AI Automation for iManage

24 workflow automations purpose-built on top of iManage — no data leaves your system, no parallel tool for your team to learn.

Roles using iManage

Corporate AttorneyReal Estate AttorneySecurities Attorney
Corporate Attorney · Data Entry & Processing

Discovery Document Review

AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in iManage, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Corporate Attorney · Operations & Workflow

Legal Research & Brief Drafting

AI drafts the research memo against the firm's prior work product, pulls current authority from iManage, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Corporate Attorney · Operations & Workflow

Contract Review & Redlining

AI redlines against the firm's playbook in iManage, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Corporate Attorney · Communication & Outreach

Client Case Status Updates

AI drafts personalized case-status updates from live matter state in iManage on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Corporate Attorney · Finance & Accounting

Billing Narrative Cleanup

AI rewrites narratives to match each client's outside-counsel guidelines in iManage, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Corporate Attorney · Operations & Workflow

Court Deadline & Docket Tracking

AI monitors the docket across iManage and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Corporate Attorney · Data Entry & Processing

Visa Petition Package Assembly

AI ingests the beneficiary's evidence into iManage, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Corporate Attorney · Communication & Outreach

RFE & Notice Response Drafting

AI classifies the RFE, pulls the matter file from iManage, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Securities Attorney · Operations & Workflow

Demand Package Drafting

AI drafts the demand from the matter file in Workiva, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Securities Attorney · Operations & Workflow

Closing Checklist & Disclosure Packet

AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Securities Attorney · Reporting & Analytics

Employment Handbook & Policy Updates

AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Workiva, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Securities Attorney · Data Entry & Processing

Bankruptcy Schedule & Means Test

AI ingests client documents into Workiva, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Securities Attorney · Operations & Workflow

Client Intake & Conflict Screening

AI runs the conflict check against Workiva, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Securities Attorney · Data Entry & Processing

Deposition Summary Generation

AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Securities Attorney · Data Entry & Processing

Discovery Document Review

AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Workiva, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Securities Attorney · Operations & Workflow

Legal Research & Brief Drafting

AI drafts the research memo against the firm's prior work product, pulls current authority from Workiva, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Attorney · Communication & Outreach

Client Case Status Updates

AI drafts personalized case-status updates from live matter state in Qualia on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Attorney · Finance & Accounting

Billing Narrative Cleanup

AI rewrites narratives to match each client's outside-counsel guidelines in Qualia, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Attorney · Operations & Workflow

Court Deadline & Docket Tracking

AI monitors the docket across Qualia and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Attorney · Data Entry & Processing

Visa Petition Package Assembly

AI ingests the beneficiary's evidence into Qualia, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Attorney · Communication & Outreach

RFE & Notice Response Drafting

AI classifies the RFE, pulls the matter file from Qualia, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Attorney · Data Entry & Processing

Client Questionnaire Intake & Translation

AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Qualia. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Attorney · Operations & Workflow

Trademark Docketing & Renewal

AI monitors deadlines across Qualia and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Attorney · Reporting & Analytics

Patent Prior Art Search

AI runs the search across USPTO, EPO, and Qualia, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running iManage — uses the native API or agent integration so nothing leaves the system of record.

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