MatterExport

Departure Workflow

Export All iManage Matters for a Departing Lawyer — Same Day

Lawyer departures are time-sensitive. MatterExport gives your firm a repeatable, same-day workflow to export complete iManage matter sets with structure and metadata preserved. No server setup, no infrastructure decisions.

1

Search by lawyer, client code, or matter

Find every workspace associated with the departing lawyer across your entire iManage system. Search by name, client code, or matter number.

2

Export with folder structure preserved

Export complete matters while preserving the full workspace hierarchy. No 9,999 document limit — export everything in one operation.

3

Deliver with full audit trail

CSV metadata files and HTML export reports provide a complete record of what was exported, when, and by whom — for compliance and defensibility.

Why firms choose MatterExport for departures

  • No server provisioning — download, install, and export in minutes
  • No 9,999 document limit — export entire practices in one operation
  • CSV metadata and HTML reports for compliance and audit trails
  • Works with both iManage Cloud and on-premises deployments
  • Data stays local — documents export directly to your machine, never through third-party servers