iManage Integration Guide

🚀

Integration Steps

Follow these steps to connect your law firm's iManage Work account to LawLink.ai. Step 1 is done once by an iManage administrator; step 2 is done by each person who wants to use iManage through LawLink.

✅ Nothing to install or purchase. LawLink is a registered iManage application, so there are no keys or secrets to generate. Your administrator simply switches it on for your tenant.

Enable LawLink in iManage Control Center

An iManage administrator signs in to iManage Control Center (for example https://cloudimanage.com/work/cc), goes to Settings → Applications, and clicks + Add Application. Find LawLink in the list and add it, then confirm its Application Status shows Enabled.

✅ Confirm: LawLink appears in the Applications list with status Enabled and Security set to the users who should have access. Until it does, connecting from LawLink will fail.

⚠️ Permissions: Adding an application requires a Global Management role that includes the App Management privilege. If + Add Application is missing or greyed out, that is why — ask whoever administers your iManage tenant.

Note your iManage server address

You will be asked for this when connecting. It is the address you use to reach iManage in your browser — most firms on iManage Cloud use https://cloudimanage.com, while firms with a dedicated tenant use something like https://yourfirm.imanage.work.

💡 Tip: Open iManage Work in your browser and copy the address up to and including .com or .work — everything after that is not needed.

🔐

Connecting

Connect iManage in LawLink

Go to https://app.lawlink.ai and log in. Click Integrations at the top, select the iManage card, and click Connect iManage at the upper right. Enter your iManage Server URL from step 2, then click Connect iManage. You will be taken to iManage to sign in and approve access, and returned to LawLink automatically.

Customer ID and Library are optional. Leave them blank and LawLink works them out from your account. Only fill them in if your firm has several libraries and you have been told which one to use.

✅ Success: The connection indicator turns green. LawLink encrypts your credentials and renews them automatically — you will not need to sign in again unless you explicitly disconnect.

Everyone connects individually

Each person at the firm connects their own iManage account. LawLink acts strictly as the signed-in user, so your existing iManage permissions still apply — nobody sees a document through LawLink that they could not already open in iManage.

👥 Invitations: Administrators can send a connection invite from the Users page. Open the invitation link and it takes you to the same connect screen, where you enter your server address and sign in.

📄

Documents

Searching by name or by content

search_mode decides what your search term matches. This is the single most useful thing to know about iManage search: by default it looks at the document name only.

                            # Matches the document NAME only (default)
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/documents?query=Acme&search_mode=name" \
  -H "Authorization: Bearer ACCESS_TOKEN"

# Also searches document CONTENT and profile fields
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/documents?query=Acme&search_mode=anywhere" \
  -H "Authorization: Bearer ACCESS_TOKEN"
                        

💡 If a search finds nothing, try anywhere before concluding the document isn't there. A file named "Deposition Summary" that mentions Acme inside will not match a name search for "Acme".

Filtering by Client, Matter and more

In iManage, Client and Matter are the custom properties custom1 and custom2. Use limit and offset to page through results.

                            # A client's documents, second page of 50
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/documents?custom1=1000&limit=50&offset=50" \
  -H "Authorization: Bearer ACCESS_TOKEN"

# Everything in a workspace, including sub-folders
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/documents?folder_id=ACTIVE!1&include_subtree=true" \
  -H "Authorization: Bearer ACCESS_TOKEN"

# By author and creation date
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/documents?author=JSMITH&create_date_from=2026-01-01" \
  -H "Authorization: Bearer ACCESS_TOKEN"
                        

⚠️ type is a file handler code, not a file extension. A .txt file is ANSI, a PDF is ACROBAT, a Word document is WORDX. Searching type=TXT returns nothing at all. Call /api/v1/imanage/file-types to see the codes your firm uses.

