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 three types of workspace configurations, enabling flexible organization and tracking of legal documents within iManage storage directly from Legal Service Delivery applications.
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Integration Types and Usage
- Shared Workspace: Utilizes an existing iManage Workspace and folder structure to upload documents. This is useful for organizing documents by practice areas or shared legal matters. The system creates folders under a primary workspace folder based on the legal request or matter number and uploads documents there. Missing folders are automatically created as needed.
- Independent Workspace Using a Template: Creates a new Workspace for each legal request or matter using a predefined iManage template to maintain consistent naming and folder structures. Documents are uploaded into a specified folder path within this workspace, ensuring standardized organization.
- Independent Workspace Without a Template: Similar to the template-based independent workspace but without using a predefined template. Each legal request or matter gets its own workspace and folder structure based on a folder path provided, allowing for separate tracking and document uploads.
Key Configuration Attributes
Each integration type requires specific attributes to define how workspaces and folders are created and used:
- Library: Optional attribute to specify a library within iManage (not mandatory).
- Workspacetype: Mandatory attribute defining whether the workspace is Shared or Independent.
- TemplateID: Required for Independent Workspace using a template to specify the iManage template; not applicable for Shared Workspace or Independent without template.
- Folderpath: Specifies the folder within the workspace where documents are uploaded; mandatory for Independent Workspace types.
- SharedworkspaceID: Used for Shared Workspace to specify the existing workspace ID; not applicable for Independent Workspaces.
Practical Benefits for ServiceNow Customers
- Improved security and organization of legal documents by leveraging iManage storage capabilities within Legal Service Delivery workflows.
- Flexible document management options tailored to whether customers prefer shared workspaces for broader collaboration or independent workspaces for distinct matter tracking.
- Automated folder creation based on legal request or matter identifiers simplifies document classification and retrieval.
- Standardized folder structures when using templates ensure consistency across legal matters and requests.
By selecting the appropriate integration type and configuring the required attributes, ServiceNow customers can efficiently manage their legal documents with enhanced security and organizational clarity within the iManage platform.
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).