Ability to bulk create/edit/update Microsoft Teams, Channels & Tabs empowered with iManage Work Server/iManage Cloud content using imDocShare Tab & Sync.
Seamless Microsoft Teams Management with iManage Integration
imDocShare Provisioning revolutionizes collaboration by enabling bulk creation, editing, and updating of Microsoft Teams, Channels, and Tabs, seamlessly integrating with iManage Work Server or iManage Cloud. This intuitive solution leverages the power of imDocShare Tabs and Sync to streamline governance and enhance productivity.
Client extranets
Client Extranet Provisioning for Law Firms
TodayMost firms still build client extranets by hand. Every request goes to IT, sites end up looking different, permissions drift, and months later nobody is certain who still has access to a matter that closed.
With usimDocShare Provisioning fixes that. Create a secure, branded client site for any matter, linked to the right iManage workspace, and decide exactly who sees what. It runs inside your firm's own Microsoft 365, with no AI components.
From request to cleanup, in five steps
Every stage of a client site's life is handled in imDocShare.
1Create
Every client site starts the right way
Each site is built from a template your firm has approved, with your branding and naming standards. The requester picks the iManage client and matter, chooses a template, and adds the people who need access, all in one short form. The client can log in as soon as the site is ready, and every site looks the same without anyone building one by hand.
2Share
Clients see only what they should
Share one folder or a single document instead of the whole site. Outside users are clearly marked, and a banner flags anything shared differently from the rest of the site. Your firm decides how open each site can be. Requesters pick only from the options you allow, and no site can be more open than your Microsoft 365 settings permit.
3Expire
Access ends when the work does
Set access to expire after 7 days, 30 days, or on a specific date. It is removed automatically when that date arrives, so nobody has to remember to revoke it. Check any person or group to see what they can access, how it was granted and when it ends, then change it on the same screen.
4Audit
A clear record of every action
The audit report shows who viewed, downloaded, edited, or shared each document, when and where. Filter by date, person, or activity, and export to Excel. When a client or auditor asks what happened to a file, you have the answer in a few clicks.
5Clean up
One place to manage it all
Client access, invitations, and activity reports are all handled in imDocShare. So is cleanup: imDocShare removes expired and orphaned guests along with their permissions, and retires sites for closed matters, so stale sites and leftover access do not pile up. Your KM, IT, and innovation teams stay in control without learning SharePoint or working in it day to day.
Manual SharePoint extranet setup compared with imDocShare Provisioning
| Area | Manual SharePoint setup | imDocShare Provisioning |
|---|---|---|
| Setup time | Every request goes to IT and each site is built by hand. | One short form and an approved template. The client can log in as soon as the site is ready. |
| Permissions | Sites end up looking different and permissions drift. | Requesters pick only from the options you allow. No site is more open than your Microsoft 365 settings permit. |
| Expiry | Someone has to remember to revoke access. | Access expires after 7 days, 30 days or on a specific date, and is removed automatically. |
| Audit trail | Months later, nobody is certain who still has access. | Who viewed, downloaded, edited or shared each document, when and where, exportable to Excel. |
| Admin location | Day-to-day work inside SharePoint. | One place in imDocShare, with no need to learn SharePoint. |
Client data stays in your own Microsoft 365. Trusted by 50+ law firms worldwide, imDocShare is built by KLoBot Inc., SOC 2 Type II and ISO 27001:2022 certified.
See it with your own matters
Book a 30-minute demo and we will walk through creating a client site, setting access, and pulling an audit report.
Dynamic Microsoft Teams and Channels Management
Streamlined Team Provisioning Templates
- Create new Teams, Channels, and associated Sync Jobs or Tabs using Microsoft Team Provisioning templates.
- Ensure consistency and governance by automating setups based on pre-defined templates.
Bulk Operations for Maximum Efficiency
- Simplify team management with bulk actions to create, update, or delete Teams, Channels, Tabs, and Channel Sync Jobs.
- Reduce administrative overhead with scalable solutions tailored to dynamic business needs.
Client Extranet Portal Integration
- Configure a robust Client Extranet portal in Microsoft 365 SharePoint Online.
- Leverage seamless Sync job integration for real-time content synchronization and collaboration.
- Intapp Walls inherited from iManage are applied to Microsoft Teams and SharePoint during provisioning.
- Maintain compliance with access controls across platforms, safeguarding sensitive data.
Automate provisioning actions and extend functionality with robust REST APIs.
Archive Teams, Channels, and Tabs into iManage after collaboration concludes, ensuring proper content management.
Automatically add Microsoft Planner Tabs to Teams Channels as part of templates for enhanced task management.
Sync files and folders between Network File Shares and iManage to bridge collaboration gaps between legacy systems and modern platforms.
- Cloud-Based Architecture: Hosted on Azure for high availability, scalability, and minimal maintenance.
- Streamlined Setup: Pre-configured templates and automated provisioning minimize setup time, enabling quick deployment.
- Unified Ecosystem: imDocShare Provisioning tightly integrates iManage with Microsoft Teams, SharePoint, and OneDrive, creating a cohesive document management and collaboration framework.
- Real-Time Syncing: The app enables bidirectional document syncing between Teams and iManage, ensuring that content remains consistent and up to date across platforms.
- Policy Adherence: Syncing documents to iManage ensures compliance with governance and security standards, safeguarding sensitive information while enabling collaborative access in Microsoft Teams.
- Controlled Environment: Critical documents are stored in a secure, managed environment, minimizing the risk of unauthorized access.
- Streamlined Operations: Bulk actions such as creating, updating, or deleting Teams and Channels significantly reduce manual effort, making the app ideal for large-scale operations.
- Future-Ready: The solution scales effortlessly with organizational growth, maintaining peak performance as complexity and size increase.
- Tailored Solutions: Administrators can design Teams and Channels using customizable provisioning templates, aligning with specific organizational needs.
- API Flexibility: REST API support enables deeper customization, allowing businesses to create tailored workflows and integrations.
- Improved Teamwork: Bi-directional syncing and native Office co-authoring features facilitate seamless collaboration among team members.
- Productivity Tools Integration: Integration with Planner, Client Extranet SharePoint sites, and Shared Channels boosts internal and external communication and efficiency.
- Advanced Document Management: Capabilities like metadata syncing, permission management, and version history tracking ensure comprehensive control over documents.
- Workspace Mobility: The ability to move or copy workspaces and folders within iManage while preserving DocIDs enhances operational flexibility.
- Industry Recognition: Successful implementations with prominent organizations validate the solution's reliability and adaptability.
- Sector Expertise: Designed with governance-focused industries like legal and compliance-heavy sectors in mind, the app supports complex workflows involving Microsoft Teams Governance and ensures iManage content accessibility within respective Team Channels.
- Intuitive Management Tools: Simplified provisioning tools allow administrators to manage Teams, Channels, and Tabs effortlessly, without requiring extensive training.
- Automation Capabilities: Integration with Microsoft Power Automate empowers users to create automated workflows, streamlining provisioning processes.
Take Control of Your Collaboration Space with imDocShare Provisioning
With imDocShare Provisioning, streamline workflows, ensure uniformity, and elevate team productivity—all within a secure, seamless, and user-friendly framework.