Module Overview
Case & Matter Management
Manage every case, matter or project in your business – right within iManage Work.
Co-Flo gives you visibility and control over your business processes and allows you to deliver better, faster service to your internal customers or external clients. Our platform has been engineered for a streamlined user experience, ensuring that your teams can engage on value-adding work anytime, anywhere.
Easy and fast matter creation
Unlike other work management systems, Co-Flo allows you to create a matter without leaving iManage. Quickly and easily kick off a matter by accessing the Matter Creation Smart Form from iManage in your browser.
Co-Flo Matter Creation Smart Forms are completely configurable with unlimited metadata fields, to allow you to gather as much information as required for your unique business needs
iManage workspace generation
Once a matter is created, Co-Flo gets to work by immediately setting up an iManage workspace with your chosen standardised folder structure for the matter. Ensure consistent and easy navigation across every workspace, every time.
Centralised file notes, tasks & reminders
Improve your team’s collaboration and ensure nothing falls through the cracks with Co-Flo’s centralised File Notes, Tasks & Reminders. Co-Flo allows you to create tasks and reminders on a document, matter and entity level – ensuring that all information is accessible within iManage, and can be viewed alongside relevant documents.
Advanced reporting & dashboards
Access actionable insights on your matters right within iManage Work. Co-Flo dashboards are interactive, configurable and display information in real-time so you can choose to report on the information that is truly relevant for your business. When users spot an actionable insight, a single click on the chart will take them straight to the matter workspace – saving time and giving your team the power to prevent bottlenecks before they impact service levels.
Security is non-negotiable
Co-Flo only makes use of enterprise-grade sign-in technologies to ensure that the correct people see the correct data. Security can be set on a role, group and individual level, and Co-Flo will ensure that the security controls and roles defined in your iManage Security Policy Manager (SMP) are reflected across matter workspaces, tasks, dashboards and documents.
