AUTONOMY'S AWARD-WINNING WORKFLOW SOLUTION NOW INTEGRATED WITH iMANAGE WORKSITE
New iManage Workflow Manager Leverages Unique Meaning Based Computing Technology to Help Firms Automate Document-Centric Business Processes
LEGALTECH®, LOS ANGELES - June 24, 2009 - Autonomy Corporation plc (LSE: AU. or AU.L), a global leader in infrastructure software for the enterprise, today announced that its flagship document management solution, iManage WorkSite, is now integrated with Autonomy's award-winning workflow solution, enabling customers to leverage a single unified approach for document and process management. Built on Autonomy's unique meaning-based technology, the new iManage Workflow Manager significantly enhances WorkSite's industry-leading document management by providing customers with the ability to automate and streamline their document-centric business processes, such as document review and approval, correspondence tracking, accounting engagement workflow, contract management, new client intake or conflicts check. By allowing customers to exercise tighter control over their key business process, the new Autonomy module delivers improved compliance and governance, while driving greater time and cost savings.
"As a long-standing WorkSite customer, I am excited to see that Autonomy is providing an integrated workflow module," said Pat Morris, Director of Project Implementations at Torys LLP, a leading Canadian law firm. "Automating key processes, such as new client intake and conflicts check, is critical from a risk and efficiency point of view and requires significant interaction with our core document management system. This integration will enable us to address these and other process automation challenges via a single platform in which we already have a significant investment."
The Autonomy iManage Workflow Manager is an intelligent process automation module with rich capabilities for modeling and simulating business processes via visual tools, rules-based routing, real-time activity monitoring, secure connectivity into other business systems, electronic forms and digital signatures. In addition, by understanding the meaning of the information in the repository, iManage Workflow Manager can intelligently route documents or raise alerts. The module provides out-of-the-box integration with all WorkSite clients, including FileSite, DeskSite, web, as well as mobile devices.
Autonomy iManage Workflow Manager enables legal, accounting, and government customers to address many of their critical business processes. For example:
Processes for Law Firms:
New Matter Intake: The new matter intake process is one of the most critical processes for a law firm. The firm needs to ensure that new matters are free of ethical and business related conflicts of interest, and the matters must be initiated in multiple enterprise systems and approved by the appropriate individuals. With Autonomy iManage Workflow Manager, this process can be reduced from weeks to hours.
Approvals of High Risk Documents: Frequently, law firms create documents that represent significant potential liability to the firm, such as opinion letters that are created as part of corporate M&A, tax and other types of transactions. The iManage Workflow Manager automates the processes for the creation, review, and approval of these documents, creating better management visibility and reducing risk to the firm.
Processes for Government Agencies:
Correspondence Tracking: The iManage Workflow Manager enables government agencies to track correspondence, complaints, approvals and responses to provide efficient and prompt services to its constituents. It enables automatic creation of electronic folders for each issue and provides the ability to make assignments, track due dates and provide management key metrics and reports.
Processes for Accounting Firms:
End-to-End Engagement Workflow: The Autonomy iManage Workflow Manager enables accounting firms to automate, control, and track their entire engagement process with clients, from the introduction of a new client or engagement, through engagement work, to the engagement closing where client files can be automatically retained, archived, and disposed of appropriately. The integration of the new module with WorkSite, practice management, and other enterprise systems results in consistent data and requires minimal effort to achieve compliant business process across multiple offices and practice areas. It also allows accounting firms to make better use of their resources in all offices by identifying workload and automating scheduling decisions.
New Client Acceptance: Even before an engagement begins, implementing a controlled new client acceptance process enables a firm to accurately assess potential risk, and become more efficient and consistent across offices by eliminating cumbersome paper-based processes.
"For over a decade, Autonomy iManage has been focused on addressing the information management challenges of law and accounting firms as well as government agencies," said Anthony Bettencourt, CEO of Autonomy Interwoven. "Built on Autonomy's unique meaning-based technology, the integration of the iManage Workflow Manager with WorkSite combines the power and flexibility with ease of use to radically improve business processes for our customers, helping them to enhance operational efficiency and reduce compliance risks."
