Workspace Generator

Workspace Challenges

Workspace Challenges

The iManage DMS is the new frontier of system performance and organizational productivity. But many legal firms, entrepreneurs and organizational leaders are searching for ways to speed up workspace creation.

To fill this need, MacroAgility has developed the Workspace Generator Tool, which automates workspace building according to templates and preset criteria.

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The Solution

With MacroAgility’s Automatic Workspace Generator, you can conveniently automate the generation of workspaces based on data definitions and templates, or by using data from any source.

Quickly generate new workspace templates from pre-existing templates or workspaces. Change folder structures during generation. Merge duplicate workspaces that match specific criteria.

Contact one of our consultants for to find out how you can take advantage of MacroAgility’s Workspace Generator, and put this efficient software to work for your firm.

iManage Workspace Generator
Workspace Generator

Workspace Generator Benefits

  • Efficiency and Speed saves significant time and resources during large migrations by using powerful multithreading techniques for accelerated generation of workspaces.
  • Flexibility provides extensive workspace customization options through iManage Control Center’s Workspace Templates to cater to varied organizational requirements.
  • Connectivity streamlines processes by seamlessly connecting to various time and billing systems.
  • Compliance ensures compatibility and certification with iManage solutions, providing peace of mind.
  • Control allows for scheduled and ad-hoc workspace management, adapting to the dynamic needs of businesses.
  • Versatility supports different operational modes to match the stage of deployment, whether testing or production.
  • Personalization enhances user satisfaction by offering tailored personal workspace adjustments and seamless integration with active iManage user accounts.
  • Security guarantees robust security configurations tailored to each workspace’s requirements.
  • Convenience web portal simplifies workspace management with an intuitive interface, reducing the learning curve.
  • Adaptability accommodates both cloud and on-premises deployments, offering broad scalability.
  • Productivity increases the efficiency of workspace management by running multiple jobs concurrently.

Workspace Generator Key Features

  • Workspace Creation and Metadata Management instantly creates workspaces with unique names, descriptions, and other metadata, allowing for dynamic metadata updates during workspace creation.
  • Enhanced Productivity with Multithreading accelerates workspace creation and updates through multithreading, which is essential for large-scale migrations.
  • Flexible Workspace Customization allows users to alter established workspace templates and folder configurations, and directly insert documents into designated templated folders within workspaces.
  • Workspace Maintenance Tools scan and remove empty folders within workspaces.
  • Out-of-the-Box Connectors offer built-in integration with major time and billing systems like Clio, Soluno, PCLaw, Lighthouse, Legal Tracker, Acumen, ESILaw, CSV File, SQL/ODBC, and others.
  • iManage Integration is certified for both iManage Cloud and iManage On-Premises environments.
  • Scheduled Automation programs the automatic creation, update, and deletion of workspaces.
  • Testing and Production Modes allow users to seamlessly toggle between testing and production environments.
  • Personalized User Workspaces auto-generate individualized workspaces and link to users’ “My Matters” list.
  • Robust Security Options provide tailored Access Control List (ACL) and security settings, with dynamic security adjustments based on custom job configurations.
  • Intuitive Web Interface simplifies setup and administration through a user-friendly web interface.
  • Streamlined Setup ensures swift and effortless deployment within the client’s environment, eliminating setup costs and supporting both MacroAgility Cloud and on-premises deployment.
Automatic Workspace Generation

Get the Workspace Generator Tool

Discover how MacroAgility’s Workspace Generator Tool can become part of your firm’s team, and liberate valuable work hours for more constructive use.

 

Contact one of our consultants to discuss how this matter-centric tool can be put to work for you.

Trusted By Many Professionals

Over 1 million professionals worldwide depend on the iManage Document Management System every day to efficiently process their legal documents and emails, and collaborate more fluidly. MacroAgility Systems has been a trusted advisor for many of these firms who have learned a new definition of efficiency using iManage DMS platform.

FMJ Testimonial

“I recently had the opportunity to work with MacroAgility on a critical project, migrating our on-prem iManage Filesite to the Cloud iManage. Throughout the project, MacroAgility consistently demonstrated a thorough and well-thought-out plan of attack for the migration. Their frequent communication regarding the process made us feel like we were a part of the process every step of the way. MacroAgility truly felt like a partner committed to the process and how it worked for our company individually. They ran efficient meetings to talk about progress and next steps while also being mindful of not wasting too much time. What I particularly liked about their approach was that everyone I worked with had a keen understanding of what they were dealing with. Any potential hiccups were acknowledged and resolved in a very timely manner. In summary, the experience was wonderful. The customer service was top-notch, the migration was well thought out and planned with great attention to detail. At our firm this project has been considered by many to be the smoothest software transition/migration they've experienced. I would absolutely recommend MacroAgility.”

Dan Ruzicka
IT & Facilities Manager / FMJ

Testimonial 9

“We first experienced MacroAgility's immediate help when we needed help with our DMS communication server after we migrated Microsoft Exchange to the cloud. A few months later, MacroAgility implemented iManage Share with our existing iManage Work DMS system. MacroAgitliy worked according to our schedule and completed the project in a timely fashion. We appreciate their assistance with our DMS technology needs, and we would recommend Macroagility to other firms.”

