Documents Integration
Best AI Assistant for iManage
Carly is an AI assistant that connects to iManage so you can search documents, file emails into a matter workspace, pull the right version, and check profile metadata — all by email or text. No opening iManage to dig for a file.
Try Carly →What Carly can do with iManage
Search documents across matters
Text or email Carly the client, matter, and document you need and she searches iManage and returns the right file with its workspace and profile details — without navigating the folder tree.
File emails into a matter workspace
Forward correspondence to Carly and she files it into the correct matter workspace in iManage with the right profile metadata, so nothing lands in the wrong place.
Pull the right version
Ask Carly for the current or a specific version of a document and she reads the version history in iManage and sends back the exact one, along with who last edited it.
Confirm profile metadata
Ask Carly which client, matter, author, or class a document is profiled under and she pulls the metadata from iManage so you can verify it's filed correctly.
Why large firms are using AI to work in iManage
iManage is the enterprise document and email management system that large firms and legal IT teams standardize on. It holds documents, matter workspaces, folders, profiles and metadata, versions, and thousands of users across offices. The scale is the point — and also the problem. Finding the executed agreement, the current draft, or the memo a colleague filed last quarter often means knowing exactly which workspace and folder it landed in.
AI tools for iManage should let anyone at the firm ask for a document by matter, client, or type and get it back — without navigating the workspace tree or reconstructing someone else's filing logic. When retrieving a document is one message, knowledge that's buried in iManage actually gets used.
How Carly works as your AI iManage assistant
Carly connects to your iManage account through the API. Once connected, you search, file, and check documents over email or text — like messaging a knowledge manager who can find anything in the DMS.
Need the current version of a purchase agreement? Text Carly the matter and document and she pulls it from the right workspace with its version and profile. Received a signed document by email? Forward it to Carly and she files it into the correct matter workspace with the right profile metadata. Not sure who has the latest? Ask Carly and she reads the version history and tells you which one is current and who edited it.
Because Carly works from outside iManage, she can connect your document work to your inbox and calendar — pulling the right version of a document alongside the deal deadline it relates to, or filing forwarded correspondence into its matter without you leaving your email.
Who uses Carly with iManage
Attorneys and knowledge workers at large firms who need documents fast and can't afford to hunt through workspaces. Associates who spend real hours filing correspondence and pulling versions across matters. Legal IT and records teams who want documents profiled correctly and filed in the right workspace rather than scattered. If your firm runs on iManage but retrieval and filing eat into billable time, Carly handles the search-and-file work while your team focuses on the matter.
See it in action
How to connect iManage to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect iManage
Authorize the iManage integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in iManage. She handles the rest.
Automate iManage in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for iManage?
Carly is an AI assistant that connects to iManage and lets you search documents, file emails into a matter workspace, pull specific versions, and check profile metadata — all by email or text. She works from outside iManage so you can retrieve and file documents without opening the DMS.
Can AI search iManage documents for me?
Yes. Text or email Carly the client, matter, and document you need and she searches iManage and returns the right file with its workspace and profile details. You ask in plain language instead of navigating the workspace tree.
How do I connect Carly to iManage?
In your Carly dashboard at carlyassistant.com/integrations, connect iManage with your API key. Once connected, Carly can search documents, file emails, pull versions, and read profile metadata from your iManage account.
Can Carly file emails into an iManage matter workspace?
Yes. Forward correspondence to Carly and she files it into the correct matter workspace with the right profile metadata, so documents are captured where they belong instead of sitting in an inbox.
Can Carly pull the right version of a document?
Carly reads the version history on a document in iManage and returns the version you ask for — the current draft, an executed copy, or an earlier version — along with who last edited it, by email or text.
Is Carly different from iManage's built-in workflows?
Yes. iManage workspaces and rules organize documents inside the platform. Carly is an external assistant you email or text — she gives you on-demand retrieval and filing from anywhere without logging in. She also connects iManage to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."