The iManage Workflow Manager is available as an optional add-on product now. Please visit www.autonomy.com/iManage to find out more.
About Autonomy iManage
Autonomy iManage is the leader in information management applications for the legal and professional services market. Building on Autonomy s advanced Meaning Based Computing platform, Autonomy iManage offers the most comprehensive suites of information management applications all on a common platform. Autonomy iManage has over a decade of experience working with law and accounting firms to understand how these professionals interact with information and their need to find, manage and process large volumes of content quickly and intuitively. Organizations from all over the world, including 75 of the top 100 global law firms, are standardizing on Autonomy iManage which uniquely spans the complete EDRM on a single technology platform, including document and email management, information governance, archiving and records management, knowledge management, policy management and eDiscovery, legal hold and review. Autonomy iManage can now link over 1,400 law firms with the data inside over 20,000 corporate clients using powerful, familiar tools, and is the only vendor to offer the ability to access and analyze corporate information in-place for a case, eliminating point solutions and the risky and costly hand-offs of data used for investigations and litigation.
Customers include corporations and law firms such as Allen & Overy, BAE Systems, Bloomberg, Citigroup, Deutsche Bank, DLA Piper, Grupo Santander, HSBC, LexisNexis, Linklaters, Lloyds TSB, Merrill Lynch, Slaughter and May, UK Law Society, and White & Case. More than 400 companies OEM Autonomy technology, including Symantec, Citrix, HP, Novell, Oracle, Sybase and TIBCO. The company has offices worldwide.
Autonomy and the Autonomy logo are registered trademarks or trademarks of Autonomy Corporation plc. All other trademarks are the property of their respective owners.
Summary: ...in-place for a case, eliminating point solutions and the risky and costly hand-offs of data used for investigations and litigation. Customers include corporations and law firms such as BAE Systems, Bloomberg, Citigroup, Deutsche Bank, DLA Piper, Grupo Santander, LexisNexis, Linklaters, Lloyds TSB, Merrill...
Summary: ...standardizing on Autonomy iManage which uniquely spans the complete EDRM on a single technology platform, including document and email management, information governance, archiving and records management, knowledge management, policy management and eDisclosure, legal hold and review. Autonomy iManage...
Summary: ...Farrow Wyatt Case Study. Autonomy iManage can now link over 1,400 law firms with the data inside over 20,000 corporate clients using powerful, familiar tools, and is the only vendor to offer the ability to access and analyze corporate information in-place for a case, eliminating point solutions and the...
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Summary: ...at every stage of an engagement. When a ne engagement is added to the frm’s practice management system, a workspace is automatically created in WorkSite based on the appropriate engagement type, including both content folders and workflow tasks. A CaseWare fle is created and stored within WorkSite,...
Summary: ...point solutions and the risky and costly hand-offs of data used for investigations and litigation. Customers include corporations and law firms such as BAE Systems, Bloomberg, Citigroup, Deutsche Bank, DLA Piper, Grupo Santander, LexisNexis, Linklaters, Lloyds TSB, Merrill Lynch, Slaughter and May, UK...
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Summary: ...William Buck Case Study. Integrations with the firm’s practice management system automate the generation of workspaces as engagements are initiated, providing professionals with a single environment to store and access complete engagement content, including email, faxes, and OCR-captured content as...
Summary: ...Clearwater Case Study. A customized utility based on WorkSite Server with Caching reduces latency by pre-loading servers in satellite offces with documents for better performance. WorkSite Communication Server auto-fles incoming and outgoing emails into addressable workspaces, reducing email overload...
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This is a small selection of the Autonomy case studies available, please visit our publications site at http://publications.autonomy.com/ for more information.
Summary: ...invoke workflow functions right from the WorkSite user interface. The combination provides iManage customers the ability to automate and streamline business processes such as document review and approval, correspondence tracking, accounting engagement workflow, contract management, new client intake or...
Summary: ...legal hold and review. Autonomy iManage can now link over 1,400 law firms with the data inside over 20,000 corporate clients using powerful, familiar tools, and is the only vendor to offer the ability to access and analyze corporate information in-place for a case, eliminating point solutions and the...