Steve Baer
Application Specialist at Pallet Valo LLP

Testimonial 8

“Due to ransomware attack, we took a paradigm shift to exchange and outlook online in the cloud. We thus faced the challenge of migrating the on-prem iManage to the cloud bearing in mind our unique environment. MacroAgility rose up to the occasion rendering prompt, efficient and exceptional services that saw to the successful and satisfactory restoration of services to a level much appreciated by the GN. We hope to be able to work with them on future initiatives.”

Roy Egbuna
Manager Informatics Projects at Government of Nunavut

Testimonial 7

"iManage was the right step to take for the Firm. Lawyers appreciate iManage functionalities and capabilities. iManage became even more important in the pandemic situation as it is hard to imagine managing legal cases not having iManage document management system in place. Working with the MacroAgility implementation team was an utmost professional and pleasurable experience. The MacroAgility systems team members, no doubt, are specialists at managing and organizing projects with delivering exceptional customer service. The Lawyers and Staff members were happy with the training provided by MacroAgility and found group and individual training sessions very educational and helpful. We will be looking to work with them again in the near future."

Lia Lomtadze-Dedina
Director of Business Operations at Filion Wakely LLP

Testimonial 5

"We were struggling with iManage integration with Gmail. MacroAgility were professional and patient and managed to resolve our issues and integrate our system. Super friendly, very professional and extremely competent"

Colin Short
Chief Information Officer at Adams&Adams

Testimonial 6

" We did not have the know-how to deploy iManage Work in-house. MacroAgility deployed a hosted instance of iManage Work for us. MacroAgility also provided training to our developer on the iManage SDK. Additionally, MacroAgiloity supported our deployment and answered our development questions. The deployment has gone well for several years. Macroagility is an iManage Work expert. It is a pleasure to work with them. They are very knowledgeable, use time productively and are very good communicators. We were fortunate to work with MacroAgility and recommend them heartily. "

Maureen Blando, PMP
President and COO at Mobile Helix

Testimonial 4

"Our technology services group excels in operational excellence and providing innovative solutions to our clients. MacroAgility was hired to work on a transformation project involving migration of our current DMS to iManage platform. MacroAgility’s expertise related to iManage experience, knowledge around various technical components and focus on client experience helped us tremendously."

Amit Bhagi
Director Enterprise Architecture at Borden Ladner Gervais (BLG)

Testimonial 2

"MacroAgility is proactive and tireless contributor who has in depth knowledge of WorkSite document management system and other iManage products. MacroAgility soft skills and a unique capacity for empathy has allowed them to motivate a team to care about its project. MacroAgility is always a go-to company for any WorkSite and development issues resolution and has demonstrated tremendous problem-solving skills."

Kim MacKay, PMP
National IT Project Manager at Gowling Lafleur Henderson LLP

Testimonial 1

"MacroAgility provided extremely valuable technical skills on our iManage Document Management System (DMS) Email Management and Desksite firm-wide implementation and rollout. MacroAgility was a technical key success factor in this high impact rollout."

Lynda Chandika Neil, PMP, MoP, CSM
PMO Leader, Business Driven Delivery at McMillan LLP

Awards and Certifications

Awards

System Engineer

iManage Certified System
Engineer

Awards

Upgrade

iManage Work 10.X
upgrade Certificate

Awards

Application

iManage Application
Essential Certification

Awards

Administration

iManage Hosted work
fundamentals and admin
certification

Awards

Technology

iManage Technology
Certification

Awards

Threat Manager and Security

Threat Manager and Security Policy
Manager Certification

MacroAgility’s Workspace Generator software works with the iManage Workspace generator tool to create a workspace according to incoming client information from the time and billing system, eliminating countless hours’ worth of mundane task labor and increasing firm efficiency dramatically

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Our Products

Firms using these broadly versatile products find them to be endlessly relevant to their daily operational needs. Each represents an extremely cost-effective means for firms of all sizes to explore full optimisation of this powerful document management system software.

Gmail2Work

MacroAgility’s Gmail2Work product integrates your Gmail and iManage usage, enabling you to manage Google email messages through iManage Work 10. Gmail2Work usage negates the need for costly exchange server, communication server, or EMM packages.

MacroAgility Export Manager

MacroAgility’s Export Manager dramatically simplifies mass and custom-criteria exporting of documents and folders to a local system. MacroAgility designed this application to provide law firms and financial firms with a quick and convenient way to export workspaces and folders from the iManage DMS.

MacroAgility Lotus2Outlook

MacroAgility’s Lotus2Outlook conversion tool lets you convert Lotus Notes files into Outlook format. Open and read these converted email documents in iManage. Convert them en masse, and do it quickly and accurately. Compare conversions and originals to decide which to keep. And avoid the obstacle of sorting through multiple conversions.

MacroAgility Workspace Generator

Our Workspace Generator Tool is automation software for a firm’s time and billing system. It automatically monitors incoming data for client and matter information related to the time and billing system, generating the workspace without any user assistance. And it updates the workspace name automatically, and matches it to your overall workspace scheme

Speak to one of our consultants today to discover how one or more MacroAgility custom-designed iManage integration products can enhance workflow and productivity at your law firm, corporate legal firm, or financial firm.

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