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.

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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.

M365 Destinations

SharePoint, Teams, OneDrive, Copilot & Network Shares all supported natively

100%

Metadata Preserved

Folder structure, versions, iManage tags & permissions retained on sync

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

Secure External Collaboration

Move & Copy Content Without Losing Doc IDs

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🔄 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.

Intelligent Filename Handling

imDocShare proactively detects SharePoint path and filename limitations before attempting synchronization of iManage content, and automatically handles them to ensure seamless operation. This includes automatically normalizing or truncating filenames that exceed SharePoint’s character or path length limits, while preserving the original file name in a SharePoint metadata column so the iManage name is never lost, only the SharePoint-visible filename is adjusted.

Exception Management & Noise Reduction

imDocShare Sync includes intelligent exception tracking and suppression logic. Repetitive issues are grouped, categorized, and surfaced as a single actionable exception rather than flooding operational logs, significantly reducing alert fatigue for IT and operations teams.

Enterprise-Scale Operational Logging

The platform provides a detailed log file for each Sync job, capturing error category, severity level, and time for every event. This structured logging makes it significantly easier for operational teams to isolate true synchronization failures versus informational or previously acknowledged exceptions.

Retry & Recovery Logic

Transient failures including network interruptions, API throttling, and temporary lock conditions are automatically retried using built-in retry policies, eliminating the need for manual intervention and ensuring synchronization continuity without administrative overhead.

Governance & Compliance Controls

Because many firms use imDocShare Sync in highly regulated environments, the platform is built with enterprise compliance at its core. Supported controls include metadata synchronization across iManage Profile fields and SharePoint Columns, permission sync with support for iManage SPM (Ethical Wall alignment), detailed audit logging, and selective sync and exclusion policies. Several firms also leverage imDocShare Sync specifically to reduce operational overhead caused by legacy synchronization tools that struggle at scale with iManage-to-SharePoint integrations.

💬 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.

Within iManage without Losing Doc IDs

imDocShare Sync lets you move or copy entire libraries, workspaces, folders, or individual files between iManage libraries, while every Doc ID, version, and permission stays exactly where attorneys expect to find it.

See imDocShare Sync in Action

We offer a focused architecture session covering sync design, operational controls, and real-world law firm deployment scenarios.

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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.

Automated Backup Continuous Access Zero Productivity Loss iManage → SharePoint

iManage DMS

Primary document source

Primary

Sync Engine

SharePoint

Backup & fallback layer

Synced

If iManage unavailable

👤

Users

Access continues uninterrupted

Active

Enabling User Behavior Flexibility

Users can work in the platforms they are most comfortable with while imDocShare Sync ensures content is synchronized back to iManage. This approach supports adoption, minimizes change management challenges, and maintains compliance.

Outlook Teams SharePoint → iManage

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.

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⚖️

Legal Team

iManage licensed users

⟷ Bidirectional Sync

🏢

Finance / HR / Sales

SharePoint or Teams — no DMS license needed

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

Firm User

Shared Contract_v3.docx from iManage

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

Client edits synced

Today · 2:14 PM

Firm revisions

Yesterday · 4:50 PM

Initial draft shared

Mon · 10:00 AM

🔒 Audit trail preserved in iManage

We offer a focused architecture session covering sync design, operational controls, and real-world law firm deployment scenarios including how firms are handling SharePoint limitations, Teams collaboration, and business continuity.

Request a Demo

END-USER imDocShare LICENSE AGREEMENT

This is a Legally binding agreement between you (either an individual or a single entity) and KLoBot, Inc. (“KLoBot”) for the “imDocShare” Software and associated media and printed materials, and many include online or electronic documentation for imDocShare Software Product or imDocShare Software (collectively “imDocShare”). By installing, copying or otherwise using imDocShare, you are agreeing to be bound by the terms and conditions of this agreement, including imDocShare license and disclaimer of imDocShare software warranty below. Please read this document carefully before using imDocShare. If you do not agree with the terms and conditions of this agreement you should not install or use imDocShare.

