iManage

Helps professionals and approved AI tools use organizational knowledge with relevant context while preserving access controls, security, and governance.

Helps teams organize and protect documents and email, collaborate securely, and access work across devices.

Helps organizations protect sensitive information, manage data-loss risk, and govern content and records throughout their lifecycle.

Helps organizations mitigate risk, support compliance obligations, protect sensitive content, and streamline business onboarding.

Helps organizations curate, find, and share institutional knowledge while building a structured foundation for AI use cases.

Streamlines deal closings, reduces repetitive work and risk, and helps legal teams coordinate participants and deliver closing books.

Helps teams organize project work through project-centric task and checklist management.

Helps users and administrators build iManage skills and confidence through self-guided resources, training, and adoption assistance.

The iManage Platform

The iManage Platform is a governed foundation for knowledge work that brings documents, communications, engagements, expertise, people, clients, and matters together. Its Context Fabric connects and enriches this information so professionals and approved AI tools can work with relevant context while permissions, security, and governance remain in force. The platform provides AI-powered search and workflows, document enrichment, summarization, comparison, and connections to Microsoft 365 and other technology partners. Its cloud-native capabilities build on the iManage Cloud organizations already use without requiring content migration or replacement repositories.

• Ground AI In Governed Knowledge
  Bring organizational content together so people and approved AI tools can work from relevant knowledge while retaining applicable controls.
• Connect Knowledge With Context
  Reveal relationships and relevant context across organizational knowledge to support work and next steps.
• Keep AI Within Your Controls
  Use AI with organizational content while maintaining access and behavior controls, including permissioned search, information barriers, monitoring, and audits.
• Protect Content Across The Cloud
  Apply layered protections and access governance while supporting global data storage and processing requirements.
• Find And Understand Document Information
  Ask questions in natural language, explore document details, and trace answers to source content. Search and assistance support information discovery and follow-on work.
• Enrich Documents Automatically
  Add classification and extracted details to documents as they are filed, supporting structured search and AI use.
• Connect AI Tools To Governed Content
  Connect tools to documents, emails, matters, clients, and people through a common protocol while retaining user permissions and auditable access.
• Work On A Modern Cloud Foundation
  Use a cloud-native platform designed for reliability, security, and performance, with updates that do not require downtime and capabilities built on the existing iManage Cloud foundation.
• Review And Compare Documents
  Analyze documents together, organize findings, and understand changes through linked edits, cited answers, and plain-language summaries.
• Prepare For Matters And Meetings
  Understand matter details and relationships and prepare for meetings with relevant information traceable to source documents.
• Review Agreements Against Playbooks
  Identify deviations and missing provisions and support agreement revisions using organizational contracts and precedents.
• Connect Work Across Applications
  Integrate iManage with supported productivity applications and partner tools so users can work with governed organizational content in connected environments.

Document & Email Management

iManage Document & Email Management brings document and email capabilities together to help organizations protect information and use knowledge effectively. Its products support organized content, secure collaboration and sharing, email filing, search, version control, co-authoring, and access from desktop and mobile devices. The solution integrates with Microsoft 365, Microsoft Teams, Google Workspace, and Outlook. Its products include iManage Work, iManage Share, iManage Drive, and iManage Mobility.

• Manage Documents And Email
  Organize documents and email together to help teams protect information and use relevant knowledge.
• Collaborate Securely With Teams
  Share and work on content with internal colleagues and external parties through controlled workspaces and secure links.
• Control And Track Content Access
  Set access rules for shared workspaces and review document access through reporting and audit trails.
• File Emails With Less Effort
  Save emails and attachments into the appropriate matter or project using Outlook integration and automatic filing capabilities.
• Access Work Securely Anywhere
  Continue working across devices with secure access to documents, mobile search and editing, and support for resuming work in progress.
• Work Offline And Sync Changes
  Continue working without a connection and automatically synchronize changes when connectivity returns.
• Find Relevant Content Faster
  Locate documents and emails across content collections and bring relevant information into one view.
• Track And Co-Author Documents
  Keep document edits and versions trackable while multiple team members work on a document at the same time.
• Work Across Connected Tools
  Use supported productivity integrations and file tools to work across connected applications.
• Make Everyday Work More Intuitive
  Use familiar interfaces designed to make document and email work easier across desktop and mobile.

Security & Governance

iManage Security & Governance combines information security, threat monitoring, retention, disposition, and records management capabilities. It applies access controls and information barriers, monitors user behavior and potential threats, and supports retention, legal holds, disposition, and records governance across repositories. Its products include Security Policy Manager, Threat Manager, Disposition Manager, and Records Manager.

