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DMS Integrations: iManage

Learn how Harvey’s iManage integration lets you securely access, upload, and export documents across Assistant, Vault, and Workflows—keeping everything connected to your firm’s source of truth.

Last updated: Sep 17, 2025

Harvey integrates with iManage, enabling professionals to securely access, upload, and export documents across Assistant, Vault, and Workflows. This integration eliminates manual steps, reduces duplication, and ensures all work remains connected to your firm’s secure source of truth.

Enabling the Integration for iManage Cloud

Note: if you have an iManage Legacy Cloud setup, follow the On-Premise instructions below instead.

The integration uses secure OAuth authentication to respect all iManage permissions and ethical walls and can be enabled or disabled at the workspace level by an admin.

For additional technical documentation, refer to the Security Overview for iManage Integration.

Follow these steps to connect Harvey with your iManage environment:

  1. In iManage, click your profile icon in the top-right corner and select Control Center.
  2. From the left-hand menu, choose Applications.
  3. Click + Add Application in the top-right corner, then search for Harvey.
  4. Select Harvey AI – File Syncing, then click the Authentication button.
  5. Configure the token settings to your preferences, then click the Access button to proceed to user access configuration.
  6. Define which users should have access to the integration, then click the Review button to confirm your selections.
  7. Review your settings and click Finish to complete the setup in iManage.
  8. Back in the Applications list, click into Harvey AI – File Syncing to confirm it's been added successfully.
  9. In Harvey, go to Settings > Integrations.
  10. Toggle on the iManage integration and click Enable in the confirmation prompt. This will activate the integration for the users you specified in iManage.
  11. Click Connect and sign in with your iManage credentials to authorize the connection.
  12. The integration should now be available in Harvey, though users will need to authenticate their iManage account when using the integration for the first time.

Note: Disabling the integration removes access tokens. Users will need to re-authenticate if the integration is re-enabled.

Enabling the Integration for iManage On-Premise & Single-Tenant Deployments

The integration uses secure OAuth authentication to respect all iManage permissions and ethical walls. This ensures users can only access documents they're authorized to view in iManage. Admins can also enable or disable this feature at the workspace level.

For additional technical documentation, refer to the Security Overview for iManage Integration.

Follow these steps to connect Harvey with your iManage environment:

  1. In Harvey, go to Settings > Integrations.
  2. Toggle on the iManage On-Premise integration and click Enable in the confirmation prompt.
  3. Click the Download button to get your custom application package for your imanage instance.
  4. Navigate to iManage, click your profile icon in the top-right corner and select Control Center.
  5. From the left-hand menu, choose Applications.
  6. Click + Add Application in the top-right corner, then click Upload Package and upload the application package downloaded from Harvey above
  7. Click the Authentication button
  8. Click generate under the client secret field, configure the token settings to your preferences, then click the Access button to proceed to user access configuration.
  9. Define which users should have access to the integration, then click the Review button to confirm your selections.
  10. Review your settings and click Finish to complete the setup in iManage.
  11. Back in the Applications list, click into Harvey AI – File Syncing. Copy the client secret to paste into Harvey below**.**
  12. Navigate back to the Harvey Integrations page, continue the integration setup flow and specify the following information:
    1. Tenant URL: URL used to access your iManage instance
    2. Client ID: Should be auto-populated and will match the ID in the iManage app
    3. Client Secret: Paste the value copied from the iManage app details here
  13. Click Finish and test the Integration by connecting your own account: click Connect and sign in with your iManage credentials to authorize the connection.

The integration should now be available in Harvey, though users will need to authenticate their iManage account when using the integration for the first time.

User Authentication and File Management

Once the integration is activated, individual users must authenticate their own iManage accounts, and can follow this guide to begin uploading and exporting documents.

Upload Audit Logs

Audit logs capture every upload and download event. All integration-based uploads are recorded in the Workspace History under Admin Settings, providing visibility into document activity and ensuring compliance oversight for all queries.