Document Management · Live now · Updated 2026-05-15
ClaireAI × iManage
iManage matter folders, opened automatically.
What is the ClaireAI × iManage integration?
The ClaireAI × iManage integration creates a per-matter document folder in iManage for every qualified intake call — pre-loaded with the call transcript, recording, intake form PDF, and any retainer or engagement letter Claire dispatches. Folder structure follows your firm's existing iManage naming convention; permissions inherit from the parent practice area or attorney workspace. When clients upload documents through Claire's intake portal (police reports, medical records, MVA photos), they land directly in the iManage matter folder — no manual filing, no double upload. Round-trip sync means documents added to the iManage folder by your team are visible to Claire's outbound follow-up logic, so the engine knows when requested records have been received and stops chasing them. Setup uses OAuth per workspace and typically takes 20 minutes including folder-template mapping. The integration is included on every ClaireAI plan with no per-file surcharge.
Sync map
What does ClaireAI sync to iManage?
How it works
How does ClaireAI work with iManage?
01
Matter folder created in iManage
Claire creates a per-matter folder in iManage the moment the call qualifies — pre-loaded with transcript, recording, intake form PDF, and any retainer dispatched during the call.
02
Client uploads land in the right folder
Documents the client uploads through Claire's intake portal (police reports, medical records, photos) route directly to the iManage matter folder. No manual filing, no double upload.
03
Document arrival drives follow-up
When records you've requested land in the iManage folder, Claire reads the event and stops the chase: no more reminder SMS asking for documents that already arrived.
Setup
How long does iManage setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Approve the ClaireAI partner app inside your iManage admin console.
- 02
In the ClaireAI Control Room, open Settings → Integrations → iManage. Paste your iManage account name and click Connect.
- 03
Map your iManage workspace folders to Claire's intake schema. Most firms accept the defaults; personal-injury, criminal, and family-law presets ship out of the box.
- 04
Run a test call. New matter folders land in iManage within 5 seconds of hang-up. You're live.
FAQ
iManage integration questions, answered.
How does ClaireAI integrate with iManage?
Claire connects to iManage via OAuth. Per-matter folders are created on call qualification; transcripts, recordings, and client uploads route into the folder automatically.
Does Claire respect our existing iManage permissions?
Yes. New matter folders inherit permissions from the parent practice-area or attorney workspace. Claire does not grant access — your existing iManage access controls remain authoritative.
Can we use our existing iManage naming convention?
Yes. Folder naming follows your firm's template (matter number, client name, practice area, date — any format). We capture it during onboarding and Claire applies it consistently.
How long does iManage integration setup take?
Most firms are live with iManage inside an hour: OAuth or API-key connection (under 5 minutes), field mapping with our team (20–30 minutes), test calls (15 minutes), then go-live on real traffic. No IT involvement required on the firm side.
See Claire push a real call into iManage.
Book a 20-minute walkthrough. We'll run a live test call against your iManage sandbox.
Book a demo