imDocShare Sync

imDocShare Sync is designed to enable seamless synchronization of content across iManage and the Microsoft 365 ecosystem. It supports synchronization at every level - entire libraries, individual workspaces, folders and subfolders, and even specific files; giving firms complete control over how and where their content is synchronized.

Live Sync Architecture
iManage
System of Record · Governance · Compliance
Bidirectional Sync · Metadata · Permissions · Versions
imDocShare Sync
Full & Incremental · Scheduled or On-Demand
Governed · Secure · Audit-Ready
Microsoft 365
SharePoint · Teams · OneDrive · Copilot · Network Shares

Purpose of imDocShare Sync

The primary purpose of imDocShare Sync is to synchronize content between iManage and Microsoft 365 services, including SharePoint, Microsoft Teams, OneDrive, and Network File Shares. Organizations can configure one-way or bidirectional synchronization to ensure content remains accessible while maintaining governance and compliance.

imDocShare Sync allows firms to synchronize a single file or an entire hierarchy of folders and subfolders within a library or workspace. This granular approach ensures that only relevant content is synchronized, minimizing clutter while preserving folder structures, metadata, and document versions.

The key value proposition of imDocShare Sync lies in its ability to bridge iManage with Microsoft 365. Content can flow seamlessly between systems, allowing users to collaborate in their preferred platforms while iManage continues to function as the secure system of record.

4+
M365 Destinations
SharePoint, Teams, OneDrive, Copilot & Network Shares all supported natively
100%
Metadata Preserved
Folder structure, versions, iManage tags & permissions retained on sync
0
Extra DMS Licenses
Internal stakeholders collaborate in M365 without needing iManage seats

Why Firms Are Choosing imDocShare Sync?

Built for modern legal operations, imDocShare Sync goes far beyond basic integration, delivering true bi-directional, metadata-aware, and permissions-preserving (incl. Ethical Walls) synchronization across iManage, SharePoint, Teams, OneDrive, and Network Shares.

Key Highlights
Bi-directional or one-way sync with metadata & permission retention
Native Teams channel support (standard, private, shared)
Auto-move from Teams/OneDrive to iManage with links preserved
Linked Document mode – single source of truth in iManage
Move/copy with DocID retention & audit trails

Key Capabilities of imDocShare Sync

A comprehensive suite of synchronization capabilities designed to fit every firm's operational and governance model.

🔄 Core Synchronization Capabilities
One-Way & Bidirectional Synchronization

Firms can configure imDocShare Sync for one-way or bidirectional synchronization. This flexibility ensures that content changes made in SharePoint, Teams, or OneDrive can automatically synchronize back to iManage, or vice versa, depending on governance and operational needs.

iManage as the System of Record

While Teams and SharePoint are optimized for collaboration, iManage remains the firm’s secure compliance and governance repository. imDocShare Sync ensures that content edited in collaborative platforms is synchronized back to iManage for archiving, retention, and record-keeping.

Security, Governance & Access Control

imDocShare Sync ensures that document access is governed by iManage and Microsoft 365 security policies. Permissions, access restrictions, and compliance controls are maintained throughout the synchronization process.

💬 Modern Collaboration with Microsoft 365
Collaboration Starts in Teams & SharePoint

Modern collaboration often begins in Microsoft Teams and SharePoint, especially for external collaboration. imDocShare Sync, combined with the imDocShare Teams app, brings iManage content directly into Teams, eliminating the need for users to switch between platforms.

Eliminating the "Toggle Tax"

By surfacing iManage content inside Teams, imDocShare Sync eliminates the productivity loss caused by switching between applications. Users can view live iManage content or initiate a Quick Sync to bring specific files into Teams for co-authoring using native Microsoft 365 tools.

Automated Sync During Teams Provisioning

Administrators can preconfigure synchronization jobs when provisioning Teams. This ensures that content from an iManage workspace is automatically synchronized to the corresponding Team, allowing attorneys to collaborate entirely within Teams while imDocShare Sync manages content flow in the background.

🚀 Modernization & Migration
Network Share Migration

imDocShare Sync supports the migration of content from traditional network file shares into SharePoint and Microsoft Teams. For firms looking to retire network shares entirely, imDocShare Sync enables a structured and secure migration; particularly for inactive or historical matter workspaces into modern collaboration platforms.

Backup with SharePoint & ensure continuous access to DMS Content

imDocShare Sync can be used to back up iManage content to SharePoint. In the event of temporary iManage unavailability, users can continue accessing content from SharePoint, ensuring uninterrupted productivity.

Flexible User Workstyles & Productivity

A comprehensive suite of synchronization capabilities designed to fit every firm's operational and governance model.

Personal Workspace Synchronization with OneDrive

imDocShare Sync supports synchronization between iManage personal workspaces and OneDrive. This allows attorneys to access their personal content across devices while maintaining centralized governance.

iManage Workspace
OneDrive

Offline Access & Portability for Attorneys

By synchronizing personal workspaces to OneDrive, attorneys can work offline or while traveling. Once connectivity is restored, all changes are automatically synchronized back to iManage.

Working offline — edits saved locally
Reconnected — syncing to iManage ⟳

Corporate & Cross-Functional Collaboration

Corporate Legal Collaboration

imDocShare Sync enables corporate legal teams to share iManage content with internal stakeholders who do not have iManage licenses. Bidirectional synchronization allows collaboration in SharePoint or Teams while keeping iManage as the authoritative source.

Request a Demo
⚖️
Legal Team
iManage licensed users
⟷  Bidirectional Sync
🏢
Finance / HR / Sales
SharePoint or Teams — no DMS license needed

External & Client Collaboration

External Client Collaboration Using SharePoint Extranets

imDocShare Sync enables secure external collaboration through SharePoint extranets. Firms can provision client-facing portals where documents are synchronized with iManage, allowing clients to collaborate without compromising security or compliance.

Client-facing portals Security preserved Compliance maintained
🏛️
Law Firm
iManage DMS
⚙️
Sync Engine
imDocShare Sync
👤
Client Portal
SharePoint Extranet
🔒 Governance & compliance enforced end-to-end
Teams Shared Channel External
F
Firm User
Shared Contract_v3.docx from iManage
C
Client User
Made edits — syncing back to iManage now ⟳
↕ Synced to iManage · Version 4 created · Audit trail updated

External Collaboration Using Microsoft Teams Shared Channels

As an alternative to extranets, imDocShare Sync supports synchronization with Microsoft Teams shared channels. Firms can securely collaborate with external users within Teams while maintaining controlled synchronization with iManage.

External users in Teams Shared Channels supported iManage controlled

Bidirectional Sync for Client Editing & Version Control

Clients can edit documents directly in SharePoint or Teams using their own identities. imDocShare Sync automatically synchronizes changes back to iManage, creates new versions, and preserves audit trails.

Auto version creation Full audit trail Client identity preserved
📄
Agreement_Final.docx
Edited by client in SharePoint
↓ Auto-synced
v4
Client edits synced
Today · 2:14 PM
v3
Firm revisions
Yesterday · 4:50 PM
v2
Initial draft shared
Mon · 10:00 AM
🔒 Audit trail preserved in iManage

Ready to bridge iManage and Microsoft 365?

By synchronizing content across iManage, Microsoft 365, and Network Shares, imDocShare Sync empowers firms to collaborate securely, optimize storage, modernize infrastructure, and maintain compliance, without changing how users work.