Co-Flo:
Natively integrated with iManage. One tab. One solution.
Co-Flo Enterprise is an enterprise-level business process and workflow management solutions provider. Co-Flo Enterprise integrates seamlessly with iManage. This makes it easier to drive your business processes; and to automate menial tasks that slow you down and don’t add value. Co-Flo Enterprise has been built to seamlessly integrate with iManage Work –helping you get more out of your systems.
We understand the needs of large corporations. Corporations need a solution that augments the way that they work. Co-Flo’s dynamism caters for how you do things -and its flexibility allows it to evolve with your business. This, coupled with Co-Flo’s best practice project processes, drives great User Adoption and ROI. And Co-Flo is ISO 27001 certified – giving you unbridled peace of mind.
Features
Take control of your work
With Co-Flo you can elevate your internal processes and compliance, without elevating costs.
Work & Case Management
With iManage Work, you can manage all tasks, cases, matters, or projects within your business efficiently. Co-Flo provides comprehensive visibility and control over your business processes, enabling you to deliver superior, faster service to both internal teams and external clients. Designed for a seamless user experience, the platform empowers your teams to focus on high-value work anytime, anywhere.
Dashboards & Reporting
Co-Flo Dashboards offer a complete overview of everything happening within your business. The intuitive interface allows you to customize dashboards to meet the unique needs of specific business units and client requirements. The best part? No need for technical support— Co-Flo’s dynamic no-code designer interface makes creating and modifying charts and dashboards a breeze.
eSigning Bridge
Co-Flo enables seamless document transfer from iManage Work to your preferred eSignature platform. Once signed, the document is automatically saved and correctly filed in the appropriate iManage folder.
Enterprise Grade Security
Co-Flo is certified compliant with ISO/IEC 27001:2013, the leading global standard for information security management systems (ISMS). By employing industry-leading security tools and embracing a comprehensive approach to defense in depth and continuous improvement, we provide security you can rely on.
Co-Flo’s iManage Integration
Co-Flo integrates effortlessly with iManage Work, enhancing the value of your Document Management System without disrupting your existing processes. Designed to fit seamlessly into the iManage interface, Co-Flo appears as an action button in the toolbar and a menu item, allowing users to quickly incorporate its functionality into their daily tasks for immediate efficiency gains. Boost productivity and manage risk effectively with the powerful combination of Co-Flo Enterprise and iManage Work.
Module overview of Co-Flo’s features
Work-Product Management
Effortless and Fast Workspace Creation
Co-Flo allows you to create a Workspace without ever leaving iManage. Easily initiate a matter, case, or project by accessing the Workspace Smart Form directly from your browser within iManage. Co-Flo’s Work-Product Management Smart Forms are fully customizable with unlimited metadata fields, enabling you to collect all the necessary information tailored to your business needs.
iManage Workspace Generation
Once a Workspace is created, Co-Flo immediately sets up an iManage workspace with your preferred standardized folder structure for your specific Work type. This ensures consistent and easy navigation across every workspace, every time.
Work Aligned with Your Organizational Structure
Co-Flo allows you to link each Workspace to a Business Unit, OpCo, or Department, fostering accountability and providing valuable feedback to your internal customers. This feature contextualizes your work and reduces the risk of orphaned tasks as organizational structures evolve. Co-Flo also ensures clear accountability by assigning matters to specific users, preventing tasks from being overlooked. Its bulk edit and reassign feature efficiently manages work transfers during staff changes or absences, maintaining seamless management and oversight.
Advanced Reporting & Dashboards
Gain actionable insights into your work directly within iManage Work. Co-Flo’s interactive and configurable dashboards display real-time information, allowing you to focus on the data that matters most to your business. When users identify an actionable insight, a single click on the chart takes them straight to the relevant Workspace — saving time and empowering your team to prevent bottlenecks before they affect service levels.
Uncompromising Security
Security is a top priority with Co-Flo, which employs enterprise-grade sign-in technologies to ensure that only the right people have access to the right data. Security can be configured at the role, group, and individual levels, and Co-Flo ensures that the security controls and roles defined in your iManage Security Policy Manager (SMP) are consistently applied across all workspaces, dashboards, and documents.
Dashboards & Reporting
Stay ahead of your SLA commitments and highlight the value of your legal team with Co-Flo Dashboards & Reports, which provide real-time insights into both leading and lagging performance indicators. This ensures you always have a clear view of operations. Co-Flo also keeps your team focused on high-priority matters by tagging tasks with risk levels and prominently displaying them on Dashboards. With the ability to drill down, sort, and filter data, your team can conduct focused analyses and take immediate action with just one click to the relevant iManage Workspace.
Co-Flo optimizes team resource allocation by offering an in-depth view of each team member’s workload, facilitating fair and effective task distribution. When additional budget is needed, Co-Flo’s detailed workload insights help justify requests with real-time data and trends. The agile BI Designer interface allows for on-the-fly changes to charts and data, with updates reflected instantly across dashboards. Co-Flo also simplifies the creation of executive updates and auditor reports by enabling direct data extraction into user-friendly spreadsheets. Access security and control are paramount, with customizable settings at both user group and individual levels, ensuring that data access and security are tightly managed.
eSigning Bridge
The Co-Flo eSigning Bridge streamlines the signing process, minimizing delays and reducing risks during contract execution. By managing tailored workflows across systems, Co-Flo allows your team to send documents for signing with just a few clicks within iManage, eliminating the need for file downloads or re-uploads. Once signed, Co-Flo automatically files the document in the correct iManage folder, freeing your team to focus on more valuable work. Additionally, you can easily track signature statuses directly within iManage Work, saving time and maintaining full control over the execution process.
Enterprise Grade Security
Co-Flo offers enterprise-grade security certified by ISO/IEC 27001:2013, the leading global standard for information security. The platform is built on robust cloud architecture, employing multi-layered security controls and advanced encryption methods to safeguard your data. It ensures the confidentiality and integrity of your information through secure encryption technology and best-in-class authentication protocols, including multi-factor authentication. With granular security and access management, Co-Flo allows precise control over data protection, drawing on iManage-defined security roles.
Focus on what matters
Frictionless professional operations
Avoid battling to implement and integrate multiple systems. Co-Flo makes your technology investment both more affordable and far less risky. Get the full process solution to your business needs with Co-Flo Enterprise.
