Records Manager

iManage Records Manager is an enterprise records and information governance solution within the iManage platform, designed to manage the full lifecycle of both physical and electronic records across an organization. It provides centralized policy control, automated retention and disposition, and compliance enforcement across multiple repositories (e.g., iManage Work, file shares, and physical archives). The system is positioned as a governance layer that operates “in place,” enabling organizations to apply consistent records policies without requiring data migration or workflow disruption.

Key Features and Functions include:

• Unified Records Governance Across Repositories
  Centralizes management of both physical and electronic records, enabling organizations to apply consistent governance policies across systems such as iManage Work, file shares, and offsite storage.
• Policy-Based Retention and Disposition Automation
  Automates retention schedules, archiving, and disposition rules using configurable policies, ensuring records are retained and deleted in accordance with regulatory and organizational requirements.
• Single Policy Control Framework
  Allows administrators to define and enforce a single set of policies across all content types and repositories, eliminating the need for fragmented governance rules.
• Automated Record Declaration
  Ensures that documents are automatically declared as records during normal user workflows, with retention policies applied without additional manual steps.
• Compliance Management and Audit Trails
  Maintains detailed audit histories of actions (e.g., retention, disposition, access), supporting defensibility, regulatory compliance, and audit readiness.
• Role-Based Dashboards and Reporting
  Provides customizable dashboards tailored to different user roles (e.g., records managers, compliance teams), offering real-time visibility into records activity, policy enforcement, and key metrics.
• User-Driven Approval Workflows
  Enables controlled approval processes for record retention, legal holds, and disposition decisions, allowing staff to participate within governed workflows.
• Security and Access Control Integration
  Integrates with iManage security tools (e.g., Security Policy Manager) to enforce need-to-know access and protect sensitive information across the records lifecycle.
• Legal Hold and Risk Mitigation Capabilities
  Supports governance controls such as legal holds and controlled disposition to reduce legal and compliance risks associated with over-retention or premature deletion.
• Cost Optimization Through Lifecycle Management
  Reduces storage costs by ensuring that only necessary records are retained and obsolete data is systematically disposed of.
• Centralized, Web-Based Interface
  Provides a unified interface for managing records across the organization, accessible via web and mobile, with an emphasis on usability for non-technical records teams.