Module Overview
Work & Matter Management
Unlock visibility over your Work with Co-Flo Work & Matter Management, a solution that extends and enhances iManage Work with workspace management capabilities. Co-Flo empowers legal teams by reducing overwhelm, fostering easier collaboration, and augmenting your legal team's value to the business.
Easy and Fast Workspace Creation
Unlike other Work Management systems, Co-Flo allows you to create a workspace without leaving iManage. Quickly and easily kick off a matter, case or project by accessing the Workspace Smart Form from iManage in your browser.
Co-Flo Smart Forms are completely configurable with unlimited metadata fields, to allow you to gather as much information as required for your unique business needs.
iManage Workspace Generation
Once a workspace is created, Co-Flo gets to work by immediately setting up an iManage Workspace with your chosen standardized folder structure for your unique Work type. Ensure consistent and easy navigation across every workspace, every time.
Work Linked to your Organizational Structure
Co-Flo allows you to link each workspace to a business unit, OpCo or department to drive accountability and feedback to your internal customers. This contextualizes your work whilst reducing the risk of orphaned work as organizational structures change.
Co-Flo also maintains clear accountability by assigning matters to specific users, preventing tasks from being overlooked. Its bulk edit and reassign feature efficiently handles the transfer of work during staff changes or absences, ensuring continuous management and oversight.
Advanced Reporting & Dashboards
Access actionable insights on your Work right within iManage Work. Co-Flo dashboards are interactive, configurable and display information in real-time so you can choose to report on the information that is truly relevant for your business. When users spot an actionable insight, a single click on the chart will take them straight to the iManage Workspace – saving time and giving your team the power to prevent bottlenecks before they impact service levels.
Security is Non-Negotiable
Co-Flo only makes use of enterprise-grade sign-in technologies to ensure that the correct people see the correct data. Security can be set on a role, group and individual level, and Co-Flo will ensure that the security controls and roles defined in your iManage Security Policy Manager (SPM) are reflected across all workspaces, dashboards and documents.
