iManage Platform

The iManage Platform is a knowledge work management platform designed for law firms, corporate legal departments, and other professional services organizations to organize, secure, and activate institutional knowledge contained in documents, email, and related business content.

Key features and functions include:

Document and Email Management
Matter-centric workspaces, unified email governance, and version control with audit trails for organizing and storing firm and client content.

Security and Governance
Ethical walls, granular access policies, and active threat detection intended to enforce information security policy across the platform.

Risk and Compliance
Retention and disposition rules, legal hold management, and defensible data lifecycle tools intended to support regulatory compliance obligations.

Knowledge Search and Management
AI-powered semantic search and best-work surfacing intended to help teams locate precedent, work product, and institutional knowledge across matters.

Legal Transaction Management
Automated closing workflows, deal collaboration tools, and closing checklists, delivered through the platform's Closing Folders module, for transaction-based legal work.

Task and Workflow Management
Task tracking, workflow automation, and deadline alerts, delivered through the platform's Tracker module, to organize work across teams.

Generative AI and Agentic Capabilities
An AI assistant (Ask iManage) supports natural-language search and task automation; AI Enrichment provides document classification and data extraction; a Model Context Protocol (MCP) connector allows external AI tools and agents to access governed platform content within existing permissions and audit controls.