applicable |
| Folder_path | Not applicable | Not applicable |
| Shared_workspace_ID | Mandatory | Legal!123 |
- Folder structure: <folder>/${number}.
- How it works: When a document is uploaded, the application uses an existing Workspace (Legal) and reuses the primary folder. The application creates the folder under this folder hierarchy using the legal
request or legal matter number and uploads the document in this
path.The following example shows the document is uploaded in the specific folder.Note:If any of the folders don’t exist, then the application creates them first and subsequently uses them. In this example, it is ${number}.
Legal (Workspace) > Folder > LR001.
Independent Workspace using a template
| Attribute | Optional/Mandatory | Sample values |
|---|---|---|
| Library | Optional | None |
| Workspace_type | Mandatory | Independent |
| Template_ID | Mandatory | LegalTemplate!120 |
| Folder_path | Mandatory | Documents |
| Shared_workspace_ID | Not applicable | Not applicable |
- Folder structure: ${number}.
- How it works: The application creates a Workspace using the value provided in the folder structure field as the workspace name and creates the folders as defined in the template. In this example,
LegalTemplate!123 is the Template_ID that is used as the template. Then use the folder path provided in the Folder_path field to upload the document to the folder in the path. In this example, the document file is uploaded to
the Documents folder.
The following example shows the document is uploaded in the specific folder:
LR001 (Workspace) > Documents (Folder).
Independent Workspace without a template
| Attribute | Optional/Mandatory | Sample Values (Manual input) |
|---|---|---|
| Library | Optional | None |
| Workspace_type | Mandatory | Independent |
| Template_ID | Not applicable | Not applicable |
| Folder_path | Mandatory | Documents |
| Shared_workspace_ID | Not applicable | Not applicable |
- Folder structure: ${number}.
- How it works: The application creates a Workspace using the value provided in the folder structure field as the workspace name. The application then creates a folder using the Folder_path field
information and uploads the document to the last folder.
The following example shows the document is uploaded in the specific folder:
LR001 (Workspace) > Documents (Folder).