Newsletter and Resource Center

March 2022 Newsletter

Welcome Legal Operations Professional!

AdvoLogix has more than fifteen years of experience delivering cloud-based legal solutions for law firms, legal departments and public service organizations. Our resources contain information gleaned from those years in the legal space, along with many more years in technology and other industries.

March 2022 Newsletter

Welcome Legal Operations Professional!

AdvoLogix has more than fifteen years of experience delivering cloud-based legal solutions for law firms, legal departments and public service organizations. Our resources contain information gleaned from those years in the legal space, along with many more years in technology and other industries.

New Features

The Document Caster - Alpha Program Registration

The Document Caster is a cloud-based machine learning application that eliminates the manual process of data entry and saves users time while processing invoices and data in large volumes. In addition, the application uses machine learning to progressively improve its own processes and refine outputs. This is where we're asking for your help!

*Register now and someone from our Product Development team will be in touch to discuss further details.*

New Features:

iManage Connector Updates

  • AdvoLogix has provided more documentation around the use of Flows and the connector. Learn more here.
  • Allows admins to use Flows to transfer documents from Salesforce Files to iManage based on the triggers and parameters set in the Flow. Additional decision elements or notification elements can also be built into this transfer process. Learn more here.

AdvoLogix Matter Management Updates

  • All new AdvoLogix App home page
  • AdvoLogix Lightning Experience
  • Matter Calendar

Curious what new and improved features are available in the latest AdvoLogix release? This link contains every release note article from every major release AdvoLogix has ever published.

The Rebranded AdvoLogix Experience!

Elevated Focus & Product Expansion.

AdvoLogix, a leading provider of Enterprise Legal Management solutions, announces our rebrand and product expansion. The comprehensive initiative elevates our focus on customized cloud-based solutions for all legal teams and includes our new Spend Management solution, AdvoLogix Connector for iManage, additional enterprise integrations, and an innovative new look!

We look forward to introducing you to:

  • Product enhancements to our existing platform
  • New and innovative solutions driven by our customers
  • Rapid ROI with improved efficiency and accuracy for legal entities
  • Advanced Enterprise Legal Management features

AdvoLogix pledges to continue to meet and exceed your expectations by providing the most secure and available legal service platform, high-value tailorable capabilities combined with rapid deployment, and industry-leading support services you can rely on.

Providing a unique blend of a user-friendly cloud-based platform, combined with turn-key client support services, AdvoLogix is able to meet Legal Technology needs in an easy-to-use way for businesses of all sizes. AdvoLogix will continue to develop its multi-functional platform, helping organizations grow, and stay ahead of industry trends. With the extensive rebranding efforts, the company will continue to offer all of the digital matter management tools and expertise its users expect, while investing further in emerging technologies and continued industry-leading support for clients.

“While this is a significant change, our core beliefs haven’t changed, they have simply evolved. We’re here to help businesses Aspire, Empower, and Achieve their greatest potential. Over the last 8 months, we have worked diligently to create a new image and branding that accurately depicts who we are after 15 years in business as a leader in the world of Legal Technology.” Jonathan Reed, CEO of AdvoLogix.

We hope you enjoy our new content, new website, and new look! Most importantly, The AdvoLogix Team thanks you for being a valued client.

Read the official press release here: Celebrating 15 Years, AdvoLogix Announces a Comprehensive Rebrand, Elevates Focus On Technological Innovation And Product Expansion

AdvoLogix® Connector for iManage® and Salesforce®

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.

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.

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

Watch a short demo here

Tech Tip

Does your Dashboard make sense?

Designing the Perfect Dashboards: Dashboard design is both an art and a science. Watch this demo by our AdvoLogix expert to learn how you can create customized dashboards and reports that deliver the data you need to run your business.

Learn how to customize your Dashboard to make the best of your AdvoLogic experience here

Customer Corner

Santomassimo Davis LLP: Insights from General Counsel

Santomassimo Davis LLP: This firm leverages AdvoLogix to provide full-service outside General Counsel that works like it provided from the office down the hall. 


Santomassimo Davis LLP is a unique specialty law firm providing a wholly outsourced and full-service Outside General Counsel™ solution to midsize companies that do not have the resources to run their own in-house legal department. The team of attorneys and support staff at Santomassimo Davis works together to provide virtually all legal services a midsize company needs to mitigate risks and address issues as they arise, at a fixed, predictable and manageable fee.

Read more in the case study that highlights its unique offering.

Upcoming Events

Corporate Legal Operations Consortium CGI Conference

AdvoLogix is proud to be a Silver Sponsor at CLOC Global Institute CGI Conference in Las Vegas, Nevada from May 9th to 12th. We'll be highlighting the benefits of Enterprise Legal Management, our new iManage Connector for Salesforce and the various offerings we have to make life as an in-house counsel both easier and more productive!

The Dedicated Conference for Legal Ops Training, Collaboration, and Connections

As the leading organization dedicated to transforming the business and practice of law, CLOC's annual flagship event, the CLOC Global Institute (CGI), attracts professionals across the entire legal ecosystem focused on legal operations, technology, and innovation. This spring we will be returning LIVE to Las Vegas for the reimagined CGI. We're combining Institute favorites with new engagement features and education formats to bring a fresh experience to the industry. 

This collaborative event draws on the personal and collective strengths of practicing legal operations professionals with thoughtfully curated content from leading speakers, representing some of the most known, thoughtful, and provocative voices on the present and future of legal. Nowhere else will you find this many experts, drawn from all backgrounds and perspectives, and all parts of the world, together sharing their best ideas and practices.

Visit AdvoLogix at booth #129 in the Bellagio Hotel - Tower Ballroom - Level 1

Visit the AdvoLogix Help Center

Have questions? Let us help!

Visit the comprehensive AdvoLogix help site here. We're constantly updating it with the latest information to help you succeed!

  • How do I upgrade AdvoLogix
  • AdvoLogix Release Notes
  • Onboarding New User
  • AdvoLogix Technical Support

Sign up here to receive quarterly editions of the AdvoLogix Advantage!

Achieve More with AdvoLogix

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