Automate iManage with Caddi
Built for law firms.
iManage is the document spine of midsize and large firms. Caddi runs the filing, classification, and workspace-management motions your team does by hand.
The work around iManage is where time disappears.
iManage's value compounds when documents land in the right place with the right metadata. Caddi makes that happen at the firm's scale.
Loops Caddi runs against iManage
Matter workspace creation
Recommended patternCaddi creates the iManage workspace for each new matter using the firm's template and files the initial intake documents.
Inbound email filing
Recommended patternCaddi files matter-related email and attachments from Outlook directly into the correct iManage workspace.
Conflict-check support
Recommended patternCaddi pulls relevant documents from iManage to support the conflict-check review and routes the result to the right team.
Caddi + iManage, in practice
Client intake & matter opening
Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in iManage automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct iManage matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between iManage and your billing system, with reconciliation logged back to each matter.
Compliance & follow-ups
Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from iManage data and route the output to the right inbox.
Questions about automating iManage
Does Caddi have a real iManage integration?
Yes. Caddi runs verified code against iManage's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for iManage is reviewed before it runs in production.
Do I need engineering help to automate iManage with Caddi?
No. You demonstrate the workflow once — clicking through iManage the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my iManage data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against iManage with no model in the loop.
Can Caddi connect iManage to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating iManage, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate iManage?
Drop your work email and we'll show you Caddi running end-to-end against iManage and the rest of your stack.