A leading Am Law 200 firm in Ohio set out to elevate its digital client experience and eliminate the operational drag caused by manually managing client extranets. The firm relied heavily on SharePoint-based client portals to deliver matter documents, contracts, invoices, and communications. But every update required attorneys to manually upload documents, verify versions, and ensure clients were seeing the right content.
To streamline operations and deliver real-time client experience, the firm deployed imDocShare Sync for connecting iManage and SharePoint.

The firm maintained numerous SharePoint Online extranets that clients used to access:

• Matter and case documents
• Contracts and agreements
• Invoices and billing details
• Status updates and correspondence

However, without automation, the extranets created pain points:

Attorneys had to manually upload new or revised documents

• Clients struggled to confirm if the version they viewed was the latest
• Document feedback cycles often reverted back to email
• Duplicate or outdated versions accumulated
• Governance and audit controls became harder to maintain

This challenged the firm’s ability to provide accurate, timely, and trusted client-facing information without burdening attorneys.

As SharePoint Online became the daily workspace for attorneys, a friction emerged: lawyers needed faster, more intuitive ways to locate documents stored in iManage. While imDocShare Web Parts enabled real time viewing and editing, attorneys increasingly expressed the need for a search first experience rather than navigating pages manually.

The firm implemented imDocShare Sync to automate synchronization between iManage, the firm’s DMS and SharePoint Online, the client-extranet platform.

The firm chose a one-way synchronization functionality, ensuring that client-ready updates flowed automatically from iManage to SharePoint.

• Attorneys continue working entirely inside iManage.
• imDocShare Sync identifies new or updated documents based on predefined rules.
• Documents are automatically pushed to the correct SharePoint client-extranet site.
• Clients accessing the extranet always see the most current version—no manual uploads or emails required.

The result: a seamless, automated content bridge that modernizes client collaboration.

Attorneys no longer need to upload files manually, manage email attachments, and track client-facing versions. iManage remains the single place where attorneys work, whereas imDocShare Sync handles everything else.

Clients accessing the SharePoint extranet always see the most recent contract, the latest invoice, and the current matter document. There is no need to ask, “Is this the latest version? The extranet always displays the most current file.

All authoritative versions reside in iManage. SharePoint hosts synchronized, client-facing copies.

This eliminates email silos, conflicting versions, lost updates, and untracked edits

The firm strengthens governance while enhancing client transparency.

Although the firm opted for one-way synchronization, imDocShare Sync also supports full bidirectional collaboration, enabling:

• Client redlines and comments captured directly in SharePoint
• Automatic syncing of edits back into iManage
• Faster negotiation and review cycles
• Zero dependency on email for document revisions

This provides a future pathway for more collaborative extranets.

Since implementation, the firm has achieved:

• Thousands of documents synchronized automatically
• Hundreds of workspaces integrated
• 160+ SharePoint Online extranets supported
• Flawless continuity through iManage Work to Cloud migration

This Am Law 200 firm’s move to imDocShare Sync showcases a modern, scalable approach to client collaboration, eliminating manual effort while enhancing document governance and client transparency.

By using iManage as the single source of truth, and SharePoint Online as the secure client-facing portal the firm has achieved:

• Real-time client updates
• Flawless version control
• Reduced administrative overhead
• A cloud-ready collaboration framework

The foundation is now set for future expansion into true collaborative extranets, where clients and attorneys work together seamlessly, without relying on email-driven workflows.