iManage Workflow

If your team is still routing contracts by email, chasing down missing metadata, or manually uploading documents to iManage after the fact, this demo is for you. In this video, Micro Strategies walks you through a complete workflow and document intake solution built inside iManage using Nintex. Watch how a simple intake form triggers an automated process that gets documents into iManage, assigns metadata, builds folder structures, kicks off a review workflow, and updates document status automatically at every stage. What you'll see in this demo: ☑️ A contract review request submitted through an intake form, with supporting documents attached ☑️ Automatic folder structure creation inside iManage based on the request data ☑️ Metadata assignment at intake, including client and matter information assigned during the validation step ☑️ A multi-step review and approval workflow with escalation and notification built in ☑️ Document status updating automatically as the request moves through the process ☑️ How external requesters can feed documents into iManage without being given access to your repository Who this is for: This solution is built for law firms and corporate legal departments that need a structured, auditable way to manage incoming document requests and route them through a review process without relying on email, manual filing, or tribal knowledge. The result: Incoming requests are captured. Documents land in the right place with the right metadata. Review workflows run automatically. And your team spends less time managing the process and more time doing the actual work. Want to see what this could look like for your organization? Visit https://go.microstrat.com/l/921963/2026-05-13/3f8wxt.