Examples: Automating iManage Research & Insights with Tonkean

For enterprise legal, IT, and operations professionals, the ability to quickly and securely access insights from iManage is critical for driving efficiency and compliance. Yet, manual research across iManage entities—such as APIs, documents, users, libraries, and workspaces—can be slow, error-prone, and siloed. The Search iManage Agent template from Tonkean solves these challenges by orchestrating and automating research and insight delivery across all iManage entities.

1. Automated Entity Research Across iManage

Imagine a legal operations team needing to audit document security settings across all workspaces in iManage. Traditionally, this would require manual navigation, multiple queries, and cross-referencing data from various sources. With Tonkean's automation platform and the Search iManage Agent, teams can:

• Initiate a search for document security settings across all iManage folders and libraries with a single request.
• Automatically aggregate and present insights, such as which documents have restricted access or outdated permissions.
• Trigger follow-up workflows, like sending notifications or creating compliance reports, using Tonkean's no-code process builder.

2. Seamless Integration with Enterprise Tools

Tonkean excels at integrating with your existing tech stack. For example, a procurement team may want to cross-reference iManage user data with access logs from Okta or document activity from DocuSign. The Search iManage Agent can:

• Pull user and document metadata from iManage via its API.
• Enrich this data with authentication and activity records from other systems using Tonkean's data source integrations.
• Present unified insights in a custom dashboard or send automated alerts to Slack, MS Teams, or email using Slack intake and MS Teams intake connectors.

3. Enhancing Security and Compliance

Security and compliance are top priorities for legal and IT operations. The Search iManage Agent leverages Tonkean's enterprise governance and control features to:

• Ensure only authorized users can initiate sensitive searches or access confidential document insights.
• Track and audit all research activities for compliance purposes.
• Automate risk assessments by surfacing documents or users that may require additional review.

4. Real-World Use Cases

• Legal Intake & Matter Management: Instantly search for all documents, classes, and users related to a new legal matter, and automate the creation of a matter record using Tonkean's legal matter intake solutions.
• IT User Provisioning: When onboarding or offboarding employees, automatically retrieve and review all iManage user accounts and associated document access, integrating with HR systems like Workday or Okta for seamless account management.
• Document Security Audits: Schedule recurring audits of document security settings across all iManage libraries, and trigger automated workflows to remediate risks or notify stakeholders.

5. Orchestrating the Entire Workflow

Tonkean's process optimization capabilities mean that the Search iManage Agent is not just a search tool—it's a workflow orchestrator. You can:

• Automate intake of research requests via forms, email, or chat.
• Route insights and reports to the right teams or individuals for action.
• Integrate with approval cycles and document management systems for end-to-end process automation.

Why Tonkean?

Tonkean empowers enterprise operations professionals to leverage AI and automation for smarter, faster, and more secure business processes. The Search iManage Agent template is a prime example of how Tonkean brings together disparate systems, automates manual research, and delivers actionable insights—freeing your teams to focus on higher-value work.

Ready to see how Tonkean can transform your iManage research and insight workflows? Get started today or explore more in our LegalWorks solution for legal operations.