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iManage Integration for Salesforce Powered by Mitratech CaseCloud™

iManage Integration for Salesforce powered by Mitratech CaseCloud™

Overview

See How iManage Integration for Salesforce Powered by Mitratech CaseCloud™ Works

  • Mitratech’s iManage integration connector can be mapped to files and folders on your iManage site via a drag-and-drop or a friendly dialog.

  • Documents can be opened directly in iManage and new documents, spreadsheets and presentations can be created from within the connector.

  • For every matter, the user has an option to connect to an existing folder in iManage or one can be created on-the-go.

  • Mitratech DMS integrations prioritize robust security, ensuring sensitive information is protected with the highest data protection standards and controlled access.

  • Integrations empower businesses to manage documents with ease, including custom workflows tailored to specific needs and industries.

  • Automated notifications keep teams informed and on top of crucial updates.

  • My Favorites allow users to view and manage a list of folders as shortcuts they frequently use.

Mitratech offers a suite of Document Management System integrations for Google Drive, iManage, NetDocuments and SharePoint. These connectors streamline document management for Salesforce customers by eliminating the need to switch between multiple platforms. The connectors are industry-agnostic, enabling customers using Salesforce to securely access and manage documents directly within their Salesforce interface, boosting productivity and optimizing document management workflows. Mitratech’s DMS integrations allow users to access and manage documents directly within their familiar Salesforce interface, significantly reducing document retrieval times and minimizing errors. This boosts overall productivity and efficiency, creating a unified experience that simplifies workflows and fosters seamless collaboration. Key Benefits of Mitratech DMS Integrations: • Effortless document management: Eliminate platform switching and manage documents directly within your Salesforce interface. • Boosted productivity: Reduce document retrieval times and minimize errors, freeing up valuable time for your team. • Unified collaboration: Foster seamless collaboration on a single platform.

Categories

Business Needs
Productivity
Collaboration
Document Management
Industries
Government
High Tech
Professional Services
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Accessible Solution
This company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
View Report
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Accessible Solution

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