Revolutionising iManage Template Management: A Deep Dive into Low-Code Workflows
    Title*Revolutionising iManage Template Management: A Deep Dive into Low-Code Workflows
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    Posted 29 August 2023

    In the ever-evolving landscape of legal technology, new tools continue to reshape the way legal professionals work. One of the most significant advancements in recent years has been the emergence of low-code and no-code workflow solutions. These user-friendly tools enable non-technical users to quickly and easily build their own applications, paving the path for a more agile, efficient, and profitable way of working. In fact, Gartner predicts that within the next three years, 70% of new applications developed by organisations will use low-code or no-code technologies, up from less than 25% in 2020. 

    While low-code solutions can be used to power a variety of workflows across the law firm, many firms are now embracing these platforms to ease the transition to iManage Cloud. As more firms move to iManage Cloud, such as Mills & Reeves, they are finding they need to adopt new ways of managing templates, while also adhering to iManage Cloud’s strict security and compliance standards. 

    What is a Low-Code Workflow Solution?

    A low-code workflow solution is a software platform that enables users to design, build, and automate business processes and workflows with minimal manual coding. It's designed to simplify and accelerate the development of applications and workflows by providing a visual interface and pre-built components that abstract much of the traditional coding complexity. This approach empowers users, even those without extensive coding expertise, to create custom applications and automate processes that cater to their specific needs.

    The Power of Low-Code Template Management Solutions

    Traditionally, legal professionals have spent a substantial amount of time building and maintaining templates within iManage using Word Macros. However, with the arrival of iManage 10, traditional template creation methods are no longer supported. By opting for a low-code workflow solution like Sysero, firms can enable subject matter experts to create, modify, and manage a wide range of templates with unprecedented ease and efficiency. Users can easily build and maintain templates without any knowledge of programming or Word scripting. 

    Benefits of a Low-Code Solution for Template Management

    A low-code workflow solution from Sysero offers an array of template management benefits, while also easing the transition to iManage Cloud:

    • Visual interface: Sysero’s low-code platform offers a drag-and-drop, visual interface where users can design template management workflows by arranging predefined components and connecting them in a logical sequence. This interface eliminates the need to write extensive lines of code and enables users to quickly and easily produce both simple stylised templates for letters and memos through to the advanced automation of transactional documents - all without the need for extensive IT support.

    • Real-time version control: With Sysero’s cloud-based low-code workflows, updates made to a template are instantly reflected across the platform, eliminating the risk of outdated or conflicting versions. This greatly simplifies template management, reduces the potential for error, and enhances overall productivity and efficiency.

    • Collaboration and efficiency: With Sysero, multiple stakeholders can simultaneously work on a template, make edits, add comments, or suggest improvements, resulting in faster and more efficient template management.

    • Automated workflow execution: Sysero’s low-code workflows allow users to create dynamic templates that incorporate conditional logic, data integration, and approval processes. Users can also configure templates to automatically populate fields with relevant data and set up automated notifications and reminders to streamline approval workflows.

    • Scalability and security: Sysero templates automatically inherit iManage Cloud’s enhanced security settings. As a low-code solution, Sysero workflows can be quickly customised as required to support certain use cases or additional requirements. 

    Migrating your Templates to iManage Cloud

    If your firm is preparing to move to iManage Cloud, it’s time to rethink your template management. A low-code workflow solution from Sysero can empower lawyers and staff to create, automate, and optimise templates and template management in iManage by reducing the need for extensive coding and scripting knowledge, while also improving security and scalability.

    To learn more about optimising your template management processes with Sysero’s low-code workflows, please get in touch with our team

    SummaryWhile low-code solutions can be used to power a variety of workflows across the law firm, many firms are now embracing these platforms to ease the transition to iManage Cloud.
    Resource TypeBlog
    CategoryKnowledge Management
    Created Date29/08/2023
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