Integrating Legal Service Delivery applications with iManage storage
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Summary of Integrating Legal Service Delivery applications with iManage storage
ServiceNow customers can integrate iManage storage with Legal Service Delivery applications to enhance file security and streamline document management. This integration supports organizing and uploading documents related to legal requests or matters within iManage workspaces, tailored to different organizational preferences and use cases.
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Key Integration Types
- Shared Workspace: Utilizes an existing iManage Workspace and folder structure to upload documents. It is ideal for organizing documents by practice areas or shared contexts. The application creates folders under an existing Workspace using the legal request or matter number, automatically creating any missing folders as needed.
- Independent Workspace using a Template: Allows tracking of each legal request or matter separately by creating a new Workspace based on a predefined iManage template. This ensures consistent folder names and structures. Documents are uploaded to a specified folder path within this Workspace.
- Independent Workspace without a Template: Similar to the templated approach but without using a predefined template. A new Workspace is created for each legal matter, and documents are uploaded to a folder specified in the folder path, allowing flexible folder structure creation.
How Each Integration Works
- Shared Workspace: Documents are uploaded under the existing Workspace’s primary folder, with subfolders created or reused based on the legal matter number. Example path: Legal (Workspace) > Folder > LR001.
- Independent Workspace with Template: A new Workspace is created using the specified template ID, maintaining consistent folder structures. Documents are uploaded to the defined folder path (e.g., Documents). Example path: LR001 (Workspace) > Documents (Folder).
- Independent Workspace without Template: A new Workspace named after the legal matter number is created, with folders established per the folder path field. Documents are uploaded to the target folder. Example path: LR001 (Workspace) > Documents (Folder).
Practical Benefits
- Improves security and organization of legal documents by leveraging iManage storage capabilities.
- Supports multiple organizational structures depending on whether shared or independent tracking of legal matters is preferred.
- Ensures consistency and automation in folder and Workspace creation, reducing manual setup and potential errors.
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).