1. GRANT OF LICENSE; imDocShare USE RESTRICTIONS.
In consideration for your payment of any applicable license fee for imDocShare, KLoBot hereby grants to you a personal, non-transferable (except as expressly provided in Section 4 below) and non-exclusive right to use and execute imDocShare on a single Microsoft Office 365 SharePoint Online Tenant or Microsoft SharePoint on-premises farm (collectively “tenant”), without right to sublicense imDocShare. Under no circumstance may you store, use or allow the use of imDocShare in any manner on more than one tenant at a time. You agree that you will not reverse engineer, decompile or disassemble any portion of imDocShare. If you dispose of any media or apparatus containing imDocShare, you will ensure that you have completely erased or otherwise destroyed any imDocShare contained on such media or stored in such apparatus. Except as expressly provided in Section 4 below, you may not distribute, lease, transfer for profit, loan or otherwise convey imDocShare or any portion thereof to anyone.

2. COPYING RESTRICTIONS.
In order to effect your license rights hereunder, you may install imDocShare by copying it onto the tenant for use thereon, and you may make full or partial copies of imDocShare, but only as necessary for backup or archival purposes. You agree that

(i) your use and possession of such copies shall be solely under the terms and conditions of this Agreement, and

(ii) you shall place the same proprietary and copyright notices and legends on all such copies as included by KLoBot on the authorized copy of imDocShare that you downloaded from the imDocShare web site.

3. OWNERSHIP OF imDocShare AND MEDIA.
You agree and acknowledge that KLoBot transfers no ownership interest in imDocShare, in the intellectual property in any imDocShare or in any imDocShare copy, to you under this Agreement or otherwise, and that KLoBot and its licensors reserve all rights not expressly granted to you hereunder. After you pay any applicable license fees and/or the purchase price of the applicable KLoBot, you will own the media on which imDocShare was originally provided to you hereunder and on which you subsequently copy imDocShare, but KLoBot and its licensors shall retain ownership of all imDocShare and copies of imDocShare or portions thereof embodied in or on such media.

4. TRANSFER RESTRICTIONS.
If you transfer ownership of imDocShare you may transfer imDocShare and all licenses and rights in imDocShare granted to you under this Agreement to the transferee provided that:

(i) such transferee agrees in writing to accept the terms and conditions of this Agreement, and

(ii) you also transfer all imDocShare, including all copies thereof, to such transferee. Except as provided in this Section, you may not sublicense, transfer or assign this Agreement or any of your rights or obligations under this agreement, in whole or in part.

5. U.S. GOVERNMENT USERS.
If imDocShare is acquired by or on behalf of an entity of government of the United States of America, the following provision applies: U.S. GOVERNMENT RESTRICTED RIGHTS LEGEND. Use, duplication or disclosure of SOFTWARE by the Government is subject to restrictions as set forth in FAR 52.227.19( c)(2) or subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer SOFTWARE clause at DFARS 252.227.7013 and/or in similar or successor clauses in the FAR or the DOD or NASA FAR Supplement. Unpublished rights reserved under the Copyright Laws of the United States. Contractor/manufacturer is KLoBot, Inc.

6. EXPORT RESTRICTIONS.
The software is exported from the United States in accordance with the Export Administration Regulations. Diversion contrary to U.S. law is prohibited. You agree that you will not:

(i) export or re-export the software, directly or indirectly, to Iran, Syria, Sudan, Cuba or North Korea; or

(ii) release the software to a person on the denied persons list, unverified list, entity list, specially designated nationals list, debarred list or nonproliferation sanctions list (see http://www.bis.doc.gov/complianceandenforcement/liststocheck.htm ). The foregoing obligations will apply to you unless the Office of Export Licensing of the U.S. Department of Commerce has granted authorization to you in writing for the export or re-export of the software. Your obligations under this section shall survive any termination of this Agreement.

7. ENFORCEMENT OF TERMS; TERMINATION.
If you fail to fulfill any of your material obligations under this Agreement, KLoBot and/or its licensors may pursue all available legal remedies to enforce this Agreement, and KLoBot may, at any time after your default of this Agreement, terminate this Agreement and all licenses and rights granted to you under this Agreement. You agree that KLoBot licensors referenced in imDocShare are third-party beneficiaries of this Agreement and may enforce this Agreement as it relates to their intellectual property. You further agree that, if KLoBot terminates this Agreement for your default, you will, within thirty (30) days after any such termination, deliver to KLoBot or render unusable all imDocShare originally provided to you hereunder and any copies thereof embodied in any medium.

