:Harvey:Support

How to Enable the iManage Integration

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: Nov 25, 2025

Overview

  1. iManage in Harvey: allow users to upload iManage documents directly into Harvey. This foundational integration must be set up first to enable the web extension.
  2. Harvey in iManage web extension: allow users to select and upload files to query in Harvey directly within iManage. Users can select documents, specify a query, and be redirected to Harvey for responses and follow-ups.

iManage in Harvey Configuration

Enabling iManage in Harvey 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 iManage in Harvey 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.

Note: If you encounter connection errors during setup, this may indicate that networking or firewall configurations need to be adjusted to allow communication between Harvey and your iManage environment. Contact your IT team for assistance with network requirements.

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.

Harvey in iManage Extension Configuration

Enabling Harvey in iManage for iManage Cloud Work10

  1. Navigate to the iManage Control Center, and then Applications.
  2. Find and open the Harvey application.
  3. If prompted to do so, click the Update Package button at the top-right. Otherwise, continue to the next step.
    image of updating package
  4. Specify the Harvey hosting domain (app.harvey.ai, eu.app.harvey.ai or au.app.harvey.ai) as part of this flow.
    image of typing in domain for harvey workspace
  5. Now, you can add the Ask Harvey button to the file context menu by following the steps for Configuring the Ask Harvey Shortcut.

Enabling Harvey in iManage for iManage On-Premise

  1. Download the latest application package from Harvey (Settings → Integrations), under iManage OnPrem.
    image of application package from harvey for imanage
  2. Navigate to the iManage Control Center, and then Applications.
  3. Find the Harvey application, click on the three-dot menu, and select Update Package.
    update package in imanage
  4. Upload the latest package fetched above from Harvey.
    image of uploading the latest package from harvey in imanage
  5. Now, you can add the Ask Harvey button to the file context menu by following the steps for Configuring the Ask Harvey Shortcut.

Configuring the “Ask Harvey” Shortcut

  1. Navigate to the iManage Control Center, then Web Client and Context Menus.
    Image of navigating to web client then context menus in imanage
  2. Starting within the Documents menu, click Add action.
    Image of adding an action in imanage documents menu
  3. Select the Ask Harvey option.
    Image of selecting ask harvey in imanage
  4. Move the Ask Harvey option to the top of the menu so that it is clearly visible and quickly accessible to users.
    Image of moving ask harvey to the top of the menu in imanage
  5. Click on the Emails menu, and then repeat steps 2-4 to move Ask Harvey to the top of the context menu. Continue this process for the remaining menus.

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.

FAQs