iManage Overview

Tabs3 Software integrates with iManage document and email management software from iManage, LLC. Details regarding versions that integrate can be found in our Knowledge Base Article R11993, "Third Party Integration Requirements." For additional information regarding iManage, see iManage.com.

When integration is enabled, new client and matter information from Tabs3 Billing, PracticeMaster, or Trust is automatically sent to iManage.

Note: iManage integration requires PracticeMaster Basic, and can be configured in either Tabs3 Billing or PracticeMaster. For more information regarding PracticeMaster Basic, see Knowledge Base Article R11027, “Installing the Try Before You Buy PracticeMaster License.”

This overview includes information on the following:

Configuration
Client Integration

Configuration

The iManage Integration window in Tabs3 Billing is used to configure integration with iManage. This window is essentially a one-time configuration used to enable integration and configure the various synchronization options. A Sync Now function is available that will transfer all client information in the Tabs3 Software to iManage. (Note: The Sync Now function is typically only performed once by the administrator.)

Client Synchronization

The iManage Integration window is used to enable integration and can be used to transfer Tabs3 Software Client information to iManage using the Sync Now function. Synchronization normally only needs to be performed once. Once the integration is configured, adding a new client in Tabs3 Billing, PracticeMaster, or Trust or changing a client that does not already exist in iManage automatically adds the matter and workspace to iManage. Furthermore, changes made in Tabs3 Billing, PracticeMaster, or Trust to fields that integrate with iManage are also automatically changed in iManage.

Renumbering a client in Tabs3 Billing, PracticeMaster, or Trust will renumber the iManage matter and rename the workspace automatically.

When you delete a client in Tabs3 Billing, PracticeMaster, or Trust, it will only be deleted from iManage if there are no documents assigned to that matter; otherwise, the matter and their associated documents will remain in iManage.

When you Change Key Type or Adjust the Matter Length in Tabs3 Billing, PracticeMaster, or Trust, no information is changed in iManage. Corresponding changes must be performed in iManage. Contact your iManage consultant for assistance with this process.

Note: Changes made to fields that integrate with iManage using the Rename Contact and Merge Contacts functions are also automatically changed in iManage.

Note: Changes made in iManage to fields that integrate with Tabs3 Software (i.e., client ID, name, or work description) are not saved to Tabs3 Billing, PracticeMaster, or Trust. Therefore, new clients or changes to a client record should always be made in Tabs3 Billing, PracticeMaster, or Trust so they automatically integrate with iManage.