From iManage Straight to Lizzy: Your Documents, Within Your Workflow

The iManage connection lets you ask Lizzy about documents stored in the system and receive a link directly in the chat that takes you to your iManage environment.

Your Document Management System, Just a Question Away

Finding the right document takes time and may involve switching between systems and a searching processes that interrupt your workflow. The iManage connection lets you start your search within your conversation with Lizzy: ask about the document you need and receive a link that takes you to it in your iManage environment.

How to Get Started: Connect, Enable, and Ask

First, make sure the iManage connector is connected. Then, enable iManage in Lizzy’s list of sources. From there, simply ask Lizzy a question about a document stored in iManage. Lizzy searches the system and returns a link in the chat that takes you to the document in your iManage environment. This makes Lizzy a convenient starting point for finding the documents you need, without changing where you manage them.

The Bottom Line

Your document stays in iManage, and access to it starts in the chat. Connect the connector, enable iManage as a source, and ask Lizzy about the document you need. The link appears directly in the chat and takes you to your iManage environment - a shorter path from question to document, as part of your workflow.