Employment Handbook & Policy Updates for Securities Attorneys with iManage
The Problem
Securities & Capital Markets clients need handbooks updated when laws change across jurisdictions, and tracking which section needs which edit in which state is a paralegal job no one wants.
What We Build in iManage
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.
iManage Integration Approach
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.
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.