MinuteBox + iManage

Direct Integration with iManage

Upload and download documents directly between MinuteBox and iManage. Smart matter matching saves time by automatically navigating to the correct folder.

Overview

Skip the desktop, sync directly

MinuteBox integrates directly with iManage so you can upload and download documents without the inefficient save-rename-upload workflow. Matter numbers sync automatically, bringing you to the right folder every time.

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iManage + Minute Books

Send minute book documents to iManage with automatic matter matching—no folder hunting required.

iManage + Data Rooms

Upload deal documents directly from iManage or download executed documents back to your DMS.

iManage + Document Generation

Generate documents in MinuteBox and save them directly to the correct iManage folder.

iManage + Board Portal

Pull board materials from iManage or archive meeting documents back to your DMS.

No more save-rename-upload

Direct Upload & Download

Transfer documents directly between MinuteBox and iManage without touching your desktop. Upload from iManage into minute books, data rooms or board portals—or download documents back to your DMS with a single click.

  • Upload documents from iManage into MinuteBox
  • Download documents directly to iManage folders
  • Eliminate manual file transfers and renaming

Automatically find the right folder

Smart Matter Matching

MinuteBox syncs matter numbers with iManage so when you send documents from an entity, you are automatically brought to the correct folder. No more hunting through folder structures or misfiling documents.

  • Matter numbers sync between platforms
  • Navigate directly to the correct folder
  • Reduce misfiling and lost documents

Integration across all MinuteBox products

Works Everywhere

The iManage integration works throughout MinuteBox—minute books, data rooms, contract rooms, board portal and document generation. Wherever you work with documents, iManage is just a click away.

  • Available in minute books and entity management
  • Works in data rooms and contract rooms
  • Integrated with document generation

Efficiency gains that add up

Time-Saving Workflow

Stop wasting time on manual file transfers. The direct integration eliminates the inefficient save-to-desktop, rename, navigate, upload workflow that costs your team hours every week.

  • Eliminate repetitive manual file handling
  • Reduce context switching between applications
  • Free up time for higher-value work

MinuteBox has made life so much easier. It’s super quick compared to our previous platform. Everything is in one spot.

Amanda Innes
Senior Corporate Law Clerk
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