Inactive Matter Review (IMR) Process
A Metastorm Process Pod® developed by I-nnovate

Category Services
Sub-category Application
Created By I-nnovate
Support Available From Professional Services Engagement and Follow-on Phone Support from I-nnovate +1 972 393 8643
Vertical Focus Legal
Send Pod Requests To Jackie Hanifan at jhanifan@i-nnovate.com
Brief Description of Functionality

Whether for periodic inactive matter management or as a mandatory task prior to a pending merger, all firms have a need for the systematic review and reclassification of inactive matters residing in their Financial Practice Management system (FPMS).

I-nnovate’s Inactive Matter Review (IMR) process fully automates inactive matter management with the distinct advantage of allowing the firm’s attorneys to participate directly in the process in a precipitate and easy manner. Attorneys can review and dispatch large volumes of inactive matters they are responsible for in just minutes with explicit enforcement of the firm’s rules, policies and approvals. Through the IMR process, attorneys make controlled and auditable updates to reclassify the status or dispatch their inactive matters directly into the firm’s FPMS, without those attorneys having to receive permissioned access into the FPMS application itself, or requiring authorized administrative staff to function as redundant intermediaries to update the matters in the FPMS application, as is necessary with manual, paper-based processes.

I-nnovate’s IMR POD includes:

  • Production-ready Metastorm BPM Process
  • I-nnovate Custom ASP.NET Grid
  • Pre-built SQL Server Reporting Services Reports
  • Integration to either Elite Enterprise or Aderant Expert
View Demo  WMV
Recommended Services Hours 84 Hours + Customizations (if any)

  • Pre-Installation Environment Diligence & Planning – 16 hrs
  • Base IMR POD Installation & Integration – 40 hrs
  • Testing - 16 hrs
  • Training - 8 hrs
  • Project Management - 4 hrs
  • Customizations/Enhancements – TBD upon individual client requirements
Resources / Collateral Available Technical Documentation, PowerPoint Presentation, Recorded Demo
Metastorm Enterprise Products Used and Supported Metastorm BPM Version 7.0, 7.5, 7.6 or Version 9
References On Application
Other Version Information
  • .NET Framework 1.1
  • SQL Server 2000
  • SQL Server 2005
  • SQL Server Reporting Services (SSRS)
  • Visual Studio 2005 or 2008 (Required for SQL Server 2000 SSRS. Optional for SQL Server 2005 SSRS)
  • Elite Enterprise 3.5, 3.6 or 3.7
  • Aderant Expert 5.0, 7.0 or 7.5
  • SWiFT v7 compatible version available - optional
Notes / Comments