Page 1

Milan Rules-Based Re-Filing Automatically update security and metadata whenever documents are touched The native re-file command in DeskSite and FileSite presents a number of challenges: ›› When moving documents, professionals are prompted in a dialog for whether they want to update the metadata and security of documents. The default operation suggests that re-file not occur, which is the opposite of most firms’ requirements. As a result, documents may have different clientmatter than the folder to which documents are moved. › If users do not have full access to documents and invoke the iManage re-file command, iManage changes the profile information but not the security. So while professionals intended to move documents to secure them, they actually remain open to a wider audience. ›› The use of the native re-file command on folders will update the security of any documents for which professionals have full access to match the security of the folders. The result is that documents that were secured to a limited set of individuals can be unintentionally shared with larger audiences. ›› When the native re-file command is executed on large quantities of documents and email, DeskSite or FileSite is locked until the process completes. Last but not least, since FileSite is an extension of Outlook, professionals also will not be able to send email.

The program lets firms define rules for different types of content, preventing documents that are more tightly secured from inadvertently becoming potential liabilities.

Milan Rules-Based Re-filing automatically updates security and metadata whenever documents are touched, allowing legal firms to turn off or remove the native re-file command in DeskSite and FileSite to avoid device lock-ups and remove the re-file decision. With its server-side process, the program lets firms define rules for different types of content, preventing documents that are more tightly secured from inadvertently becoming potential liabilities.

© 2014 Prosperoware LLC

www.prosperoware.com


Product Features › Replaces the native iManage e-file command with a server-side process that allows firms to determine different re-filing rules depending on the type of content and its destination › Continuously monitors and evaluates all changes for documents stored in iManage to determine whether re-filing rules, ethical walls, or information barriers should be applied › Monitoring occurs without the use of triggers or other changes to the iManage database › Sets up different re-filing rules based on metadata of source and target locations › Provides single interfaces for administrators to monitor activity, including recent activities, frequently changed documents, and errors › When used in conjunction with Milan Confidentiality Management or Milan Matter Teams, Milan Rules-Based Re-filing enforces and heals breaches to ethical walls and confidentiality management, providing a single process for re-filing and ethical wall enforcement

The Platform The Milan for Information Governance family of products is for organizations that use iManage, DeskSite, and FileSite (iManage product family) as their document management system. Milan promotes greater adoption of the iManage product family by empowering users to do more by improved administration without IT intervention. For organizations that are focused on improving collaboration and work processes, Milan enables a more standardized approach in the iManage. For the information governance and risk management professional, Milan enables processes such as transfer of client files and confidentiality management, including ethical walls, litigation holds, data leakage, and investigations. Milan also provides functions for SharePoint and iManage Records Manager (IRM).

About Prosperoware Prosperoware delivers a family of software products and integrated platforms to improve matter centricity, information governance, remote access, iManage and SharePoint integration, and pricing and experience management. Prosperoware enables lawyers and professional staff to manage a wide range of document-intensive processes without IT support across multiple systems, including iManage, Microsoft SharePoint, and any system that stores security in a SQL database. Prosperoware clients include BakerHostetler, Berwin Leighton Paisner, Cravath Swaine & Moore, DLA Piper, Duane Morris, Hill Dickinson, Hughes Hubbard & Reed, Sheppard Mullin Richter & Hampton, and White & Case. Prosperoware has offices in Europe, Asia, and the United States. To learn more, visit Prosperoware’s website at www.prosperoware.com.

Platform Support IIS 6 or later .NET 4.0 or later SQL Server 2005 or later iManage 8.5 Server or later DeskSite or FileSite 8.0 SP1 or later Windows Server 2008 R2 or later (virtual or physical) Localization support IE8 or later, Chrome 16, Safari

Milan RulesBased Re-Filing continuously monitors and evaluates all changes for documents stored in iManage to determine whether refiling rules, ethical walls, or information barriers should be applied. Contact Us Today www.prosperoware.com

© 2014 Prosperoware LLC

Milan Rules-Based Re-filing  

Automatically update security and metadata whenever documents are touched

Milan Rules-Based Re-filing  

Automatically update security and metadata whenever documents are touched