LawAutomate iManage with Caddi AI Agents
Built for law firms.
Yes, Caddi integrates with iManage. It runs 6 supported actions in iManage, including document updated, upload document, and search documents, and connects it to NetDocuments, Relativity, and SharePoint. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost iManage integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across iManage and every tool it touches, including the screens with no API.
Supported actions6
- New documentTriggers when a new document is added to a workspace.
- Document updatedTriggers when an existing document is checked in.
- Upload documentAdd a document to an iManage workspace with profile data.
- Search documentsFind documents by metadata, content, or author.
- Move documentMove a document between folders or workspaces.
- Copy documentDuplicate a document to a new folder.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate iManage
Connect iManage to Caddi
Allow1Sign in to iManage
One click with your own iManage login. No API keys.
Automate matter workspace creation in iManage.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with iManage
Why teams automate iManage
iManage is the document spine of midsize and large firms. Caddi AI Agents run the filing, classification, and workspace-management motions your team does by hand.
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.
Where law firms use it
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, 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; once generated, it executes as deterministic code against iManage, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
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.
How do I find what to automate in iManage?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
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.