Client Case Status Updates for Corporate Attorneys with iManage
The Problem
M&A / Corporate Transactions clients text/call/email asking where their case stands — and the partner either ghost them or drops billable work to answer.
What We Build in iManage
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.
iManage Integration Approach
Audit your iManage configuration
We map the specific iManage objects, custom fields, and workflows the automation needs to touch for your m&a / corporate transactions practice.
Build on the iManage API or agent
Integration happens inside iManage — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in iManage with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your iManage instance
30-minute call. We'll look at your actual iManage setup and show exactly how this workflow fits.