Document Management System Integration at James & Wells

This case study details the implementation of a document management system (DMS) at James & Wells, a specialist law firm in New Zealand and Australia. The firm aimed to modernize its workplace by replacing traditional network sharing with an integrated platform using iManage APIs. The Information and Data Systems Manager, Tizio Panara, led the initiative to automate and centralize document management, addressing the challenges posed by the growing volume of data and the need for improved data governance. The new system allows attorneys to efficiently locate and access documents, while the support team is relieved from manual filing tasks. The integration with iManage Work 10 in the Cloud has resulted in harmonized data, improved productivity, and reduced operational costs. The firm has established a tri-folder system for case management, ensuring better organization and compliance with document management guidelines. Future plans include further integration with iManage Security Policy Manager and iManage Share for enhanced collaboration.