[Webinar] LP See it while it still matters

The connection between Co-Flo and iManage shown both ways

A matter opened in Co-Flo, jumping straight into iManage, and the same matter pulled up from inside iManage itself, in a single click each way.

Single pane-of-glass view

A single matter record inside iManage, pulling together the documents and correspondence already filed, the fee estimate and WIP imported from your practice management system, the tasks assigned against it and the key dates on its calendar.

AI Agents with Human approval

Co-Flo's agents read what's filed on a matter and propose updates to its stage, status and key dates. A person still confirms every change before it's applied.

What to expect

5 minutes	The problem — iManage has your documents and your email. What about the work itself — its stage, its financials, its tasks and dates?
30 minutes	Live product walkthrough — the content, stage, status, and financials of the work in a single-pane-of-glass view: a live matter inside iManage, the connection between Co-Flo and iManage shown both ways, financials, calendar and key dates, and practice-level dashboards.
10 minutes	Live Q&A with the Co-Flo team

Ben Mitchell

VP Commercial Operations

Ben spent over a decade at DocsCorp, rising to VP of Global Commercial Operations. He later led international sales at Litera and served as CRO and COO at SaaS companies.

Adam Sachs

Product Lead

Adam is a Senior AI-Powered Product Lead and Agile Coach with 10+ years of experience leading agile product teams. He focuses on embedding AI directly into the products he builds and strongly advocates lean, human-centered design.

Melody Easton

Head of Marketing

Melody is a marketing leader with more than 20 years of experience growing technology companies in legal, accounting and professional services. She is a hands-on leader who builds marketing functions and go-to-market strategies.

See It While It Still Matters — Live Webinar

What you'll see: