Demand Package Drafting for Securities Attorneys with iManage

Run demand package drafting on autopilot inside iManage.

iManage Securities Attorney Securities & Capital Markets

The Problem

Securities & Capital Markets demand packages are the highest-leverage document in the case — and they're the ones associates have the least time to draft well.

What We Build in iManage

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.

iManage Integration Approach

1

Audit your iManage configuration

We map the specific iManage objects, custom fields, and workflows the automation needs to touch for your securities & capital markets practice.

2

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.

3

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.

Frequently asked

Does this demand package drafting automation work natively in iManage?+

Yes — we build directly on iManage's API or agent integration. Your data stays in iManage, your securities attorneys keep the same login and UI, and there's no parallel system for the team to learn.

What iManage configuration do we need before deployment?+

We work with your existing iManage setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for securities & capital markets teams.

Can iManage handle demand package drafting on its own?+

iManage handles configuration; AI handles judgment. Native iManage workflows route deterministic tasks; our automation layer adds the AI judgment iManage doesn't ship out of the box — document classification, exception triage, drafting.

Is iManage the right tool for demand package drafting for securities attorneys?+

iManage is widely used among securities & capital markets teams precisely because of its data model around demand package drafting. We've deployed this workflow on iManage for similar firms and the integration is well-trodden.

What's the typical ROI of demand package drafting automation in iManage?+

For securities & capital markets firms running iManage, automation typically pays back inside the first quarter — measured against the loaded cost of the securities attorney hours absorbed. Higher volumes deploy faster.

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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.

More About This Workflow

Demand Package Drafting for Securities Attorneys

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.

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