Professionals who work extensively in Salesforce are now able to quickly and securely access vital work products, like legal agreements and contracts, directly from the iManage platform. The iManage to Salesforce Integration, powered by AdvoLogix, creates a seamless connection between iManage document and email management and the Salesforce platform.

The integrated solution enables users to access iManage workspaces, folders, and content directly from Salesforce, removing the need to switch applications and delivering a better user experience. Join Dan Bellopede and Katy Deschenes from AdvoLogix and Chuck Davis from Morae to see the Core Capabilities in action:

• Map directly from the Salesforce platform to selected iManage workspaces or folders
• Navigate iManage workspaces, folders, and content with a simple click
• Upload and save documents or folders via drag-and-drop or quick dialog – And much more!

Speakers

Dan Bellopede
Dan is a proven, results-oriented SaaS/technology executive with a documented track record of overachieving revenue and profit objectives in startups and early-stage legal technology companies. He has an aptitude for developing winning go-to-market strategies and implementing business plans to realize successful market opportunities, partnerships, and execution.

Chuck Davis
Chuck is a Managing Director responsible for Morae’s iManage and digital transformation business in North America. At Morae, he spearheads a team of talented business development professionals who articulate and evangelize solutions for law firms, corporate legal departments and professional service organizations. He refers to himself as a recovering legal-IT professional; one who has the unique capacity to translate technology-speak into business conversation.