Release Notes
iManage Integration
Seamlessly connect Harvey with iManage to securely import, draft, and export documents—right from your workspace.
Release Date
Sep 12, 2025
Tier
Tier 1
Categories
Knowledge
What’s new:
Harvey’s iManage integration is now available for all workspaces.
- Import documents from iManage directly into Assistant, Workflows, and Vault
- Export documents drafted in Harvey back to iManage matters with full versioning
- Preserve metadata and audit trails for compliance and governance
- Authenticate with direct OAuth—no middleware or manual credential management required
Why it matters:
The iManage integration eliminates manual upload and transfer steps, reduces risk, and ensures compliance with strict ethical walls and governance policies. Teams can now work more efficiently while keeping documents secure and audit-ready.
How to use it:
For first-time set up, Admins can learn how to enable the integration in our article, DMS Integrations: iManage. Once enabled, reference our guide, Using the iManage Integration to Upload or Export Files for general instruction.