iManage Migration & Support


Get secure and remote access to your content, either on premises or cloud. Design, migration and support specialist for legal and professional firms. Current iManage customer? Are you ready for Classic Application End of Life in 2023? Learn more:

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Health Check
Design
Migrate
Support

Services

Health Check
Health Check

Whether planning for an upgrade or migration, or just need to get a pulse of your iManage environment, a Health Check is a great way to avoid issues in the future. We report any critical issues, potential warnings and best practices, ensuring efficiency and security.

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Design
Design

f you are new to iManage or need a refresh of your current design, our team has a deep knowledge and decades of experience to guide you through the process. Regardless of industry type, we can assist you to design a system that works for everyone, from everywhere.

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Migrate
Migrate

Specialists in both on premises and cloud migrations, we can securely, efficiently and expeditiously migrate your data from your current environment, whether it is from an exisitng DMS or file share. We can upgrade your on premises environment before End of Life for classic clients.

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Support
Support

We provide ongoing support to our customers, whether on premises or cloud. We also provide support for custom workflows, integrated systems, such as Accounting and Time & Billing, and can arrange training services to ensure your staff and administrators are always well informed.

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Health Check

We all need periodic health checks, and so does your iManage environment.  Whether you are planning for a migration, upgrade or curious of best utilized features or what might be causing sluggish performance, a system health check can uncover surprising information about your DMS.

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iManage imDBCheck

One of the preliminary health check tools we use is the iManage Database Checker.  As iManage continues to develop this tool and add health check, data consistency and referential integrity checks, this tool will report critical errors, warnings and successful results.  This tool will be a part of every health check, however the goal of this tool is to prepare an environment for a cloud migration.  Not every reported issue is necessarily impactful, even for those planning for a cloud migration.  Once the tool s installed and run, we will assist your staff to remediate any critical issues and guide you through al other reported issues to ensure you are fully aware of any impact a resolution may have on your envoronment.

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Design

We assist with the Planning and Design of your implementation that best represents your workflow, increasing productivity, streamlines tasks and reduces effort..
File Shares
System Configuration

Configure initial sytem-wide settings, menus, authentication, captions as well as user/group provisioning and other system configurations.

New Install No DMS
Workspace Design

Review firm's facets, nomenclature, external systems and categorizations. Design functional structures encompassing security and ease of use.

Other DMS
Data Mapping

Map old data to new data elements, such as captions, metadata, security and organization of documents and electronic content in preparation of migration.

Other DMS
Desktop Configuration

Configure and design desktop application integrations with the iManage client, including third-party integrations and workflows.

Cloud Migration

Each migration is unique, from the data source to the firm organization. 
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New Installations

New installations are migrations to the iManage Cloud from environments that either never had a document management system or or importing from file or network shares. File systems can include exports from Sharepoint, Box, DropBox, OneDrive or network shares.

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Legacy Migrations

Legacy migrations are those environments where an existing document management or similar systems where the documents and their related properties exist in a structured database or proprietary system. Data mapping is reviewed and performed and synched to the iManage Cloud.

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Consolidate & Migrate

Often larger environments may contain more than a single source system, which can also be in multiple regions and may even be from disparate systems. Data mapping, including document renumbering, is performed, ithen migrated to the iManage Cloud.

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Split & Migrate

Although not as common, some firms may have gone through a consolidation, but now would like to break out their environment into target regional Cloud data centers. In this scenario, the target data isexported from the main library, mapped as needed to the newlibrary, then imported.

On Premises Migration

We have been implementing iManage since its inception  We aren't new to the game; we've always been here.
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Document Import

Very often, new personnel will bring their content to the firm and this data must be imported into the existing iManage environment.  We assist with the mapping, cofiguration and importing of data including dependent properties, such as client matter mapping/import, document class and other properties.

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Upgrade

Customers who  have implemented iManage years ago often would like to migrate their existing environment to a new virtual environment as well as rethink their current design.  Upgrading offers a set of new features and a new user interface.  Training is often required to bridge the gap for users.

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Consolidate & Migrate

Very often, firms would create separate databases per region or office, or to ensure security.  With the increase in internet speeds, security concerns and reduced cost and reduced overhead, many firms see the benefits of consolidation. 

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Split & Migrate

Although not as common, some firms may have gone through a consolidation, but now would like to break out their environment into target environments. Similar to Cloud environments, target documents are exported thenimported to the new source.

Support

We offer Administrative and Help Desk Training for your support team. We also partner with Trainers to provide end user training and support.
Admin/Help Desk Training & Support

We offer technical training to administrative and help desk personnel. This training can include daily tasks, customized workflows, scrpts and tasks, as well as introduction to the new administrative user interface. We provide escalated support, and can open tickets on your behalf directly with vendors. We also ensure integration with source data, such as Accounting and Time & Billing Systems, as well as Records Management and other backend integrated systems.

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End User Training & Support

We arrange ens user training, both remote and onsite. Training is often required for all system migrations and upgrades if the firm is on an earlier version of the client software. The trainer will collaborate with your firm to determine the best agenda and audience, as well as schedule. Our technical consultants also collaborate with the Trainer to review all settings, configurations and workflows to ensure proper messaging to your users are conveyed accurately.

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Our Process

Regardless of your migration strategy, we follow the industry standard methodology of ETL - Extract, Transform and Load.  Our ETL process includes the following:

1

DISCOVERY

Our team will conduct a full systems analysis and Health Check of your current system, report findings and identify any concerns early in the process to ensure a smooth migration.

2

DESIGN

We then begin the Design and Build process, which may include mapping old and new data elements and providing mockups of the new system prior to migrating any data.

3

MIGRATE

After receiving design and build approval, we begin the initial "baseline" migration, a full data load of all metadata, objects and data.  A final migration occurs prior to Go Live.

4

SUPPORT

User Acceptance Testing is performed and and changes are made as needed.  We provide continued monitoring and support post Go Live, ensuring proper knowledge transfer is complete.

Our Partners

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iManage
Litera Prosperoware
Rbro Solutions
Guardian IT Systems
Clarus Training
Ricoh USA
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About Us

With three decades of document management experience, Carmen De Jesus founded Mattricity in 2008. Mattricity provides subject matter expertise in electronic work product and records management. We are both Certified Partner and Reseller. Understanding the integration from the backend allows Mattricity to specialize in full life cycle management, from intake to records management, as well as workflow process improvement.  Design, configure, advise, implement and maintain customized workspace-centric environments utilizing rapid deployment methodologies which incorporate industry proven best practices, whether on premises or cloud. We specialize in complex data migrations and conversions from structured and unstructured environments involving data analysis and mapping from diverse sources. Incorporate Accounting, Records, Time & Billing, Security and Reporting systems and integrate desktop and productivity applications with document management systems, including Office 365, Exchange Online, Workshare, etc. Mattricity offers technical training and train the trainer curriculum. Mattricity also trains engineers interested in the migration process specific to iManage databases, altough skills are easily transferrable to any application.

MATTRICITY LLC
Carmen De Jesus, Founder

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