Morae WorkView is an add-on for iManage that provides a comprehensive electronic file management solution for legal and professional services firms. It allows users to view selected matter or case data directly from their FileSite/DeskSite client, replacing physical files and integrating with various applications to streamline workflow and improve efficiency.

Key Features

Electronic File Management Replaces physical matter/case files with a digital solution

• Displays selected data from various applications
• Customizable data presentation including text, graphs, and images

Integration with iManage and MS Outlook Seamlessly works with existing document management systems

• Compatible with FileSite or DeskSite (version 8.0 and later)
• Supports MS Outlook versions 2007 to 2016 and Office 365

Customizable Data Display Allows sites to choose and present relevant data to end-users

• Adjusts information based on user security and matter/case type
• Includes an intuitive admin tool for configuration

Additional Functionality Provides extra features to enhance productivity

• Enables tabs for Reports and Disbursement recording
• Offers Tasks/Events synchronization with Outlook Calendar/Tasks

Benefits

Cost Reduction Minimizes expenses associated with paper-based file management

• Eliminates need for physical storage space
• Reduces time spent on manual file handling and retrieval

Improved Efficiency Streamlines access to matter/case information

• Centralizes data from multiple sources in one interface
• Enables quick actions like document generation and digital dictation

Enhanced Security Ensures appropriate access to sensitive information

• Adjusts displayed information based on user security settings
• Allows administrators to define access levels for different matter/case types