iManage integration consulting

Connect iManage to the rest of your firm.

iManage Work keeps documents and email organized by client and matter. We build the connections and tools around it, so files land in the right workspace and matter details stop getting retyped between systems.

Keep it, then extend it

What iManage does well, and where teams outgrow it.

Where iManage shines
  • Workspaces built around mattersDocuments, email and folders for each client and matter live together, with version history and firm-wide search.
  • Email filing from OutlookiManage's Outlook tools file emails, meeting requests and attachments into the right workspace without leaving the inbox.
  • A controlled way to connectEvery custom connection is registered by the firm's iManage administrator, who decides who can use it and how long its access lasts.
Where teams hit the limits
  • Workspaces opened by handNew matters get created in practice management first, and someone sets up the matching workspace and folders separately.
  • Documents read by handCourt notices, contracts and correspondence still get read, and their dates and parties typed into other systems.
  • Filing that depends on habitEmails and drafts saved to the desktop or the wrong matter are hard to find later, and nobody sees the gaps.
What we build around it

Connecting iManage to the rest of your work.

01

Workspaces opened from new matters

A matter opened in your practice management or intake system creates the iManage workspace with the right folders and details.

02

Key details from incoming documents

Dates, parties and deadlines are pulled from notices and agreements, and a person confirms them before they reach the calendar.

03

Drafts from matter details

Routine letters and forms are drafted from matter data using your approved templates and saved to the workspace.

04

Filing checks

Matters with missing folders, unfiled email or documents saved in the wrong place are flagged to the team.

05

Billing and matter data in step

Client and matter numbers stay matched between iManage, practice management and billing.

06

Search and summaries for your lawyers

AI tools that work only with the documents a person is already allowed to see, with sources shown for every answer.

Before we start

How access works.

An iManage administrator at your firm registers the connection in iManage Control Center. iManage requires every piece of custom development to be registered this way, and the administrator chooses which users and groups can use it and when its access expires (see iManage's Control Center guide). The connection signs in through iManage's standard secure sign-in, so it sees only what your firm allows. This works for iManage Cloud and for firms that run iManage on their own servers. We build and test with a small test group or a non-production library before the connection reaches the whole firm.

FAQ

Common questions.

Do we have to replace iManage?

No. iManage stays your document and email system. We build around it and connect what it doesn't reach.

Will this break when iManage updates?

We use iManage's supported connection, test changes before your firm upgrades and add checks that alert us if something stops working.

Will AI give legal advice inside iManage?

No. Our tools organize, draft and check. A lawyer reviews the work and makes the legal calls, and the tools only reach documents the person using them is allowed to see.

Are you a certified iManage partner?

No. We're an independent integration consultant and development team. We build with iManage's official developer tools and approved access, using the access your team grants, and we work alongside your iManage admin or implementation partner rather than replacing them.

Sources
  1. iManage Control Center help: Applications
  2. iManage Control Center help: Adding an application package
  3. iManage Work help: Introduction to Email Management for Outlook
  4. iManage: Organizing your files in iManage Work

Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.

Partner with Inkwell

Tell us how you use iManage today.

A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.