WorkSpace Manager is the industry-leading tool for implementing and maintaining matter-centric architectures in WorkSite. No other product is designed to manage every aspect of the matter management architecture within WorkSite, and no other product allows you to extract and combine data from other internal firm applications and conveniently display it within the matter-centric interface.

With power, flexibility, security and ease, WorkSpace Manager gives you access to and control over matter-centric:

• DATA: The “aura” of data about a matter that comes from all sources throughout the organization – accounting, practice management, matter management, security/ethical wall, docketing, time and billing, and WorkSite itself.
• STRUCTURES: How the WorkSpace (matter) is structured, restructured, updated and re-secured.
• DOCUMENTS: How documents are organized, re-organized, tagged, re-tagged, secured, and re-secured.
• DISTRIBUTION: How the matter is distributed to users.
• REMOVAL: How matters are removed from users’ views once no longer needed.
• ARCHIVAL: How matters are moved, archived, and restored.

Instead of changing your business practices to adapt to WorkSite, utilize WorkSpace Manager to adapt your matter-centric environment to meet your specific business needs.

Key Features

• Manage every aspect of your matter-centric architecture in WorkSite, including WorkSpace creation, distribution, security updates, document provisioning, and more.
• Bridge mission critical system "islands" through fully-automated and continuous synchronization with external data sources (like accounting, timekeeping, matter management or records management databases).
• Empower your firm through complete MCC automation, increased speed, ease of use, and powerful adaptability.
• Mitigate risks by automatically escalating matters with critical deadlines so potential problems do not arise.
• Track profitability and activity with powerful reporting features.
• Achieve fault tolerance and comply with records retention policies by aging and archiving matters.
• Distribute matters, in advance, to assigned users in personalized structures.
• Give users access to the content they need, the way they need to see it, for any matter they are working on - and change views at any time.
• Move content where it belongs, updating metadata and security settings automatically.
• Optimize system performance with our lightening-fast multi-instance "Engine" architecture.