Setting-up Cloud iManage Integration

This guide walks you through configuring iManage for Centerbase customers. By the end of this tutorial, you'll have successfully integrated Centerbase with Cloud iManage. Note: This article is specifically for Cloud iManage users. If you're using the iManage.work environment, refer to the iManage.work Implementation article.

Step 1: Log into the iManage Control Center using an iManage administrative account.

Once logged in, the iManage Control Center will look like this:

Step 2: In the left navigation panel of the iManage Control Center (you may need to scroll down), click Applications. On the right side of the screen, click Add Application.

Step 3: A window will appear, allowing you to search for an application. You can either scroll through the list or type into the search box.

Step 4: Type Centerbase into the search box. Select the bubble for Centerbase - Integration, then click Authentication.

Step 5: A dialogue box will appear with three stages: Authentication, Access, and Review. In the Authentication stage, set Allow Refresh Token to Yes.

Leave the remaining fields as-is:

- Refresh Token Expiry: 365 days

- Access Token Expiry: 30 minutes

When finished, click Access.

Step 6: In the Access stage, provide access to either All Users or a selection of users. While this is up to the firm, we recommend selecting All Users since permissions can be configured within iManage.

Step 7: The final screen, Review, requires no input. Click Finish.

Step 8: After the dialogue closes, the Applications page will display Centerbase - Integration. This completes the iManage configuration, but don’t close the window—you’ll need this screen in the next step.

Step 1: Link the two accounts.

- Refresh Centerbase and navigate to System Settings. Click Document Manager, then click iManage. You'll see the following login screen. Enter the iManage administrative user credentials (username and password).

Step 2: Obtain the Client ID from the iManage Control Center.

- Click Centerbase - Integration, then copy the string in the Client ID field. Paste it into the Client ID field in Centerbase.

Step 3: Assign fields and settings.

- Assign a field that corresponds with your template list (e.g., Practice Area or Area of Law).

- Assign a Library.

- Assign data to iManage Custom fields.

Although not required, the following configurations are typical:

- Alias 1: Client Number | Custom 1: Client Name

- Alias 2: Matter Number | Custom 2: Matter Short Description

- Alias and Custom 3-12: Typically include fields like Responsible Attorney, Paralegal, Legal Assistant, etc.

Step 4: (If required) Use the Centerbase admin tool to configure any Alias fields and Template fields, then assign them in System Settings.

To effectively configure and use iManage with Centerbase, follow this guide. You'll learn how to set up Alias and Custom fields, adjust layouts, and ensure templates and fields align between the two systems.

- Any unique combination of Alias and Custom creates a new record in iManage.

- Step 1: If the firm has never used iManage, set Alias and Custom to the same field.

- Step 2: If the firm has used iManage before, check their database to see how the Alias field is entered.

- Step 3: (If required) Create an iManage Layout that matches the fields the firm plans to collect. Modify the Matter Layout to include these fields.

- Step 4: (If required) Add iManage WorkspaceID to the Matter Layout.

Note: Centerbase checks for an exact match against template names in iManage.

Navigate to iManage Control Center > Templates.

Once the application is configured and settings are in the app:

- Get on a call with the customer.

- Have the customer log into iManage and share their screen.

- Open Control Center to export necessary data.

- Click on Templates.

• • Review their list of templates (e.g., Legal Workspace Template).

• • Click ... to export/download the templates as a CSV file.

-  Navigate to Custom Fields.

• • Confirm that the iManage fields match the fields in Centerbase:
    • • Client number (CB) should match Alias (iM).
      • Client name (CB) should match Client Name (iM).

- Decide how to handle the owner of the workspace.

• • Input and create the iManage template field in the matter.
  • Verify all configurations are correct.

By following these steps, you'll ensure a seamless integration between iManage and Centerbase.