iManage Work

Gets information about users in the iManage Work system. A user in iManage Work may be associated with documents as an author or have access to documents as a reviewer or collaborator. They may also be owners of a matter or have tasks assigned to them. Returns information about the current user when the query is an empty string.

get_user_information

Gets the profile of the matter for the provided matter ID.

get_workspace_profile

Gets list of matter templates available in a library. matter templates are predefined folder structures used to create consistent, organized Matters.

get_workspace_templates

Gets the document properties associated with a specific document ID. Document properties include the Client and Matter information.

get_document_profile

Lists recent actions performed by the current user, including document moves. Shows action details, status, and whether each action can be undone. Use this when the user asks about their recent activity or wants to know what can be undone.

list_actions

Moves a document to the specified iManage Work folder. The source folder and destination folder must belong to the same library. After moving, the document profile and security can be updated based on the input parameters.

move_document

Searches for folders within iManage Work by name within a specific workspace or parent folder. Supports wildcard matching in the name (e.g., *report*).

search_folders

Searches for Matters based on the provided criteria.

search_workspaces

Searches across iManage Work, for workspaces and documents. Matters are searched by their names and descriptions. Documents are searched by their names, descriptions, comments, and content. Intent Interpretation: Before forming the query, identify what the user is actually trying to find—such as a specific document, similar past work, matter-related material, or all documents related to an event or concept. Query Construction: Rewrite the user request into a single, concise, meaning-rich search phrase. Extract key elements such as: • document type (example: NDA, contract, memo, settlement) • legal or business concepts (example: garden leave, termination, indemnity, breach) • names of clients, counterparties, employees, or entities • jurisdictions or regions Include synonyms or related terms only when they clearly reinforce the user's intent, not as broad expansions. Search Strategy: Run one well-constructed search per user query. Don't perform multiple incremental searches unless the user explicitly asks to refine or explore further.

search

Updates the profile of a document using the supplied field values

update_document_profile

Updates the properties of a matter for a given matter ID. A matter is a root of a folder structure to organize documents, emails. Each matter is tied to a unique matter ID.

update_workspace

Uploads a new document to a folder in iManage Work. Supports PDF and DOCX formats. For PDF: Provide content in Typst markup language. For DOCX: Provide content in Markdown format. The fileType parameter defaults to "pdf" but can be set to "docx" for Microsoft Word documents.

upload_document