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iManage

AI AppsAI Knowledge ManagementContact sales · Web

iManage is a knowledge work platform for legal and professional-services organizations that manages documents, email, security, and compliance in one governed system. It adds AI features such as document classification, data extraction, and a natural-language assistant (Ask iManage) on top of that governed content, and connects to Microsoft 365.

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iManage is a knowledge work platform built for legal and professional-services organizations, including law firms, financial services, accounting, government, and corporate legal, compliance, HR, and knowledge management teams. The platform's core purpose is to connect documents, decisions, and the people behind them inside one governed foundation, so content stays secure, permissions are enforced, and any AI applied to that content starts from a trustworthy base rather than an ungoverned pile of files.

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The platform covers several capability areas. Document and Email Management handles day-to-day work: protecting information while enabling productivity, collaborative file sharing, storing files from multiple sources in one place, and secure mobile access. Security and Governance adds a Security Policy Manager for multi-level data protection, a Threat Manager for monitoring user behavior and compliance, and Records and Disposition Managers for adaptive records tracking and defensible data retention. Risk and Compliance includes Conflicts and Intake tools to streamline business onboarding. Knowledge Search and Management, through a product called Insight+, helps organizations search and reuse their own institutional knowledge. Legal Transaction Management, through Closing Folders, reduces risk and improves client service during legal transaction closings. Task and Workflow Management, through Tracker, organizes project-centric tasks and checklists.

On top of that governed foundation, iManage AI adds three specific capabilities: AI Enrichment, which classifies documents and extracts data automatically to build a structured foundation for other AI uses; Ask iManage, a natural-language assistant that finds information and automates tasks across an organization's stored content; and Model Context Protocol support, which connects that governed content securely to outside AI tools rather than exposing it without controls.

iManage integrates with Microsoft 365, so documents and email can move between the two systems without losing the security, governance, and compliance controls the platform enforces. It describes itself as cloud-native. On scale, iManage states it serves more than 4,000 global customers and 1 million users worldwide, including 42% of the Fortune 100 and 81% of the AmLaw 200.

Organizations can start with a free, nine-question AI readiness assessment or book a demo. iManage is built for legal and professional-services organizations of various sizes that need to govern sensitive documents and email while applying AI to that content under the same controls.

  • CategoryAI Knowledge Management
  • Pricing ModelContact sales
  • DeploymentCloud
  • PlatformsWeb

  • Governed document and email management with permission enforcement across the organization

  • AI Enrichment that classifies documents and extracts data automatically

  • Ask iManage, a natural-language assistant that finds information and automates tasks across stored content

  • Model Context Protocol support to connect governed content securely to external AI tools

  • Security Policy Manager, Threat Manager, and Records and Disposition Managers for governance and compliance

  • Conflicts and Intake tools to streamline business onboarding and conflict checks

  • Closing Folders for managing legal transaction closings

  • Tracker for project-centric task and checklist management

  • Native Microsoft 365 integration that keeps security and compliance controls intact

  1. Take the readiness check: Complete the nine-question AI readiness assessment on the site

  2. Book a demo: Request a walkthrough of the platform for your organization

  3. Set up governance: Configure security policies, records management, and permissions for your content

  4. Connect AI features: Turn on AI Enrichment and Ask iManage for the content you want indexed

  5. Connect Microsoft 365: Link email and documents so knowledge moves between systems without losing controls

  6. Manage transactions and tasks: Use Closing Folders and Tracker for legal transactions and project work

  • Legal document management
  • AI-assisted knowledge search
  • Compliance and records governance
  • Legal transaction closings

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