Reading and downloading

                            # Document profile
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/documents/metadata?document_id=ACTIVE!12.1" \
  -H "Authorization: Bearer ACCESS_TOKEN"

# Version history
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/documents/versions?document_id=ACTIVE!12.1" \
  -H "Authorization: Bearer ACCESS_TOKEN"

# File contents, base64 encoded
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/documents/download?document_id=ACTIVE!12.1" \
  -H "Authorization: Bearer ACCESS_TOKEN"
                        

📌 Document IDs include the version. They look like ACTIVE!12.1 — library, document number, then version. The .1 is required; leaving it off will not find the document.

Uploading and adding versions

Documents are always uploaded into a folder. To revise an existing document, add a new version rather than uploading a second copy.

                            # Upload a new document into a folder
curl -X POST \
  "https://app.lawlink.ai/api/v1/imanage/documents/upload" \
  -H "Authorization: Bearer ACCESS_TOKEN" \
  -F "file=@contract.pdf" \
  -F "folder_id=ACTIVE!5"

# Add a new version to an existing document
curl -X POST \
  "https://app.lawlink.ai/api/v1/imanage/documents/ACTIVE!12.1/versions" \
  -H "Authorization: Bearer ACCESS_TOKEN" \
  -F "file=@contract_revised.pdf" \
  -F "comment=Revised after client review"
                        

🗂️

Folders & Workspaces

Browsing the tree

A workspace is the top-level container that holds a matter's files; folders sit inside it. Listing without a parent gives you your workspaces; passing a parent gives you what is inside it.

                            # Your workspaces
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/folders" \
  -H "Authorization: Bearer ACCESS_TOKEN"

# Folders inside a workspace (or inside another folder)
curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/folders?parent_id=ACTIVE!1" \
  -H "Authorization: Bearer ACCESS_TOKEN"
                        

📁 Folders only. This returns containers, not documents. To see the documents inside a folder, use the documents endpoint with folder_id.

Creating, renaming and deleting

                            # Create a folder inside a workspace or folder
curl -X POST \
  "https://app.lawlink.ai/api/v1/imanage/folders" \
  -H "Authorization: Bearer ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Pleadings",
    "parent_id": "ACTIVE!1"
  }'

# Rename a folder
curl -X PATCH \
  "https://app.lawlink.ai/api/v1/imanage/folders/ACTIVE!5" \
  -H "Authorization: Bearer ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Correspondence" }'
                        

⚠️ A folder must be completely empty before iManage will delete it. Note that deleting a document removes only that version — if the document has later versions they stay in the folder and the delete will still be refused.

👥

Users

Look up people in your library

Useful for finding the right value for the author or owner filters, since iManage identifies people by alias rather than by email.

                            curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/users?query=smith" \
  -H "Authorization: Bearer ACCESS_TOKEN"

curl -X GET \
  "https://app.lawlink.ai/api/v1/imanage/users/JSMITH" \
  -H "Authorization: Bearer ACCESS_TOKEN"
                        

💡

Good to Know

A filter that is spelled wrong returns everything

iManage ignores search filters it does not recognise and returns the full unfiltered list rather than an error. LawLink checks the filters it supports and warns about anything it drops, but if you are using the advanced extra option, double-check your spelling — a typo there quietly widens your results instead of narrowing them.

Client and Matter values must already exist

You can search on any Client or Matter value, but setting one on a document only works if that code already exists in your firm's iManage configuration. If you get an "invalid profile" error naming custom1 or custom2, the code you used has not been set up in iManage yet.

What iManage provides through LawLink

iManage is a document management system, so LawLink uses it for documents, folders/workspaces and users. Client and matter records, contacts, tasks and calendar entries come from your practice management system — Clio, Filevine, Lawmatics and so on — not from iManage. Emails filed into iManage are not currently available.

Disconnecting

You can disconnect at any time from the iManage card on the Integrations page. Administrators can disconnect another user from that user's page. Disconnecting removes LawLink's stored access — it never changes anything in iManage itself, and no documents are affected.