How cctax Built a Modern, Secure DMS with Morae’s iManage Cloud Solutions

As a newly independent legal entity, cctax & legal GmbH — a strategic spin-off from Clifford Chance Germany focused on agility and innovation in the tax and legal sector — needed to build a robust, scalable, and secure document management infrastructure that could support operations from day one.

The firm faced a unique set of challenges:

• As a spin-off with no legacy infrastructure, cctax needed to build document management capabilities from scratch.
• Operating independently meant inheriting full responsibility for data governance, privacy, and regulatory compliance.
• The team required a system that was intuitive, fast, and aligned with modern tax and legal workflows.

cctax partnered with Morae to implement iManage Cloud, a document and email management platform tailored for tax and legal professionals. Morae's approach included:

• Collaborating with cctax leadership to define system requirements, success metrics, and decision-making support — including evaluating alternatives.
• Leveraging Morae's proven iManage implementation framework to deliver a working solution within tight timelines.
• Designing a secure environment with advanced access controls, encryption, and audit capabilities.
• Conducting administrative training to ensure the team was fully ready to manage the system on day one.
• Playing an integral role in project delivery, as cctax had no internal IT department and relied on an external IT provider.

The deployment also involved migrating legacy data from Clifford Chance, as cctax needed to retain access to historical matters, documents, and workflows. Morae led the migration effort, ensuring that:

• Matter-centricity was preserved.
• Metadata integrity was maintained across practice areas.
• Security protocols were aligned with cctax's new independent governance model.

The migration was executed using Morae's iManage Migration Appliance, supporting seamless transitions from on-premises and file share systems into iManage Cloud.

The implementation featured a matter-centric architecture that streamlined document profiling and improved findability, integration readiness for future tools like billing, case management, and collaboration platforms, and a scalable design built to support expansion across geographies and practice areas.

• cctax launched with a fully functional DMS, enabling immediate productivity.
• Teams could securely access, share, and co-author documents from anywhere.
• Automated policies ensured compliance with legal and client requirements.
• High adoption rates and positive feedback from legal professionals validated the system's usability.
• Client satisfaction led to additional engagements, including iManage Share.