Client Questionnaire Intake & Translation for Real Estate Attorneys with iManage
The Problem
Commercial Real Estate Law intake questionnaires come back incomplete, in three languages, with mismatched dates and missing employer details — the paralegal spends the day cleaning them up.
What We Build in iManage
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.
iManage Integration Approach
Audit your iManage configuration
We map the specific iManage objects, custom fields, and workflows the automation needs to touch for your commercial real estate law 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.