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iManage logo iManageLegal and conveyancing software

AI automation inside iManage.

Keep iManage. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
NetDocuments logoNetDocumentsActionstep logoActionstepInfoTrack logoInfoTrackOutlook logoOutlookMicrosoft Teams logoMicrosoft TeamsSharePoint logoSharePoint
Product in action

One email in. Filed, tasked and answered.

AI automation for iManage means reviewed AI agents working inside iManage: filing documents to the right client, raising the task and drafting the reply. It works through iManage's own Workspaces, Documents and Metadata. Your data stays in iManage.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through iManage and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Matter document briefings from permitted iManage workspaces✓
Email and attachment filing suggestions for lawyer review✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
iManageDone
OutlookDone
NetDocumentsConnected
AnnatureConnected
SmokeballConnected
ActionstepConnected
Explore connected software
First workflows

First workflows worth automating in iManage.

Each one has a trigger inside iManage, a reviewed AI step, and a person on the approval.

  • 01 Matter document briefings from permitted iManage workspaces
  • 02 Email and attachment filing suggestions for lawyer review
  • 03 Precedent discovery across authorised document libraries
  • 04 Matter handover summaries with source links
  • 05 Missing document and metadata checks before milestones
Product-specific AI

AI workflows that speak iManage's language.

A matter briefing can retrieve only documents and Outlook correspondence the lawyer is permitted to see, produce a linked chronology and save the approved output with the correct matter metadata.

Access first

A custom application must be registered, normally through an iManage OAuth application request. A tenant administrator with App Management rights controls which users and groups can access it. Check the official integration documentation.

iManage modules we work inside
WorkspacesDocumentsMetadataOAuth applicationApp Management
Often paired with

Software we build iManage workflows alongside.

NetDocuments logoNetDocuments AI automationAnnature logoAnnature AI automationSmokeball logoSmokeball AI automationActionstep logoActionstep AI automationInfoTrack logoInfoTrack AI automation
Where to next

iManage sits at the centre of legal and conveyancing teams.

Industry

AI automation for law firms and conveyancers

The full legal and conveyancing stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

iManage AI automation, answered.

Can AI handle matter document briefings from permitted iManage workspaces in iManage?
Potentially. We first confirm what iManage can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with iManage features like Workspaces and Documents?
The workflow can be designed around Workspaces, Documents, Metadata, OAuth application, but a product description alone does not prove direct access. We first confirm what your iManage setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system.
Can Horizon AI integrate with iManage?
A custom application must be registered, normally through an iManage OAuth application request. A tenant administrator with App Management rights controls which users and groups can access it.
Does Horizon AI replace iManage?
No. iManage remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
Which legal and conveyancing workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside iManage.

Tell us the iManage job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.