Case Study: James & Wells achieves streamlined document management and harmonized data with iManage

James & Wells reduces document management complexity with iManage

James & Wells, a specialist intellectual property law firm with six offices across Australia and New Zealand, needed to modernize how it managed a growing volume of case files and third‑party documents. The firm faced long, complicated file paths, inconsistent naming and filing practices, and limited central visibility, so it set out to replace legacy network shares with a cloud DMS that could automate filing, harmonize data, and enforce governance.

The firm selected iManage Work 10 in the Cloud and—working with Morae Global—used iManage APIs and custom scripts to integrate practice and task management systems, automate case folder creation, and implement a tri‑folder filing structure. The result is faster search and document access, stronger access controls and data governance, reduced operational and IT effort, freed‑up support staff, lower costs, high availability, and a solid foundation for future AI and collaboration tools like iManage Share and Security Policy Manager.

James & Wells

Tizio Panara

Information and Data Systems Manager