iManage organizes documents by matters and clients, providing legal professionals like you with a single source of truth for all relevant files and communications. Think of a Client folder as a filing cabinet; everything about this client is stored here. Matters represent individual cases related to the client, acting as cabinet dividers for each case. Within Matters, the traditional folder and file structure resembles any file management system, with folders storing various files and emails. For instance, a corporate merger matter contains all related contracts, correspondence, and due diligence documents in one workspace.

This matter-centric approach streamlines collaboration, ensures that everyone is working with the latest information, and boosts productivity by keeping all related content centralized and accessible.

iManage organizes documents for knowledge workers like you by providing a single source of truth for all relevant content. Think of a Department folder as a digital filing cabinet—everything related to a specific department, project, or line of business is stored here. Workspaces act like dividers within that cabinet, containing folders that store various files and emails. Depending on your company’s choice, Department may be referred to as something else at your organization, such as Business Unit or Client. Additionally, Workspaces may have different names, such as engagement or project.

Inside each Workspace, you’ll find a familiar folder and file structure, making it easy to store and retrieve documents, correspondence, and supporting materials. For example, a Workspace dedicated to your company’s compliance department could have folders for regulatory filings, compliance checklists, legal correspondence, and policy documents, all in one Workspace.

This workspace-centric approach streamlines collaboration, ensures that everyone is working with the latest information, and boosts productivity by keeping all related content centralized and accessible.

Depending on your permissions, you may be able to create new Matters, or they may be automatically created for you.

From the 'My Matters' or 'Recent Matters' list, select the 'New Matter' option. You will be prompted to enter the required information, such as ‘Name’, ‘Library’, ‘Template’, and ‘Owner’, in the displayed dialog box.

Type a name for your Matter. If your firm has more than one library, select the library where you want to locate your matter from the library list. Your last selection is automatically remembered, saving you time if you regularly create matters in the same library.

In the Template list, select a matter template. Templates provide a predefined list of folders for the matter. To save time, the last template you used is automatically selected. Choose the ‘Select Folders’ button to preview the folders defined within the template. Some templates have required folders that will automatically be created with the matter. You can choose to add any optional folders individually by selecting the checkbox next to them. Choose ‘Select Visible’ to automatically select all the folders. This is particularly useful when there are lots of optional folders available.

Select an owner for the Matter. This will default to you, although you can use the search field to change this to another user. You can select the ‘Add to My Matters’ check box to add the matter to your ‘My Matters’.

Matter properties are pre-defined by your Administrators to support your organization. These fields may be required or optional depending on how they’ve been set up.

The Security section displays the security settings as defined in the template. Depending on how your Administrator has set the security up, you can modify the ‘Default security’ for the matter and use the search box to define permissions for specific users or groups.

When you’re ready, select 'Create'.

Depending on your permissions, you may be able to create new workspaces, or they may be automatically created for you. As a reminder, your organization may use a term other than workspace, but you can follow along by noting the navigation symbol.

From the 'My Workspaces' or 'Recent Workspaces' list, select the 'New Workspace' option. You will be prompted to enter the required information, such as ‘Name’, ‘Library’, ‘Template’, and ‘Owner’, in the displayed dialog box.

Type a name for your Workspace. If your organization has more than one library, select the library where you want to locate your workspace from the library list. Your last selection is automatically remembered, saving you time if you regularly create workspaces in the same library.

In the Template list, select a workspace template. Templates provide a predefined list of folders for the workspace. To save time, the last template you used is automatically selected. Choose the ‘Select Folders’ button to preview the folders defined within the template. Some templates have required folders that will automatically be created with the workspace. You can choose to add any optional folders individually by selecting the checkbox next to them. Choose ‘Select Visible’ to automatically select all the folders. This is particularly useful when there are lots of optional folders available.

Select an owner for the Workspace. This will default to you, although you can use the search field to change this to another user. You can select the ‘Add to My Workspaces’ check box to add the matter to your ‘My Workspaces’.

Workspace properties are pre-defined by your Administrators to support your organization. These fields may be required or optional depending on how they’ve been set up.

The Security section displays the security settings as defined in the template. Depending on how your Administrator has set the security up, you can modify the ‘Default security’ for the workspace and use the search box to define permissions for specific users or groups.

When you’re ready, select 'Create'.

