iManage Work vs. Zoho Desk

iManage is well suited to managing the large volume of documents and emails that are created on a daily basis. Lawyers can get dozens if not hundreds of e-mails a day, and we need something to do with them. Deleting them is often not practical, because you may require the information a year from now. Leaving them in Outlook is also impractical, because a large Inbox will slow Outlook down. Outlook has an archiving feature, but this doesn't really help for collaboration (and your colleagues are likely out of luck if you end up unavailable due to emergency). iManage is less well suited to small organizations (ex: sole practitioners and small firms) because it is does require a significant investment in implementing and maintaining the software. iManage Work is well suited for large law firms, because it is great for collaboration, including between different offices.

Incentivized

Zoho Desk is a great customer service tool. It is very easy to track the ability to receive tickets and send responses in Zoho Desk. There are lots of options for customization. The knowledge base feature is very extensive and powerful. It makes creating internal and external FAQs easy.

Incentivized

• Very reliable, once setup it is usually pretty flawless outside of Outlook-related issues.
• Simple and easy to use organization of files and groups.
• Customizable for different departments or sections to divide up access and partition document system.
• Allows collaboration with outside parties and makes sharing documents quick and easy.

Incentivized

• Report features give the all insights of the customer team and customer support which enables us to make changes according to it.
• The best thing about Zoho Desk is that it has a very beautiful and fully designed dashboard.
• I have been using this software for a very long time in my organization, it is very easy to use with having the interface created on a very advanced module.
• It is completely a feature rich platform.

Incentivized

• The system can be fairly buggy. I have issues with freezing, and a lack of responsiveness each time I use it ( although not for long and does not prevent me from getting what I need to be done, it's just annoying).
• It has a slightly larger learning curve to use than other more simplistic records managers

Incentivized

• When utilizing as a ticketing system, it would be nice to have a better way to monitor when something is due. It's just a little cumbersome.
• Search Functionality - The search functionality could use a tweak or two. Too many times I am unable to find tickets. This would also be very helpful for the "Recycle Bin" when you just need to find that ticket you accidentally deleted (we are all human!). :)

Incentivized

It has been what our firm has always used, and overall everyone seems to be pleased with it. It is user friendly and intuitive and it doesn't appear we have any intention of changing what we use for our purposes.

Incentivized

To me iManage is very intuitive and user friendly. The switch from the application vs the Outlook extension was an adjustment, but it was one I made pretty easily once it happened.

Incentivized

Zoho Desk on operational capacity is the most effective help desk we have come across, as it is suitable for businesses of all forms and shapes, from large to small. Again, Zoho Desk captures the attention of all clients, and on time, offers solutions to their demands without failing. Lastly, Zoho Desk requires no extra skill to execute the program.

Incentivized

We had an issue a few years ago where a plug-in of some sort which allowed the viewing of PDFs got updated and then whenever some people previewed PDFs in iManage then Outlook would crash. My outlook crashed over 20 times in a single day once. It was a pretty bad time. I know one of our information technology professionals in another office worked non-stop with iManage to get it resolved, and it seemed like they did take the issue pretty seriously.

Incentivized

Their support is excellent. They are always available to answer all your queries and doubts. Be it a call or email or even live chat. You will always get a prompt response from their customer support executives. They are very much familiar with the product and all its functionality. Sometimes you get stuck and don’t know what to do. They are always there for your questions

Incentivized

MS SharePoint requires a lot of time to integrate and efforts are expensive compared to iManage product. iManage is quick setup and well integrates with existing on-premise environments and integrates well with major iDP systems for authentications and manage RBAC systems for permissions via API calls.

Incentivized

Zoho Desk is easily a winner for trouble ticket handling as Bitrix24 was not offering any dedicated trouble ticketing tool and we had no option but to use the Tasks section of Bitrix24 to handle our existing customers. Also Bitrix24 neither did have any dedicated mobile application for on the go usage which Zoho Desk has easily handled with applications for both Android and IOS devices.

Incentivized

• Since our policy is that all client documents are saved into iManage, we have been able to keep an email retention policy for Exchange to 90days to delete. This has saved us significant resources in both Exchange management and hardware to support excessive email storage for archived databases or extremely large databases.
• The ability to search documents quickly by text inside the documents allows to review previously created contracts and use similar language that is well suited to a new project over again without having to spend time manually opening and searching ourselves. The software does it for us.
• We used to store old files at an offsite storage facility for a monthly fee. We have implemented a new procedure, where we now scan these old paper files into our iManage system, making them text searchable PDFs. Since the software has such robust searching capabilities, this makes the documents much more accessible when needed than requesting an offsite storage delivery and having to manually pull paper files. In addition, we have saved thousands of dollars a month by not storing paper files offsite any longer. If the searching were not so powerful, we would not done this because our old paper storage system worked well for us previously.

Incentivized

• By running reports based on ticket, we can see how much time is spent on each customer and can manage these customers better based on what we see are there issues
• We can also run reports based on the types of queries customers are coming in with which allows us to develop our product based on actual customers needs as a whole.
• Automatic reporting once set up saves many man hours as new customers can be added automatically if required, and it saves having to build these reports monthly or possibly weekly

Incentivized