Skip to main content
The iManage Work integration makes your firm’s document management system available in client work. Ask which documents in the Contoso Retail matter workspace cover the pricing terms, compare the latest version of an engagement letter with the signed one, or file a finished memo back to the matter. Hebno reads with your own iManage security, including ethical walls, and saves a document only after you confirm.

​
At a glance

​
Before you start

You need:
  • An iManage Work user with access to the libraries and workspaces you want to use.
  • Hebno registered as an application in your iManage environment. On iManage Cloud, an iManage administrator adds it under Control Center → Applications and enables it for your libraries. For an on-premises server, the administrator registers it in the same place on your own server and shares the server address.
  • An owner or admin in Hebno who enters your iManage address once, for example https://cloudimanage.com or https://dms.yourfirm.com, under Admin → Connectors → Catalogue → iManage Work, and sets the integration to Allow.
Hebno uses OAuth 2.0 with the iManage Work API. Every request runs as the signed-in member, so iManage applies that member’s document security on each call:

​
Connect iManage Work

1

Register Hebno in iManage

An iManage administrator registers Hebno in Control Center → Applications with the redirect address shown on the iManage Work card in Admin → Connectors → Catalogue, and copies the client ID back to that card.
2

Allow the integration

An owner or admin enters the iManage address, pastes the client ID and sets iManage Work to Allow. Hebno checks that it can reach the server.
3

Connect your account

Each member opens Settings → Connections, finds iManage Work under Files and selects Connect. Sign in to iManage with your firm credentials and approve access. The row shows Connected with your iManage user ID.
Select Reconnect to refresh the session, or Disconnect to remove it. Admins can revoke any member’s connection from Admin → Connectors → Connections.

​
What Hebno reads

The libraries and workspaces your organisation selects are stored in the knowledge index and searched by meaning. iManage security, including ethical walls, is checked at search and again at read, so a document that becomes restricted to you disappears from results straight away. Attaching a specific document reads it as it is now, with your account. Only the excerpts a reply used are stored with the conversation as its sources. Documents larger than 25 MB, images and audio appear in lists with their profile but cannot be read as text, so you are prompted to open them in iManage.
Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, even if iManage security or an ethical wall would stop them opening the document.

​
What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for iManage Work with editable fields

An iManage Work change pending confirmation. Nothing is written until you confirm.

New documents inherit the default security of the folder they are saved to, and the document is profiled with you as operator. Hebno never deletes documents or versions, changes security or access control lists, checks documents out, moves documents between workspaces or creates workspaces. Linking marks which iManage workspaces belong to an engagement, so you can ask about “the matter documents” without naming the workspace.
  1. Open the project and select Brain.
  2. Under Linked sources, select Link source, then iManage Work.
  3. Search by workspace name, client or matter number, and select Link.
In chats tagged to the project, Hebno searches the linked workspaces first, and save cards default to them. Each person still opens documents with their own iManage security. See Linked records and Save and export.

​
Use iManage Work in chat

  • Attach: open the + menu, choose Sources → iManage Work, and pick a document or a version. Or type / and choose iManage Work.
  • Ask: name the client, matter, document number or author in your request. For example:
    Search the Contoso Retail workspace for anything on minimum advertised price and summarise each document with its number.
    Compare version 3 and version 4 of the Contoso engagement letter and list every change to scope and fees.
    Save the steering committee pack to the Deliverables folder of the Contoso workspace as a new document.
  • Research runs show a Searching iManage Work step, with a chip for each document and version Hebno read.
  • Agents can read linked workspaces on a schedule. A save an agent proposes appears in agent approvals for review.

​
Troubleshooting