The next-generation release, demonstrated to Above the Law and in a sponsored LawNext episode, adds meeting briefings, review Playbooks and an audit trail, with access controls meant to limit what AI agents can read.
iManage, which stores roughly 30 billion documents for 3,500 customers in its cloud platform, released a next-generation version of its document and email management platform in October with embedded AI capabilities and connections to tools that firms already use, Above the Law reports. LawNext, in a sponsored "How It Works" episode presented with global solutions director Paul Walker, says existing customers can adopt the new experience without migrating their documents.
In a demonstration for Above the Law, a "Get Ready" button in the calendar assembled a briefing for a heads-of-terms review in about 30 seconds, summarising financing terms and funding conditions, flagging gaps such as a missing agenda, and producing a timeline and next steps; each citation opens the source document. Playbooks apply reusable review rules, tagged by severity, across batches of documents; Walker ran ten leases through a lease abstraction and risk Playbook, which flagged a missing co-tenancy threshold. The platform also compares versions of an agreement, summarising the changes and separating commercial revisions from language clarifications.
Walker said access boundaries apply to AI as well as to people, warning that agents with "too wide of a blast radius of access" will pull documents and emails from matters they should not see. The company has about 450 plug-ins to other legal technology, and firms can test tools such as ChatGPT, Claude, Harvey and Microsoft Copilot against iManage data without sharing information outside the organisation. An audit timeline records who accessed a file, with which tool, when, and what they did, whether the work came from a lawyer or an agent.
