Workspace Enterprise Manager

Process Automation

For: WorkSite

Current Version: 4.0 (2013)

Initial Release: 2006

Workspace Enterprise Manager integrates with Autonomy's iManage WorkSite matter-centric architecture and any SQL-based accounting system to automate the workflow for setting up new matter data, workspaces, organizational structures with WorkSite.

Highlights

Multi-library compatibility
Works with PC, Mac, iOS & Android based tablets
Real-time automation of matter creation process flow between accounting & WorkSite
Workspace creation from any pre-defined matter meta data from accounting

Features

The Workspace Enterprise Manager's workflow engine drives the creation of new clients and matters within WorkSite by monitoring an accounting system for newly opened matters.
The Workspace Enterprise Manager creates WorkSite workspaces for these new clients and matters based on the appropriate on the workspace template for the matter's properties.
The WEM can automatically perform subscriptions to workspaces for users identified by the accounting system as being associated with a new matter.
The WEM, after install, can identify and process all matters in the accounting system that have not had their matter data imported and/or workspaces created in WorkSite.