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Who are these sessions for?
What can I expect?
Register now
What is included in this course?
Meet the presenters
Who are these sessions for?
These sessions are for the innovators who shape, support, and roll out iManage in law firms, corporate legal departments, and legal operations teams. If you work in IT, knowledge and information management, legal knowledge and practice support, innovation, or technology adoption, this is your room.
Sessions are open to all customer organizations currently subscribed to iManage Cloud, with a maximum of two registrations per customer organization. iManage Partner and end user registrations will not be accepted.
What can I expect?
This is a two-day, hands-on, in-person event hosted and curated by iManage experts. The session is built around real-world use cases and challenges your users face every day, teaching you to listen for triggers and prescribe solutions to improve user efficiency with next-gen iManage platform.
This is a working session, not a lecture, so your engagement is what makes the two days worthwhile. All you need to bring is your laptop and a willingness to dive in. We will provide an environment where you can work.
Register now
Find a session below that works for your schedule.
Session breakdown
Expand each section below for an explanation of contents.
Welcome & system check
A welcome from the iManage team and a quick system check to get you ready to participate in the hands-on component of the event.
Day 1 - Get oriented
Stay on top of activity across every matter with the customizable homepage, widgets, hotkeys, and activity menu.
Day 1 - Finding answers
Accelerate diligence with Ask and natural language search across the next-gen iManage platform.
Day 1 - Office integration
Get work done wherever you are and whatever device you're using with the Zero Gravity experience.
Day 1 - Managing your inbox
Ensure the record is kept straight with suggested filing, send and file, and attachment saving.
Day 1 - Versions & comparisons
Trace a document through revisions, while understanding the impact each change with Compare.
Day 1 - See more at once
Review depositions and recorded meetings alongside a searchable transcript.
Day 1 - Gather & assemble
Quickly prepare and securely share a closing bundle using the Cart and Bundle Builder.
Day 2 - Review at scale
Review multiple documents lightning fast with Tables, and ensure draft documents meet your organizations standard position with Playbooks.
Day 2 - Share & govern
Securely share documents with outside counsel with full audit trail, access control and collaboration capabilities.
Day 2 - Your iManage, your tooling
Explore iManage MCP Server and learn how this standardized and open-protocol let's your AI tools securely read content inside iManage, without custom integrations.
Day 2 - Change & adoption
Develop a change, adoption, and support plan for next-gen iManage platform, including assessing plan impact.
Day 2 - Workflow design
Take real user challenges from complaint, through diagnosis, to an improved workflow solution with the next-gen iManage platform.
Day 2 - Additional Solutions
Overview of additional iManage tools which can be put to use in your organization to aid low-adopters (iManage Drive), ensure content remains governed during transfer (File Transfer Extension), and meeting users where they work (Microsoft Teams integration).
Day 2 - What's next
Explore iManage AI bundles, MCP server, and how recommended workflows keeps the choice of AI tools open for organizations, while still maintaining governance and the iManage system of record.
Day 2 - Leadership Q&A
Dedicated Q&A time with iManage leaders.
Meet the presenters
Each session will be run by iManage specialists from the iManage Customer Experience team, supported by additional iManage subject matter experts from across the organization.
Lucy Melendrez-Diaz
Senior Manager of Business Innovation - iManage
Lucy has been working in the legal software and services industry for over 20 years. She focuses on leveraging her time as a lawyer into working with our customers to ensure users are achieving optimal value. She is passionate about ensuring that we capture the voice of the lawyer in developing workflows that apply to the practice of law.
John Hogan
Senior Consultant - iManage
John has been a consultant for iManage since 2011. A trusted expert in adoption of iManage solutions, John is dedicated to enthusiastically assisting iManage users to enhance their professional workflows.
Phyllis Chow
Senior Consultant - iManage
Phyllis has been a consultant for iManage since 2012. A go-to specialist for driving adoption in the legal industry, she is passionate about helping iManage users improve how they work.
Tonya Wingfield
Senior Technology Change Consultant - iManage
With over 25 years experience across legal, real estate, and non-profit, Tonya helps people embrace change with clarity and confidence. She specializes in leading change initiatives that empower organizations to make the most of their technology investments.