Overview

DMSync for iManage is a metadata synchronization and document archiving tool developed by GDSI (Geller Data Solutions) for organizations using iManage Cloud as their document management system. It bridges iManage Cloud and local SQL infrastructure, enabling access to document profile data for reporting and operational purposes without requiring custom development resources.

Key features and functions include:

Automated Metadata Synchronization
Continuously syncs all document, folder, and Workspace profile metadata — including custom fields — from iManage Cloud to a local SQL server on a user-defined schedule, keeping data current and accessible for reporting and analysis.

SQL-Based Reporting and Custom Application Support
By replicating iManage metadata to SQL, the tool enables firms to create custom SQL reports and build or connect custom applications against live profile data without direct iManage API development.

Document Archiving and Restoration
Provides archive and restore functionality for iManage documents, supporting cloud storage management, regulatory compliance, and the ability to recover content as needed.

Document Tracking
Maintains a record of document creation, edits, and archive activity, providing an audit trail of content lifecycle events within the iManage environment.

Document Export for Disaster Recovery
Supports bulk export of documents to support disaster recovery planning and data continuity requirements.

Multi-Library and Organizational Unit Support
Syncs across multiple Organizational Units and iManage libraries simultaneously, with full support for users, groups, memberships, renames, moves, and account changes.

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HEADQUARTERS
US
LANGUAGES
English
YEAR FOUNDED
2014
REGIONS SERVED
Global
Latest Funding Round
Latest Funding Round
Total Funding Amount
Total Funding Amount
Areas of Use
TARGET AUDIENCE
Law Firms - 100-499 Lawyers
Law Firms - 20-99 lawyers
Law Firms - 500+ lawyers
Corporate Legal
PRACTICE AREAS

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