iManage Integration for Salesforce - Powered by AdvoLogix

Welcome to the future of Matter Management.

AdvoLogix® Connector for iManage® and Salesforce® app is a connector that will enable the iManage web-based collaborative platform to be leveraged inside other existing platforms as an organizational resource.

iManage Integration for Salesforce - Powered by AdvoLogix

Welcome to the future of Matter Management.

AdvoLogix® Connector for iManage® and Salesforce® app is a connector that will enable the iManage web-based collaborative platform to be leveraged inside other existing platforms as an organizational resource.

Learn More

Highlights

  • AdvoLogix® Connector for iManage® and Salesforce® enables Automatic Workspace creation and association with any object's record within Salesforce.
  • Checkout & Check documents for sole editing and locking the document without any outside interference.
  • Manage and browse workspace content from the context of Salesforce record within Salesforce.

Description

  • Allows users to create files( Docs, Sheets, Slides) inside the connected iManage account right from the Salesforce instance.
  • Allows users to create and associate a workspace in iManage to a Salesforce Record.
  • Allows users to checkout, preview & download files inside Salesforce.
  • Allows users to copy a file URL on a Salesforce Record.

Achieve More with AdvoLogix

Schedule a customized demo to see how AdvoLogix can benefit you.

Request Demo Contact Us