LawLegal Operations

iManage Matter Workspace Creation

Built for Legal Operations Teams.

Create the iManage workspace for each new matter using the firm's template and file the initial intake documents, reducing manual workspace setup for legal operations teams.

Why this matters

The manual work this replaces

Legal ops staff create each iManage workspace by hand, apply the firm's folder template, and file intake documents one at a time while attorneys wait to start the work.

What Caddi does

How the automation runs

  1. iManage
  2. Microsoft Outlook
  3. Salesforce

This process creates the iManage workspace for a new matter. It receives the matter-opened event from Salesforce, creates the workspace in iManage with the firm's folder template, applies access controls based on the assigned team, files the intake documents from Outlook into the right subfolder, and emails the responsible attorney an Outlook summary with the workspace link.

Value created

What changes after Caddi

Stands up a fully scaffolded iManage workspace on the day a matter opens, with intake documents already filed, so attorneys can start work immediately.

Browse all
Law

New Matter Setup

Extract client and matter details from new matter request emails, create the client and matter workspace when needed, and file intake documents with the right attributes, reducing manual matter setup for intake teams.

Law

Microsoft 365 New-Matter Provisioning

When a matter opens, provision the Microsoft 365 group, SharePoint site, and OneDrive folder with the right access, reducing manual setup for legal operations teams.

Law

Termination Letter Delivery

Verify required termination documentation, send the correct termination letter, and mark the task complete, reducing manual compliance steps for compliance teams.

See it on your stack

Want iManage Matter Workspace Creation automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.