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Matter Manager for iManage

With an intuitive interface and powerful functionality, Matter Manager is a trusted solution for comprehensive matter management in iManage.

Tiger Eye Matter Manager

Tiger Eye Matter Manager enables users to set and manage deletion dates for selected matters. This helps users to minimise their live data stores and ensure that only needed data is stored. From a compliance perspective, Matter Manager also ensures matters are not kept past their retention date.

The tool automatically connects to your iManage DMS and finds your preferred library or database, however other databases can be selected via the dropdown menu.

In the matter editor, the user can set deletion dates for the matter using the calendar. Once the deletion date is reached, the matter will be automatically deleted as requested, minimising the user’s live database and ensuring compliance is maintained.

Matter Admins are also able to instantly delete matters using Matter Manager. Those without Admin rights to a matter are not able to use this function.


 

Product Features

  • The Matter Manager search menu allows users to search for content to be managed. By entering the client title and clicking search, a user can browse through all the clients listed which display the search criteria.
  • Selecting a matter, the user can analyse the matter information such as the matter ID and status. Users can also see the number of folders and documents in the matter.
  • In the matter editor, the user can set deletion dates for the matter using the calendar. Once the deletion date is reached, the matter will be automatically deleted as requested, minimising the user’s live database and ensuring compliance is maintained.
  • To undo scheduled deletions, users can simply set a new deletion date using the calendar pop-out on the Matter Editor. Alternatively, users can click the ‘Clear Date’ button to clear the scheduled deletion entirely. By clicking ‘Clear Date’, the deletion date and status are cleared, and the matter will be listed as ‘active’.
  • Matter Admins are also able to instantly delete matters using Matter Manager. Those without Admin rights to a matter are not able to use this function.

 

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