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
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Multi-library compatibility
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Works with PC, Mac, iOS & Android based tablets
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Real-time automation of matter creation process flow between accounting & WorkSite
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Workspace creation from any pre-defined matter meta data from accounting
Features
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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.
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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.
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The WEM can automatically perform subscriptions to workspaces for users identified by the accounting system as being associated with a new matter.
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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.