iManage

Document Management · Listed — scope confirmed during implementation · Updated 2026-07-20

ClaireAI × iManage

iManage Work implementations depend on the firm's workspace taxonomy and security model, so an intake workflow must be designed around those controls rather than a universal matter-folder claim.

StatusListed — scope confirmed during implementation

AccessPartner program

Practice areasPersonal Injury, Criminal Defense, Family Law

CategoryDocument Management

Vendor docsReference ↗

What is the ClaireAI × iManage integration?

iManage Work is commonly configured around firm-specific clients, matters, workspaces, folder structures, metadata, templates, and security permissions. ClaireAI's review begins with the firm's policy: what intake stage, if any, permits a workspace or document action; which approved template or parent destination applies; which identifiers and metadata may be used; and who can verify access. The implementation also defines the permitted data boundary for a summary, form, transcript, or recording, the naming convention, duplicate behavior, and a staff-owned recovery path. Vendor access and the available partner or API route are confirmed with the firm and iManage rather than assumed from this listing. This page does not promise that a workspace, folder, document, security assignment, or metadata value is created automatically. A labelled, non-client test lets the firm inspect the resulting destination, security, and handoff before any live workflow is enabled.

Integration availability, setup, data flow, and implementation scope are confirmed with your firm during the sales and implementation process. Implementation work varies by firm.

Implementation review

What needs to be confirmed for iManage?

Workspace policyDefine the intake stage, approved workspace or parent destination, template, and accountable business owner.

Matter metadataMap only firm-approved client, matter, practice, and document metadata using the existing iManage taxonomy.

Security modelConfirm access groups, ethical-wall needs, permissions, and who must validate the destination before go-live.

Data and exceptionsApprove allowed files or summaries, duplicate treatment, available connection, and a human recovery queue.

Evaluation path

How does ClaireAI evaluate a iManage workflow?

Respect the iManage lifecycle

The firm decides whether a prospective-client intake belongs in iManage at all and the exact event that allows a workspace or document action.

Map the firm's own taxonomy

Templates, parent locations, client or matter values, and names come from an approved firm example, not from generic assumptions.

Inspect access before launch

A non-client test confirms what is created or delivered, who can see it, and how staff recover an exception.

Setup

How does iManage implementation start?

The implementation review confirms the vendor path, firm-approved data, and a controlled test before launch.

01
Document the approved iManage destination, lifecycle trigger, template or parent, metadata map, and security approver.
02
Confirm the available vendor path, permitted document and data types, duplicate rule, retention treatment, and exception owner.
03
Run a labelled, non-client test and have the firm verify the resulting metadata, security, and operational handoff.

FAQ

iManage integration questions, answered.

Will iManage Work create a workspace for every new intake?

No. The firm defines the lifecycle trigger, available connection, and approved destination before any workflow is enabled.

Can ClaireAI use a firm's iManage matter naming convention automatically?

Only after the firm supplies and approves the specific taxonomy and test case. It is not inferred from a conversation.

Are iManage security permissions assumed to carry over?

No. The designated iManage or security owner validates the expected access in the controlled test.

See Claire push a real call into iManage.

Book a 20-minute walkthrough. We'll run a live test call against your iManage sandbox.

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