• Control Access To Sensitive Information
  Set permissions and barriers around confidentiality requirements to reduce exposure while enabling authorized people to work with needed content.
• Detect And Respond To Threats
  Identify unusual or malicious activity and support timely investigation and action to protect sensitive information.
• Enforce Policies As Work Changes
  Keep information barriers current as people, staffing, and matters change, reducing manual access updates.
• Govern AI Access To Content
  Apply existing information controls to connected AI tools so they access only authorized content.
• Monitor Activity And Reveal Risks
  Use activity and usage insights to identify unusual behavior, assess information-handling risks, and monitor policy and client-mandate compliance.
• Produce Audit-Ready Evidence
  Provide records and reports of policy actions, activity, and controls to support audits and compliance inquiries.
• Govern Content Retention And Disposition
  Retain content for required periods, preserve material subject to legal holds, and document disposition to support privacy requirements and audit readiness.
• Govern Records Across Repositories
  Apply consistent records policies across physical and electronic assets and multiple repositories while improving operational visibility.
• Route Decisions Through Approval Workflows
  Manage policy decisions through configured notifications, approvals, and recorded acknowledgments.
• Extend Policies Across Connected Systems
  Connect alerts and policies with selected systems to support visibility and consistent policy application.
• View Records Activity And Metrics
  Give users and records managers tailored views of records operations and tools to structure data and create reports.

Risk & Compliance

iManage Risk & Compliance provides capabilities for risk mitigation, compliance assurance, transparency, and business onboarding. It helps compliance teams manage sensitive content through need-to-know access, document-level security, organized information, audited access, document histories, and defined retention schedules. Conflicts & Intake supports a streamlined business onboarding process.

Category: Governance, Risk and Compliance Software

• Protect Sensitive Content
  Apply need-to-know access and document-level security to help protect sensitive information and mitigate risk.
• Support Compliance And Oversight
  Use audited access, document histories, and retention schedules to support compliance obligations and transparency.
• Streamline Business Onboarding
  Support a more streamlined business onboarding process through Conflicts & Intake.

Knowledge Search & Management

iManage Knowledge Search & Management centralizes knowledge collections, helps teams curate institutional knowledge and best practices, and makes them accessible to employees. Capabilities support secure knowledge submission, enrichment, revision, publishing, archiving, and automated intake workflows. Administrators can configure interfaces, layouts, graphics, workflows, and search experiences. Insight+ provides native curation tools in iManage Work and supports curated document collections.

• Curate And Publish Knowledge
  Manage knowledge assets from secure submission through enrichment, revision, publication, and archiving.
• Centralize Knowledge Collections
  Manage and curate knowledge collections in one platform and make organizational knowledge accessible.
• Prepare Knowledge For AI Use
  Structure organizational knowledge to support AI use cases while preserving secure oversight and compliance.
• Automate Knowledge Intake
  Structure knowledge intake and curation workflows to reduce manual effort while supporting secure oversight.
• Find Relevant Organizational Knowledge
  Help employees access organizational knowledge through search experiences administrators can configure.
• Share Curated Knowledge With Employees
  Make curated knowledge and best practices available across teams and help develop collective organizational knowledge.
• Configure Knowledge Experiences In-House
  Give administrators control over user-facing layouts, graphics, workflows, and search experiences.

Legal Transaction Management

iManage Legal Transaction Management simplifies complex deal closings through Closing Folders. It centralizes deal documents, schedules, versions, and signatures across participating firms and companies, while supporting checklists, signature-page generation, DocuSign package compilation, and closing-book creation. Automation and collaboration tools help reduce manual work and closing risk and support client service.

• Track Deal Documents Centrally
  Keep transaction materials, versions, schedules, and signatures in one place across participating organizations.
• Automate Repetitive Closing Tasks
  Reduce manual effort in recurring transaction tasks so legal teams can focus on complex deal work and client service.
• Prepare Signature Packages
  Generate signature pages and assemble DocuSign packages for deal signing.
• Create Closing Books
  Generate and save transaction closing books to complete a post-closing task.
• Reduce Closing Errors And Risk
  Keep deal materials and changes visible to help teams avoid missed updates and reduce closing risk.
• Organize Deal Tasks And Documents
  Maintain transaction checklists and associated documents to keep closing work organized.
• Coordinate Deal Participants
  Help organize shared transaction work across participating people and organizations.
• Save Work To iManage Work
  Save transaction work to iManage Work as part of the Closing Folders workflow.

Task & Workflow Management

iManage Task & Workflow Management is designed to improve the movement of knowledge work. Its Tracker offering provides project-centric task and checklist management.

• Organize Project Tasks
  Manage tasks in a project-centric context to help teams organize their work.
• Manage Project Checklists
  Manage checklists alongside project tasks and work.

Education and Training

iManage Education and Training offers self-guided resources, videos, documentation, eLearning, and virtual or instructor-led training. useiManage provides structured learning pathways and is included with an iManage Cloud subscription. useiManage Premium adds eLearning, self-paced training, hands-on materials, quick reference cards, and best practices. Customers can also access customized training and premium adoption assistance from iManage or its partners.

• Build Skills At Your Own Pace
  Use structured pathways to onboard, develop iManage knowledge, and continue learning at a suitable pace.
• Access Practical Guidance When Needed
  Combine online learning and hands-on materials with reference cards and best practices for users and administrators.
• Prepare Teams For A Successful Rollout
  Provide instruction suited to technical and non-technical audiences and equip teams with rollout knowledge.
• Choose A Guided Training Format
  Select instructor-led or virtual instructor-led training to support learning and adoption.
• Get Adoption Assistance From Experts
  Receive adoption assistance from iManage or its partners.