Providing an automatic 2-step archiving solution to meet your DMS Matter compliance requirements. A highly configurable workflow to apply, review and approve extension requests.
A 2-step archiving process
A soft archive to remove or add users as required and make the matter workspace private.
A full archive to move the matter workspace, documents and folders to an archive database, making it inaccessible to users.
Supports on premises and iManage Cloud.
Users are automatically notified prior to scheduled full archive.
Subsequent extensions can be applied before a matter workspace is fully archived.
Compliance Officers can accept or deny extension requests.
A comprehensive Admin Portal to display the latest status of a matter workspace and provide an audit trail of matter workspace archiving activities.