8. DISCLAIMER OF SOFTWARE WARRANTY.
KLoBot PROVIDES imDocShare TO YOU AS IS AND WITHOUT WARRANTY OF ANY KIND, EXPRESS, IMPLIED OR OTHERWISE, INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY ANY KLoBot EMPLOYEE, REPRESENTATIVE OR DISTRIBUTOR WILL CREATE A WARRANTY FOR THE imDocShare, AND YOU MAY NOT RELY ON ANY SUCH INFORMATION OR ADVICE.

9. INTELLECTUAL PROPERTY RIGHTS PROTECTION.
If any third party brings a suit against you that is based on a claim that imDocShare, solely as furnished to you under this Agreement, constitutes direct infringement of any patent issued by, or copyright registered in, the United states, KLoBot shall defend such suit or proceeding and shall pay any damages and costs finally awarded therein against you with respect to such matter, provided that you promptly inform KLoBot of any such claim, furnish KLoBot with a copy of each communication, notice or other action relating to the alleged infringement and give KLoBot the authority, information and assistance necessary to settle, compromise or litigate such suit or proceeding. Following notice of a claim or a threatened or actual suit, KLoBot may, without obligation to do so, at KLoBot sole option:

(a) procure for you the right to continue to use imDocShare as furnished,

(b) replace or modify imDocShare to make it non-infringing, or

(c) discontinue your license for imDocShare and refund to you any license fee that you paid for it, less a reasonable value for use, determined by prorating such license fee on the basis of a thirty-six (36) month straight line depreciation method, applied to the period of actual use.

KLoBot shall not be obligated to defend or be liable for costs and damages if the infringement or claim thereof arises out of:

(i) use or combination of imDocShare with products or data not provided by KLoBot,

(ii) use of other than the latest unmodified release of imDocShare made available to you by KLoBot if such infringement would have been avoided by the use of such release of imDocShare,

(iii) modification of imDocShare by anyone by KLoBot,

(iv) use of imDocShare after receiving notice, or having reason to believe, that imDocShare infringes a patent or copyright of a third party, or

(v) a claim based on any portion of the Windows(r) software that may be included with imDocShare.

THE FOREGOING STATES YOUR EXCLUSIVE REMEDY AND KLoBot ENTIRE LIABILITY WITH RESPECT TO INFRINGEMENT OF ANY PATENT OR COPYRIGHT BY imDocShare, AND KLoBot SHALL HAVE NO LIABILITY WITH RESPECT TO ANY OTHER INTELLECTUAL PROPERTY RIGHT.

10. GOVERNING LAW.
This Agreement shall be governed by and interpreted in accordance with New Jersey law, excluding its choice of law rules.

11. TECHNICAL SUPPORT TERMS.

Definitions.As used herein the following capitalized terms have the meanings set forth below:

“Correction” means, without limitation, a workaround, maintenance release, patch and/or documentation change, as KLoBot deems appropriate.
“Defect” means a material failure of imDocShare to operate substantially in accordance with the applicable user guides and reference manuals.
“Update” means a maintenance or minor release of imDocShare that provides corrections or performance improvements, is designated by KLoBot as an Update and is generally made available to all KLoBot technical support customers.
“Upgrade” means a major release of imDocShare that provides new features or functional enhancement, is designated by KLoBot as an Upgrade and is generally made available to KLoBot Premium technical support customers.

Technical Support.

During any 12/24/36-month support period for which you have pre-paid the required premium support payment, KLoBot will provide you:

Notification, if you have requested to be notified, when Updates are available for downloading from imDocShare website at www.imDocShare.com ;
Notification, if you have requested to be notified, when Upgrades are available for downloading from KLoBot’ website; and
Access to My imDocShare Support Portal on KLoBot’ website through which you may:

- Download Updates when commercially available;
- Download Upgrades (Premium technical support customers only) when commercially available;
- Report Defects in imDocShare and obtain Corrections as described herein and in accordance with the types of response and timing referenced on KLoBot’ website;
- Request General advice on implementation, operation, functionality and use of imDocShare as described on KLoBot’ website;
- Participate in community forums, review KLoBot’ extensive knowledge base and obtain usage tips and other useful information regarding imDocShare, including up-to-date information on current releases, product compatibility, restrictions, enhancements, workarounds and fixes; and
- Access on-line documentation regarding imDocShare, including application notes that include installation instructions, release notes and Frequently Asked Questions (FAQs).