Summary: ...Business Processes Workflow Manager enables firms to manage critical processes such as document review and approval, client acceptance and engagement closing. It provides an ideal platform for managing, tracking and controlling the end-to-end engagement processes in tax and other practice areas. iManage...
Summary: ...management to address retention policies and ensure compliance • Document imaging to transition legacy files to a paperless environment • Workflow and project management to automate and track business processes • Web portal for employee intranets, remote access, and selfserve client portals www.autonomy.com...
Summary: ...a case, eliminating point solutions and the risky and costly hand-offs of data used for investigations and litigation. Customers include corporations and law firms such as Allen & Overy, BAE Systems, Bloomberg, Citigroup, Deutsche Bank, DLA Piper, Grupo Santander, HSBC, LexisNexis, Linklaters, Lloyds...
Summary: ...on Autonomy iManage which uniquely spans the complete EDRM on a single technology platform, including document and email management, information governance, archiving and records management, knowledge management, policy management and eDisclosure, legal hold and review. Autonomy iManage can now link over...
Summary: ...sampling or a combination of each, a series of workflows must be initiated to conduct a thorough review and identify any potential issues. To greatly simplify this process, the Supervisor module provides a series of built-in review and escalation workflows that are fully customizable to address the best...
Summary: ...Workflows – Numerous workflows are embedded in the application to manage the conflicts process more seamlessly and integrate with new business intake workflows. • Expanded and Configurable Scope of Data Sources – Conflicts analysts can easily add or remove internal or external data sources including...
Summary: ...in-place for a case, eliminating point solutions and the risky and costly hand-offs of data used for investigations and litigation. Customers include corporations and law firms such as Allen & Overy, BAE Systems, Bloomberg, Citigroup, Deutsche Bank, DLA Piper, Grupo Santander, HSBC, LexisNexis, Linklaters,...
Summary: ...policies, sampling, or a combination of each, a series of workflows must be initiated to conduct a thorough review and identify any potential issues. To greatly simplify the process, Autonomy Supervisor provides a series of customizable, built-in review and escalation workflows to address the best practice...
Summary: ...all critical business content and email correspondence into easily searchable engagement or client specific workspaces or folders, while still working within the familiar framework of existing business applications. The WorkSite Email Management module complements WorkSite with a comprehensive set of...
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Summary: ...or investigators. To greatly simplify the process, Autonomy Supervisor provides a series of customizable, built-in review and escalation workflows to address the best practice needs of a particular organization. A set of message-based tools enables one-step approval or escalation, depending on the appropriate...
Summary: ...from ERP and audit-based strategies in its ability to address the unique compliance challenges of web applications. The Interwoven CAP Solution complements Interwoven’s collaborative document management and records management solutions, which address additional content compliance requirements, to comprise...
Summary: ...ACA automatically recognizes concepts and context within all forms of information, and injects this understanding into the company's comprehensive set of information governance modules, which include Autonomy Early Case Assessment, Legal Hold, Introspect, Records Manager, Supervisor and iManage WorkSite....
Summary: ...governance platform. Legal Hold is fully auditable, easy to use, and automates the workflow and processes necessary to demonstrate good faith compliance with the duty to preserve. 12 Addressing the Information Governance Challenge Automation: It’s Not an Either / or Choice Fully automating retention...
Summary: ...of jurisdictions, the client owns the file but the lawyer need only produce end-product documents and may deny access to their clients to at least some portions of the file, including documents that were intended for internal law office review and use (such as internal memoranda, conflicts checks and...
Summary: ...WorkSite into its existing systems, Scrutton Bland eliminated the use of paper in its daily work and streamlined processes. Electronic documents can now be saved directly into electronic client files from applications such as Microsoft Word, Excel, Adobe Acrobat, and the firm’s accounts and tax return...
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Summary: ...capabilities coupled with automated workflow and process management functionality can then enable sophisticated active monitoring and triggering features that increase the integrity of the business processes, minimize the potential of costly errors, and add another level of internal controls optimization....
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This is a small selection of the Autonomy White Papers available, please visit our publications site at http://publications.autonomy.com/ for more information.