A New Level of Performance for Legal Departments
Operational visibility, process management and automation — directly connected to the work itself, so your team can make faster, better-informed decisions.
The iManage | Co-Flo Solution for Legal
Operational Visibility, Built Into the Way Legal Already Works
The iManage | Co-Flo Solution for Legal is built on a straightforward premise: legal teams should have the same operational visibility over their work that any well-run function expects, without having to build it themselves from spreadsheets and status meetings.
Co-Flo is a cloud-native application built by experts with decades of legal industry experience. It extends iManage Work with the operational layer that in-house legal has always been missing. For teams already on iManage, there is no new system to learn and no gap between where legal works and where the data lives. For teams considering iManage, Co-Flo is the reason many make the move.
Every piece of work that enters the department, regardless of type, source or complexity, is captured, structured and tracked. That structured data layer is what makes dashboards meaningful, AI useful and management reporting credible.
It turns operational activity into evidence: evidence of workload, of performance, of value.
The result is a legal team that can answer the questions leadership asks, act on what the data shows and make the case for the resources and recognition it needs.
For teams that need end-to-end contract lifecycle management — from generation and negotiation through to e-signature and post-signature obligation tracking — see the iManage | Co-Flo CLM for Legal solution.
Capture and assign every legal request
The challenge: Work arrives through multiple channels — email, informal requests, referrals from other departments. Without a structured intake process, requests are incomplete, inconsistently recorded or go unnoticed by the team. The legal department cannot manage what it cannot see.
How Co-Flo helps: Co-Flo introduces configurable Smart Forms that capture the right information from the moment work enters the department. Every request is automatically routed to the right person based on work type, department or topic, with full RACI assignment defined from the start. Work sits in iManage workspaces from the beginning, giving the whole team immediate visibility into what is coming in and what has been assigned.
Matter Management and Process Standardization
The challenge: Legal teams handle a wide range of work types from litigation and IP to company secretarial and general advice. Without consistent processes for each type, quality and delivery time vary by individual. Re-engineering those processes is nearly impossible without data on how work is actually flowing.
How Co-Flo helps: Co-Flo provides pre-configured workflow templates for various matter types, each with its own stages, task checklists, workspace template and metadata configuration. Teams can use the templates as provided or adapt them to match their own terminology and processes. Because every work type is structured the same way, management gets a consistent view across the whole department and process improvement becomes a matter of adjusting a template rather than retraining individuals.
Pre-built templates also extend to Compliance, Risk, HR and Procurement, enabling consistent coordination with the teams legal collaborates with most.
Keep the whole team aligned on what is in progress
The challenge: Without a live view of work in progress, legal managers rely on status meetings, email chains and individual memory to understand where things stand. Bottlenecks go unnoticed until they become problems. Workloads are distributed unevenly. Deadlines slip.
How Co-Flo helps: Co-Flo's real-time operations dashboards give managers a live view of everything in the department: incoming work by type and volume, work by stage and status, workload distribution across the team and anything blocked or overdue.
Individual dashboards show each person their own prioritized work, with one click through to the relevant iManage workspace. Co-Flo is fully integrated with Microsoft ToDo and iManage Tracker for a single, unified approach to task management. Work can be reassigned quickly based on availability, absence or changing priorities — without losing context or continuity.
Track every deadline and obligation so nothing gets missed
The challenge: The obligations and deadlines embedded in finalized contracts and regulatory filings do not manage themselves. Renewal dates, notice periods and compliance requirements need continuous monitoring. When those obligations are tracked manually — or not tracked at all — key dates get missed and the consequences range from unnecessary costs to significant legal exposure.
How Co-Flo helps: Co-Flo uses collected metadata and iManage AI to extract obligations and key dates from finalized documents. Renewal, notice period and expiry reminders are automated and centrally tracked, regardless of staff changes. Follow-up actions are scheduled and assigned, so nothing depends on any one person's memory.
Reporting on obligations and risks is standardized and customizable — from basic metadata views through to advanced risk reporting — giving the department a reliable record of what it is managing and how.
Turn operational data into a case for Legal's contribution
The challenge: Legal departments are under sustained pressure to demonstrate their value to leadership, but without operational data, making the case is hard. Headcount requests, budget submissions and process improvement initiatives all require evidence, not just advocacy.
How Co-Flo helps: Co-Flo's strategic dashboards answer the questions that matter to leadership:
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How is the workload distributed?
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Are resources directed at the highest-priority work?
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Are processes performing efficiently?
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And what does the risk landscape look like across the organization?
The same data that improves day-to-day operations also strengthens the department's case. Trends over time, SLA performance, throughput by work type and workload by team member — all of it is available, structured and reportable.
That is the difference between a legal department that talks about its contribution and one that can show it.
Work stops arriving informally
Every contract request, regardless of how it begins, goes through a structured intake process. The right person is assigned from the start. Nothing sits in an inbox waiting to be noticed and nothing gets lost between teams.
The team always knows where every matter stands
Real-time dashboards replace status update meetings. Team leaders see what is on track, what is blocked, and where things have stalled — before they become problems. Individual lawyers see their own work prioritized without having to ask.
Processes become consistent across the team
When every work type has a defined workflow, individual variation drops. Quality and turnaround become more predictable. Onboarding new team members is faster because the process is already documented.
Key obligations and deadlines don't get missed
Renewals, notice periods, and compliance obligations are tracked centrally and automatically flagged. The department is not dependent on any one person's knowledge of what is due and when.
Workload is managed, not just monitored
When data on volume, type, and stage of work is available in real time, rebalancing becomes straightforward. Managers can spot overloaded individuals before burnout becomes a risk and reassign work without losing track of progress.
Legal can demonstrate its value
Operational data tells you how long work takes, where it slows down, and what the team is actually handling. That evidence improves processes, supports resource requests and makes legal's contribution visible at the board level.
Built for Legal's Role, Not Adapted From a Generic Platform
Most in-house legal teams are working in systems designed for other purposes. Generic document storage tools such as SharePoint and Google Drive do not accommodate legal workflows. Spend management systems track billing and external counsel costs but provide no insight into how internal work is being processed. The result is a department with significant operational blind spots and limited ability to change them.
Co-Flo starts from a different place. It is built on iManage Work and extends it with the operational layer that has always been missing. There is no integration project, no data migration and no parallel system to keep synchronized. Lawyers work in the same environment they use for every other matter. The Operational Intelligence is built into the work itself, not layered on top of it afterwards.
Because Co-Flo tracks work operationally, not just as documents, legal gets the visibility it actually needs:
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Who is working on what
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How long things are taking
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Where processes are breaking down
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What the data says about how to fix them.
This is also what separates Operational Intelligence from traditional Matter Management. Matter Management systems, as they are typically used, focus on spend control and billing for litigation and large matters. Most of a legal department's work sits entirely outside those systems. Co-Flo captures all of it — from the most complex matter to the simplest advisory request — and makes it visible, structured and manageable.