Defect Correction.

When you report a suspected Defect in imDocShare to KLoBot using its My imDocShare Support Portal, KLoBot will attempt, based upon information provided by you, to recreate the suspected Defect. If the Defect is confirmed, KLoBot will use commercially reasonable efforts, given the nature and scope of the Defect, to make available to you through the My imDocShare Support Portal a Correction in accordance with the guidelines set forth on KLoBot’ website. KLoBot will make available to Premium technical support customers live chat, telephone call back and live meeting support as appropriate and warranted to confirm Defects and develop Corrections.
KLoBot will not be responsible for correcting Defects in any release of imDocShare other than the most recent release of imDocShare, provided that KLoBot shall continue to support the prior release superseded by recent release for a reasonable period sufficient to allow Premium technical support customers to implement the newest release or until the end of the current non-Premium technical support period.
You agree to implement within a reasonable time all Corrections provided by KLoBot hereunder.

Limitations.

KLoBot will not be obligated to provide technical support relating to problems, errors or malfunctions caused by

malfunction of the computer system and communications network on which you have installed and are using imDocShare,
other software installed in the same SharePoint environment not licensed pursuant to this Agreement,
any use of imDocShare in disregard of any known adverse consequences, including without limitation the failure of user to make appropriate backups, warning messages, and other written instructions,
any modification to imDocShare not authorized by KLoBot,
Mainstream Support of a given SharePoint Platform has been retired by Microsoft, or
any other cause not attributable to KLoBot.

Renewal of Support.

KLoBot provides the first year of basic technical support for no additional charge. Unless renewed in accordance herewith, basic technical support will cease on the last day of the 12-month support period that commenced upon the effective date of imDocShare license.
For an additional fee, you may obtain Premium technical support. Unless renewed in accordance herewith, Premium technical support will cease on the last day of the support period for which you have paid the additional Premium technical support fee.
Support fees for additional support periods must be paid in advance on or prior to last day of the support period for which you have paid the required support fee.
Approximately forty-five (45) days prior to the termination of the then current support period, KLoBot will invoice you for renewal of technical support. The support fee due for the next support period shall be KLoBot’ then current applicable list price for renewal of technical support as of the date of invoice.
KLoBot reserves the right to withdraw technical support of imDocShare, and to alter the prices, terms and conditions for technical support in advance of any renewal of support. Any such withdrawal or alterations will become effective as of such renewal date.

Reinstatement of Support.

If you allow technical support to expire, in order to reinstate support of imDocShare, you may be required to pay to KLoBot a reinstatement support fee, the then current annual support fee, and, If you are not licensing the then current release of imDocShare, an upgrade license fee for the current release of imDocShare.
Required Identifier.

In order to access My imDocShare Support Portal you must provide the identifier issued to you when you licensed imDocShare. Upon entry of such identifier access will be granted if you have paid in full the required maintenance fee.
Termination of Technical Support.

Notwithstanding Section 4 above, resale, assignment, or transfer of the technical support provided by KLoBot is strictly prohibited and will be grounds for termination of the technical support.

imDocShare Sync

Purpose of imDocShare Sync

Why Firms Are Choosing imDocShare Sync?

Key Capabilities of imDocShare Sync

See imDocShare Sync in Action

Backup with SharePoint & Ensure Continuous Access to DMS Content

Flexible User Workstyles & Productivity

Enabling User Behavior Flexibility

Offline Access & Portability for Attorneys

Corporate Legal Collaboration

External & Client Collaboration

External Client Collaboration Using SharePoint Extranets

External Collaboration Using Microsoft Teams Shared Channels

Bidirectional Sync for Client Editing & Version Control

imDocShare Sync

Purpose of imDocShare Sync

Why Firms Are Choosing imDocShare Sync?

Key Capabilities of imDocShare Sync

See imDocShare Sync in Action

Backup with SharePoint & Ensure Continuous Access to DMS Content

Flexible User Workstyles & Productivity

Enabling User Behavior Flexibility

Offline Access & Portability for Attorneys

Corporate Legal Collaboration

External & Client Collaboration

External Client Collaboration Using SharePoint Extranets

External Collaboration Using Microsoft Teams Shared Channels

Bidirectional Sync for Client Editing & Version Control

imDocShare

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