iManage

iManage Work is a document management platform widely used by law firms and legal teams. Once it is connected, your iManage libraries and documents appear in your workspace, where you can browse them, search them, and analyse them with the assistant.

iManage is an organization source: an organization admin sets it up once for the whole team, rather than each person connecting their own account. The connection is read-only — Ordalie reads documents from iManage but never creates, changes, or deletes anything in it.

Setting it up

Start on the iManage side. In iManage Control Center, create or reuse an OAuth application for Ordalie and note the Client ID / API Key and Client Secret / API Secret it generates. You will also need your iManage tenant URL, for example https://firm.cloudimanage.com.

Then connect in Ordalie. Because this is an organization source, it can only be set up by an organization admin. Open Connect a source from the left sidebar of your workspace and look under the Enterprise & Admin section, or open Settings and go to the Integrations tab, where iManage sits under Organization Integrations. Choose iManage and fill in the iManage URL, the Client ID / API Key, and the Client Secret / API Secret from the previous step.

You also choose a Connection type. By default the connection is shared, which means everyone in the organization browses iManage through the account you configured. If you prefer, you can switch to per-user access, and then each member signs in with their own iManage account and sees only the documents their iManage permissions allow.

Ordalie confirms the connection by listing the iManage libraries it can reach; it needs at least one accessible library to consider the source connected.

How it works

Inside your workspace, iManage appears as a file tree: libraries open into workspaces, which open into folders and documents. You can find a document by name and bring it into a conversation with the assistant or into a workflow. Files are pulled in only when they are actually needed for analysis, and there is a generous size limit on what Ordalie will read from a single file (up to 200 MB).

If no library shows up after connecting, check the permissions of the iManage account being used, the settings of the OAuth application in Control Center, and the tenant URL. Ordalie has to be able to list at least one library it can open before the source becomes usable.