iManage API
iManage is document and email management software used by large law firms to organize work by matter, keep documents and emails in one place, manage versions and check-in/check-out, search across the firm's knowledge, and enforce strict security and governance. It sits at the center o
What is iManage?
iManage is a knowledge work platform for legal and professional services. Its core product, iManage Work, provides cloud-based document and email management with deep integrations into Microsoft 365 and Outlook. Additional modules cover search and AI (RAVN/iManage AI), security policy management, and records/retention governance.
Core product areas include:
- Document & Email Management (iManage Work: profiling, filing, versions, check-in/check-out)
- Workspaces & Matter Management (client/matter structures, folder templates, libraries)
- Search & AI (concept search, classification, suggestions powered by RAVN/iManage AI)
- Security & Governance (Security Policy Manager, ethical walls, access controls)
- Records & Retention (records manager, legal holds, disposition workflows)
- Collaboration & Sync (iManage Share, iManage Drive, Office/Outlook integrations)
- Cloud Platform & Admin (tenant, libraries, users/groups, audit)
Common data entities:
- Workspaces (matter-centric containers: client, matter, practice group, owner, template)
- Folders (structured by template: Correspondence, Pleadings, Research, etc.)
- Documents & Versions (title, number, version, class/subclass, file metadata)
- Emails (message-ID, subject, sender/recipients, filed to workspace/folder)
- Profiles/Metadata (client ID, matter ID, author, keywords, custom fields)
- Users & Groups (roles, permissions, ethical walls)
- Security Policies/ACLs (default workspace security, explicit grants/denies)
- Templates (folder trees, default metadata, security inheritance)
- Records & Retention (schedules, legal hold, disposition status)
- Audit Events (who did what, when, with profiles and before/after values)
The iManage Integration Challenge
Legal teams rely on iManage daily, but turning portal-centric document work into API-driven automation introduces complexity:
- Profile fidelity: Client/matter, class/subclass, and custom fields must match firm taxonomies and templates or uploads will be misfiled
- Versioning & locks: Check-in/check-out semantics, conflicts, and offline edits require safe coordination and idempotency
- Email filing: Outlook-based workflows and message-ID deduplication complicate headless ingestion and threading
- Search indexing: Newly uploaded content may take time to index; applications need asynchronous handling and backoff
- Authentication & SSO: Firm SSO/MFA and session lifecycles make unattended automation non-trivial
- Entitlements & ethical walls: Role-based access and policy constraints must be respected to avoid data leakage
- Governance & retention: Legal hold and disposition actions need audit-grade traceability
How Supergood Creates iManage APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your iManage tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes workspace, document, email, and security objects so you can integrate once with consistent schemas
- Aligns with customer entitlements, ethical walls, and role-based permissions to ensure compliant access
- Supports high-volume operations (bulk uploads, workspace provisioning) with polling or webhooks for long-running jobs and indexing
- Provides signed upload flows with content hashing and server-side virus scanning where required
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened iManage adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as iManage evolves.
Use Cases
Matter Intake & Workspace Provisioning
- Push new clients/matters from your CRM or intake tool - Create workspaces with the right folder template and default security - Sync workspace IDs and profile metadata back to your system for future filing
Document Assembly, E-Sign, and Filing
- Generate engagement letters or pleadings and file them to the correct workspace and folder - Manage check-in/check-out and create explicit versions on updates - Integrate e-sign outputs and store executed documents with immutable audit
Knowledge Search & Insights
- Query iManage for relevant precedents and forms directly in your product - Build practice group dashboards on document usage and contribution - Enrich content with AI classification and keyword tagging
Governance, Security & Retention
- Apply or update workspace ACLs and ethical wall constraints programmatically - Place legal holds and track disposition events - Export audit logs for compliance reporting
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of workspaces, documents, emails, security changes, and audit events; indexing-aware backoff for search
Security
Encrypted transport, scoped tokens, and audit logging; respects iManage role-based permissions and ethical walls
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., bulk uploads, reindex completion, retention actions)
Latency
Sub-second responses for list/detail queries under normal load; upload and indexing times reflect underlying platform behavior
Throughput
Designed for high-volume document ingest and workspace synchronization
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used for legal document management, including Workspaces & Matter Management (folders, templates, metadata), Documents & Versions (upload, check-in/check-out), Email Filing, Search, Security & Governance (ACLs, ethical walls), and Records/Retention (holds, disposition), subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.
Yes. We can accept raw EML/MSG inputs or normalized payloads, deduplicate based on message-ID, profile to the correct workspace/folder, and preserve threading metadata. Attachments can be stored as separate documents when needed.
Yes. We model locks and explicit versions with idempotent operations to avoid conflicts. You can create versions, update profiles, and safely reconcile offline edits.
We normalize ACL roles (viewer, editor, manager), group/user principals, and inheritance flags into a consistent schema while preserving raw policy data. All actions respect iManage policy constraints and audit requirements.