When an attorney searches through documents they will have a guide to the best forms to use. They will see a 1 to 5-Star rating, $ investment and comments.

At the end of a week they will receive an automatic email notification with a simple rating request form on the documents they used that week.

Easy review of comments helps with collaboration. Management has high-level reports to see which the top form documents are; which are providing the best reviews; which are losing value over time; and more.

Video: Knowledge Management – Rating Documents in iManage

A web form displays with customizable form-fields such as client, matter, etc.

As you fill in the form the proper associated workspace and folders are displayed - once the form is submitted, the scanned document is filed correctly in the document management system.

You can setup notifications to alert the individuals associated to the workspace where the scanned document was filed.

Also, specific workflows can be launched to ensure documents are filed correctly, along with reports and calendars for oversight.

Video: Profiling Scanned Documents into iManage with DocMinder

A requestor fills out a dynamic web form that populates further questions based on the responses given. Supporting documents can be uploaded and filed into iManage automatically

Once the request is saved an automatic project assignment email is generated and sent to the correct individuals based on the responses on the form.

Video: Legal Request Management

• Requests can also appear in Reports as an unassigned project which is then assigned by a supervisor.
• Project assignment requests also provide automatic follow-up until closure.
• Reporting provides performance data, progress info and calendars to track deadlines and view department workload.

A requestor fills out a HotDocs interview form. That in turn selects the proper contract template and clauses to build the document; files the finished document in iManage and DocMinder^® assigns the project.

That starts the Mark-Up and Approval process. Then, DocuSign handles the signatures while obligations are managed throughout the life of the contract.

Assigning work related to the documents within iManage. Automatic email follow-up till closure and Reports and Calendars for progress oversight.

Short Videos:

• iManage with DocMinder Embedded
• iManage Work 10 with DocMinder Embedded
• Adding Project Management to Outlook

DocMinder’s Automated Forms Update and Approval Process

It starts with a legal subject matter expert opening their dashboard to see the legal forms due for review that are assigned to them. They also have a search engine to identify legal forms requiring review because of recent changes in the laws, etc.

There is a summary page per form containing relevant metadata, questionnaire to help establish future review frequency, workflow status if more than one review is involved and a timeline of all comments.

Once approved the form is redistributed to all relevant parties to use going forward. Management has robust reporting options for compliance purposes. Automatic email notification also available.

DocMinder^® Embedded with DocuSign or Adobe Sign integration to handle end-to-end contract workflow procedures.

Automatically kick off the proper process with DocuSign or Adobe Sign integration. Executed documents are automatically filed in the proper file structure.

Short Video Examples

• iManage with DocuSign / DocMinder Embedded
• iManage Contract Management with DocuSign
• iManage with Adobe Sign / DocMinder Embedded

Business process templates create automatic email reminders which provides you with consistency for managing the document approval process.

However, when flexibility is needed the delegation ability allows for ad-hoc changes, while all activity is being tracked by DocMinder^® reporting.

DocMinder^® can create automated recurring processes to track employee compliance and produce evidence to governing bodies.

Example; Financial Services:

• SEC 13F FOF
• SEC 13F
• SEC 13H
• ADV 1.1.0 Balance Sheet Review
• ADV 1.5 AUM
• ADV 2A BizDev Review
• ADV 2A 5C FOF
• ADV 2A Manager Fee Disclosure
• ADV 2B BizDev Review
• ADV 7B1-9
• ADV 7B1- Service Providers
• ADV Schedule D 7A – Related Persons
• Risk Assessment Checklist
• Expanded Authority- Quarterly Custody Survey

Process to track Client’s approval to release their documents to third-parties.

When new policies or procedures need to be distributed, reviewed, and approved, DocMinder^® will notify and collect the approvals from the correct individuals

Route invoices (e.g., Invoice from Outside Counsel) to the correct individual(s) for review, changes and final approval for payment; optional checklist or workflow.

Legal Matters are now easily managed throughout their life.

It starts with a customized new matter intake form that routes and manages the assignment including related documents. Robust management tools such as reporting, calendars and dashboards are used for oversite.

During project meetings tasks and deadlines are usually assigned to individuals. When you leave the conference room how do you monitor the team’s progress to hit deadlines?

DocMinder^® Checklist Management easily allows you to create a project and make assignments. Automatic follow up emails and a Dashboard “to do list” provide oversite on progress comments, documents and task completions.

Also there are reports for evidence that work was completed properly.

Video on how it works:

DocMinder^® Records Disposition Workflow Processing provides automatic document distribution to responsible parties upon retention dates.

The appropriate parties receive an email and link to guide them to make disposal decisions on both electronic and physical records. Their decisions are then routed to records management and collects approvals for disposal.

---

Bruce L. Karlson,

You have been tasked to review records that are eligible for disposition for the following client matters:

29 items for Client: 50012, ACME Packaging, Matter: 40010 Mortgage

29 items for Client: 50012, ACME Packaging, Matter: 50010 Property sale

29 items for Client: 50012, ACME Packaging, Matter: 40013 Apex Contract

29 items for Client: 50012, ACME Packaging, Matter: 30014 Patent Dispute

29 items for Client: 50012, ACME Packaging, Matter: 30015 Trespass Claim

...and 13 others.

This task is currently past due.

Please complete this task by Wed, Aug 29, 2018.

---

You can approve records to be deleted by Client Matter, or individually. Click on the link below to get started.

Completed tasks will stop future emails

---

Billing Attorney:	Bruce L. Karlson
Report Date:	9/14/2016 12:00 AM

Number of Matters:	18
Total Records:	827

Approve records for disposal by client matter, or individually.

Matters	Action	Details
600125 Graphic Technology, Inc. 000047 Patent Show more details	Action: Not actioned Actioned by:	Records 1 Approved 0 Actioned 0 Not Actioned 1	View Records
600125 Graphic Technology, Inc. 000047 Patent Show more details	Action: Not actioned Actioned by:	Records 1 Approved 0 Actioned 0 Not Actioned 1	View Records
600125 Graphic Technology, Inc. 000047 Patent Show more details	Action: Not actioned Actioned by:	Records 1 Approved 0 Actioned 0 Not Actioned 1	View Records

DocMinder^® notifies the responsible parties of a pending legal matter, including all relevant matters and locations of physical or digital documents.

Video:

Scanning documents can automatically route the newly received documents to the correct responsible party, can automatically profile that document into iManage, while simultaneously launching a workflow process related to the document type.

Route project to proper parties and manage the work until closure.

Includes: automatic reminders, the proper filing of counterparty documents, tracking spend and time, reporting on performance, calendars for both entities to track deadlines with drilldown.

Route projects to proper parties, manage the work until closure.

Includes: automatic reminders, the proper filing of counterparty documents into iManage, reporting on performance, calendars for both entities to track deadlines with drill down.

Automatic checklists with relevant documents; automatic reminders before and after Board Meeting until closure.

Calendars for oversight of deadlines and reporting for evidence.

During a meeting about an issue, you can quickly create a checklist with task assignments, post meeting automatic follow-up until closure with collection of relevant documents and reporting.

Calendar view for oversight of approaching deadlines.

Email a survey of relevant parties to confirm if there are conflicting issues and provide reporting for evidence.

Individual follow-up until they have submitted their response. (e.g., could be used for most survey applications).

Track docket dates and matter information including links to documents.

Workflows and checklists to manage most onboarding procedures along with reporting.

HR checklists and workflows to manage most employment onboarding procedures along with reporting.

Ensure training management is compliant with automatic reminders and follow-up; generate reporting for evidence; connect and deliver content from third-party systems.