Some of the functions available from this integration developed by Morae with close co-operation and assistance from CPA Global include:

• automatic generation of the Case (or Name) electronic file, termed the WorkSpace, in iManage once created in Inprotech client/server or web
• the ability to operate iManage from within Inprotech web, allowing sites to collaborate with their clients on secure documents (functions available include Open, View, CheckIn, Checkout)
• the ability to operate iManage from Inprotech client/server. At several places in client/server – e.g. Name, Case, Contact screens, being able to run iManage searches for all documents for the chosen Case/Name etc
• support for DocGen, storing selected document(s) direct into iManage
• support for PassThru, storing generated documents direct into the appropriate Workspace/folder
• Workview – an add-on for DeskSite or FileSite letting a user view information about a Case by providing a range of tabs displaying information to the user, subject to their security setting, such as;
  • Case or Name information chosen by the site (e.g. trademark image, or IRN, date opened, key renewal dates, instructor, financial information and so on)
  • standing instructions
  • documents, for auto generation of templates
  • time recording
  • reports
  • notes or any site defined tab for display of relevant Case/Name information.