Module Overview

Matter Management

Co-Flo Matter Management brings Business Process Management (BPM) to Professional Services, unlocking a new level of profitability for your firm. An easy-to-use interface that matches the specific needs of any business allows you to create, automate and track matter-specific processes - all without leaving iManage Work.

Secure online access

Co-Flo users can access the Matter Management module through the Co-Flo user interface, or create a matter right from within iManage Work. We support your journey from On-Prem to the Cloud with options for organisations at every stage of their technology roadmap.

Advanced reporting & dashboards

Co-Flo’s advanced reporting design ensures the is the most relevant information is distributed through dynamic dashboards and reports. Dashboards can be configured at an organisation, team and individual level to display only the most relevant and insightful data. Any metadata your organisation wants to report on is available to add to dashboards and reports at the click of a button.

Security is non-negotiable

Co-Flo only makes use of enterprise-grade sign-in technologies such as Azure SAML to ensure that the correct people see the correct data. Security can be set on a role, group and individual level, and matter-level security flows across all platforms linked to the matter.

Integrate with your preferred productivity solution

Get back valuable time spent on setting up Teams, Planner and OneNote for every new matter. Our tight integration with Microsoft 365 platforms enables automatic creation of Teams and OneNote spaces, as well as pre-defined skeleton work plans in Planner.