These are some of the general metadata and how it maps from iManage to CAM (if your firm maps them differently, then they will differ for you)
You can find a PDF of this in the Litera Customer Center under downloads.
Create your metadata or use autodiscover to bring over the metadata found from the system(s).
Map the metadata between CAM and the external systems so the metadata can be tied to the correct fields. E.g. docnum in iManage is tied to the CAM document_number field.
iManage | CAM |
Custom1 (Client) | ClientId |
Custom1 Description | ClientName |
Custom2 (Matter) | MatterId |
Custom2 Description | MatterName |
Custom3 (Status) | StatusId |
Custom3 Description | StatusName |
Custom4 (Jurisdiction) | JuridisctionId |
Custom4 Description | JuridisctionName |
Custom5 | custom5id |
Custom5 Description | custom5name |
Custom6 | custom6id |
Custom6 Description | custom6name |
Custom7 | custom7id |
Custom7 Description | custom7name |
Custom8 | custom8id |
Custom8 Description | custom8name |
Custom9 | custom9id |
Custom9 Description | custom9name |
Custom10 | custom10id |
Custom10 Description | custom10name |
Custom11 | custom11id |
Custom11 Description | custom11name |
Custom12 | custom12id |
Custom12 Description | custom12name |
Custom29 (Practice Area) | PracticeId |
Custom29 Description | PracticeName |
Custom30 (Matter Type) | MatterTypeId |
Custom30 Description | MatterTypeName |
Custom13 (From) | custom13 |
Custom14 (To) | custom14 |
Custom15 | custom15 |
Custom16 | custom16 |
Custom17 | custom17 |
Custom18 | custom18 |
Custom19 | custom19 |
Custom20 | custom20 |
Custom21 (Sent Date) | custom21 |
Custom22 (Received Date) | custom22 |
Custom23 | custom23 |
Custom24 | custom24 |
Custom25 | custom25 |
Custom26 | custom26 |
Custom27 | custom27 |
Custom28 | custom28 |
docnum | document_number |
edittime | edit_date |
anywhere | anywhere |
create_date | create_date |
edit_date | edit_date |
declared_date | declared_date |
sent_date | sent_date |
received_date | edit_date |
edit_profile_date | edit_profile_date |
FILECREATEDATE | file_create_date |
FILEEDITDATE | file_edit_date |
file_create_date | file_create_date |
file_edit_date | file_edit_date |
has_attachment | has_attachment |