iManage and Clio Grow serve different but related needs in a law firm or legal department. iManage is a document and email management system for matter-centric filing, version control, and search. Clio Grow supports client intake, lead tracking, and engagement, helping firms capture, follow up, and convert inquiries without losing them in inboxes and spreadsheets.
Mid-size legal teams hit a familiar set of problems. Documents live in email, desktops, and SharePoint alongside iManage. Filing is inconsistent, versions multiply, and lawyers waste time searching. In Clio Grow, intake stalls because follow-up is manual, conflicts and engagement data are incomplete, and reporting does not show where matters actually come from. No one owns the system day to day, and the firm depends on memory rather than process.
HarjTech supports, administers, integrates, and advises on iManage and Clio Grow for mid-size Canadian legal teams that need these systems to stay organized, secure, and useful. We help you stabilize administration, tighten filing and access, simplify intake, and connect both tools to the Microsoft stack your firm already uses every day.
That includes practical integration with Microsoft 365, Outlook, Teams, SharePoint, and Azure, plus coordination with your iManage or Clio vendor or provider when needed. We document decisions, clean up what is unused, and leave your team with systems they can run and explain.
The goal is not more legal software. The goal is matter documents that are findable, intake that is followed through, and reporting that helps the firm make sound decisions.
HarjTech supports migrations in an advisory and coordination role, working alongside your iManage or Clio vendor or implementation provider. We help you define scope, inventory documents and intake data, clean and prepare records before migration, and plan cutover, testing, and adoption so the new system starts clean.
Our value is in the preparation and governance that migrations often skip: filing standards, matter mapping, duplicate handling, intake pipeline definitions, reporting requirements, and integration with Microsoft 365. We stay through testing and early support, document decisions, and help your team run the system after go-live. HarjTech does not claim to be a certified iManage or Clio implementer, and we are clear about where vendor delivery ends and ongoing support begins. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
Both. Fixed-scope work fits a defined outcome, such as an iManage filing review, a Clio Grow intake cleanup, a data and reporting rebuild, or a Microsoft integration fix. Scope, deliverables, and timing are agreed in advance, and changes are documented before they go live. That structure works well when you need a specific problem solved and handed over cleanly.
Ongoing support and advisory fits teams that need steady coverage: admin queue, integration monitoring, governance, and roadmap advice. You get a regular cadence, a prioritized backlog, and advisory time for filing, intake, and reporting questions. Many clients start with a fixed-scope assessment or cleanup, then move to ongoing support once the systems are stable. We will recommend the right starting point on the scoping call. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
We start by mapping how intake actually works today: where inquiries arrive, who follows up, how quickly, and where they stall. Common gaps are manual follow-up, incomplete source and conflict data, and pipelines that do not match how the firm decides to engage a client. We simplify the pipeline, clarify stages, and tighten forms and workflows so follow-up is visible and accountable.
We then rebuild the reporting leaders need: intake volume, response and conversion, source performance, and pipeline health. Every change is tested, documented, and explained, so your intake team understands what happens at each stage. The aim is intake that is followed through consistently, with reporting the firm can use to staff and plan. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
We apply a least-privilege approach that respects how legal work requires confidentiality. That includes reviewing users, groups, workspace and matter access, ethical wall and restricted-matter handling, and document-level permissions. Dormant users and excessive rights are removed, and changes are documented so you have an audit trail for who could access what.
Governance is kept practical for mid-size firms. We set clear rules for who can request changes, how new integrations and automations are approved, and how often access is reviewed. We also help align iManage and Clio Grow access with your Microsoft identity and onboarding and offboarding processes, so access stays accurate when people join, move, or leave. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
Big Four firms and vendor services are built for large, program-scale work. Mid-size legal needs are different: stable filing, reliable intake follow-up, working Microsoft integrations, and reporting the firm can trust. HarjTech is sized for that reality. You get senior consultants, a named delivery lead, and a support rhythm that fits a 100 to 1,000 person organization, without layered teams or long engagements.
Our Microsoft depth is a practical advantage. iManage and Clio Grow rarely live alone — they sit beside Outlook, Teams, SharePoint, and reporting tools. We make that whole workflow coherent, and we coordinate with your iManage or Clio vendor where needed rather than replacing them. If your need is genuinely enterprise-scale, we will say so. For most mid-size legal teams, HarjTech is the faster, clearer, and more accountable option.
HarjTech handles the day-to-day work that keeps iManage and Clio Grow reliable and usable. On iManage, that includes workspace and matter filing, templates, user and access changes, version and search fixes, and help for lawyers and staff who cannot find or file a document. On Clio Grow, that includes intake pipelines, forms, follow-up workflows, and lead and source tracking fixes.
We also clear the admin queue, resolve data and reporting issues, and monitor integrations with Microsoft 365 so email, documents, and intake do not stall on platform problems. Requests are triaged, scoped, documented, and delivered in small batches, with testing and handover included. You get senior support without hiring a full legal-technology team. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
Timing depends on the number of matters and users, the volume of documents and intake records, the number of integrations, and how much cleanup is needed. A focused health review and quick-win batch can usually be completed in weeks, while deeper filing, intake, and reporting work is sequenced in small batches so legal work continues without a long freeze.
We agree on priorities early: access and admin stability first, then filing and intake fixes that your team feels daily, then longer-term simplification. You get a sequenced plan with milestones, so you can see what will improve and when. The scoping call is where we review your current state and outline a realistic timeline for your environment. If you want a clear starting point, bring this question to the scoping call and we will outline the next steps for your environment.
The scoping call is a focused working session, usually about 20 minutes, with a senior consultant. We review how iManage and Clio Grow are used today, what is breaking or slowing your legal team, which Microsoft tools and integrations are in play, and what a good outcome looks like for filing, intake, and reporting. You do not need to prepare a formal brief — a candid description of pain points is enough.
By the end of the call, you have a clear recommendation: whether a fixed-scope assessment or improvement batch, ongoing support and advisory, or a combination fits best, plus next steps and timing. Investment is confirmed on the call once scope is understood. There is no obligation to proceed, and you keep the assessment of priorities even if you decide to wait.