As a Senior Partner at a law firm, Priya is constantly navigating a sea of shared files and workspaces.  Her challenge is finding the right document at the right time without the endless back-and-forth of “Can you share that file?”. Fortunately, iManage Work offers two powerful features that streamline her workflow, boost efficiency, and enhance collaboration.

First, My Matters (or My Workspaces or My Projects depending on what your organization calls it) is a collaboration gamechanger! My Matters is central to iManage Work, providing a structured way to access key files and workspaces. With a simple right-click, Priya can ‘Add to My Matters’ for easy organization or ‘Remove from My Matters’ to keep her list clutter-free.

Beyond personal organization, My Matters enhances collaboration by granting shared access. By Priya sharing her Matters:

• Her assistant can prepare materials ahead of meetings,
• New team members can onboard quickly,
• And everyone works from a single source of truth, reducing duplication and confusion.

Sharing is simple: Priya clicks ‘Share Access’ at the top of her My Matters list.

• A dialog box appears, and she can select users, such as Samantha (a Partner at the firm), and David (an Associate at the firm).
• She can also adjust permissions, giving Priya a great way to control how others can interact with her My Matters list, and ensuring that the right people have access to the right information.

Samantha and David can then view Priya’s shared Matters under their own My Matters list, streamlining collaboration and efficiency.

Second, My Favorites is a digital fast lane for Priya’s most-used files. It keeps those files, emails, folders, and matters just one click away, saving time and effort. Instead of hunting for key documents, she creates shortcuts in My Favorites to, for example:

• Quickly access the template she updates every Monday morning,
• Keep a critical report at her fingertips, ready whenever her boss asks, and even
• Always have the reference guide for a complex process within reach.

Adding an item is simple—Priya right-clicks (or selects the kebab menu) and chooses ‘Add to My Favorites’. She can also categorize  favorites by priority or project for better organization.

My Matters and My Favorites aren’t just features—they’re productivity powerhouses. By reducing time spent searching for files and ensuring seamless collaboration, Priya can focus on high-value work instead of administrative tasks.

For more information, visit iManage Guide at docs.imanage.com.

Try it today and transform the way you work.

As General Counsel at an Oil and Gas company, Aaliyah is constantly navigating a sea of shared files and workspaces.  Her challenge is finding the right document at the right time without the endless back-and-forth of “Can you share that file?”. Fortunately, iManage Work offers two powerful features that streamline her workflow, boost efficiency, and enhance collaboration.

First, My Workspaces (or whatever your organization calls it) is a collaboration gamechanger! My Workspaces is central to iManage Work, providing a structured way to access key files and workspaces. With a simple right-click, Aaliyah can ‘Add to My Workspaces’ for easy organization or ‘Remove from My Workspaces’ to keep her list clutter-free.

Beyond personal organization, My Workspaces enhances collaboration by granting shared access. By Aaliyah sharing her Workspaces:

• Her assistant can prepare materials ahead of meetings,
• New team members can onboard quickly,
• And everyone works from a single source of truth, reducing duplication and confusion.

Sharing is simple: Aaliyah clicks ‘Share Access’ at the top of her My Workspaces list.

• A dialog box appears, and she can select users, such as Morgan (her colleague at the company), and Charlie (Legal Counsel for the company).
• She can also adjust permissions, giving Aaliyah a great way to control how others can interact with her My Workspaces list, and ensuring that the right people have access to the right information.

Morgan and Charlie can then view Aaliyah’s shared Workspaces under their own My Workspaces list, streamlining collaboration and efficiency.

Second, My Favorites is a digital fast lane for Aaliyah’s most-used files. It keeps those files, emails, folders, and workspaces just one click away, saving time and effort. Instead of hunting for key documents, she creates shortcuts in My Favorites to, for example:

• Quickly access the template she updates every Monday morning,
• Keep a critical report at her fingertips, ready whenever her boss asks, and even
• Always have the reference guide for a complex process within reach.

Adding an item is simple—Aaliya right-clicks (or selects the kebab menu) and chooses ‘Add to My Favorites’. She can also categorize favorites by priority or project for better organization.

My Workspaces and My Favorites aren’t just features—they’re productivity powerhouses. By reducing time spent searching for files and ensuring seamless collaboration, Aaliyah can focus on high-value work instead of administrative tasks.

 For more information, visit iManage Guide at docs.imanage.com.

Try it today and transform the way you work.