iManage integration: setup and usage

Every Engage request, KYB report, and risk assessment finalised in Legl can now be sent easily to the correct iManage matter. No downloads, no renaming, no manual uploads — and no broken audit trails.

You'll need:

- iManage administrator access

- A Legl account with admin permissions

- The custom field names your iManage tenant uses for **matter** and **client** (e.g. `custom1`, `custom3`)

- To know whether your **Matter** field is a *hierarchical* (child of Client) field — typically `custom2` or `custom30`. If you're not sure, check with your IT administrator.

If you're not sure which iManage library to link to, check with your IT administrator first.

Sign in to the iManage Control Center as an administrator and open Add Application. Search for Legl, select the Legl iManage integration, and click through to authenticate the app.

Once added, the Legl app will appear under Applications in your Control Center.

In Legl, open the integration settings page and click Sign in to iManage. Authenticate with your iManage credentials. You'll now have full access to configure document management.

With iManage selected as the active integration, choose a default library for documents to land in.

If you're unsure which library to choose, contact your IT administrator.

In iManage, navigate to Custom Fields and locate the fields corresponding to matter and client. Copy each Field Name exactly and paste it into the matching field in Legl.

If your Matter field is a child of Client (hierarchical references): Some tenants store the matter reference in a hierarchical custom property — usually custom2 or custom30 — where the matter is a child of the client (a matter is only unique within its parent client). If that's your setup, turn on the Matter is hierarchical (child of Client) toggle in Document Management settings:

Enable when the Matter Reference slot is custom2 or custom30 — a hierarchical iManage custom property whose aliases are scoped to a parent Client alias. The Set Workspace modal will present a cascading selection.

With this on, users choose the Client first, then Matter options load for that client. Leave it off (the default) for standalone, top-level matter fields — the existing experience is unchanged.

By default, every document Legl sends is filed into a single folder inside the matched workspace (named Legl out of the box — you can rename it with the Folder name setting). If you'd like different document types to land in different folders, set up Folder routing rules in the Document Management settings:

Folder routing rules — Route documents to different folders based on their category, workflow, step, and risk assessment template.

Each rule maps a Document category to a target Folder name. The categories are Engage (Workflow), Risk Assessment, KYB – Company Report, and KYB – Sanctions Report. You can make a rule broad or specific:

For Engage, narrow it to a specific Workflow and Step (leave either blank to route all).

For Risk Assessment, narrow it to a specific Template (leave blank to route all).

When several rules could apply, the most specific rule wins; anything unmatched falls back to your default folder. Add or remove rules at any time.

To save users from searching for a workspace by hand, turn on autofill so Legl pre-fills the workspace search from the references already on the record. Two independent toggles in the Document Management settings:

Pre-fill from Legl Client References? — When enabled, the workspace search is pre-filled with the Client Reference from Engage Requests, Risk Assessments, and Contacts. If a single workspace is found, it's automatically selected.

Pre-fill from Legl Matter References? — When enabled, the workspace search is pre-filled with the Matter Reference from Engage Requests and Risk Assessments. If a single workspace is found, it's automatically selected.

Enable either or both. One exact match → Legl selects it automatically; several matches → pre-loaded for the user to pick.

If your iManage profiles require extra metadata on every document, you can stamp it on automatically. In the Document Management settings, open Additional Document Attributes (iManage):

Up to 3 additional document profile attributes included on every iManage upload. Each attribute requires an ID and a default value.

Pick each attribute from your selected library's custom attributes and give it a default value. Legl then includes those attributes on every document it uploads, keeping profiles complete and consistent — up to three attributes. (The test step becomes Step 8, and now notes that attributes are applied to the test upload.)

Click Test configuration. Enter a client reference or matter reference to find a workspace, then send a test file. The file should land directly in iManage under that workspace.

Open any Engage request. In the top-right corner, you'll see a new Set document workspace button.

Search by Client Reference or Matter Reference and select the iManage workspace you want to link.

If your tenant uses hierarchical references, the picker is a cascading selection:

You can set or change the workspace at any time — from when the Engage request is created right through to when it's marked as reviewed.

Once the workspace is set and the Engage request is marked as reviewed, every document attached to that request flows automatically into the linked iManage matter, including:

*if autofill is enabled, the search is pre-filled from the request's references on open, and an exact single match is auto-selected — so the workspace is often set with nothing to type.

If an Engage request is marked as reviewed before a workspace was linked, the documents aren't lost — a Send to iManage button appears on the reviewed request (labelled for your active integration, so NetDocuments firms see Send to NetDocuments). Click it, choose the workspace as usual, and the request's documents are sent across to that matter. The button only appears while no workspace is linked — once a workspace is set, documents file automatically and the button disappears.

The same Set document workspace button appears on the contact screen for businesses. You can set or update the workspace the same way.

For businesses, documents are sent individually rather than in a bundle. Select the document you want to send — for example a company report or sanctions report — and send it across to the workspace as needed.

Risk assessments work the same way as Engage requests. Set a workspace at any time while the risk assessment is being completed, or when you're ready to finalise it.

When you click Complete risk assessment, the documents are sent across to the matter workspace in iManage automatically.

Can I change the workspace after I've set it? Yes — for Engage requests and risk assessments, you can change the workspace any time before the request is marked as reviewed or completed. For business contacts, you can update it whenever you need.

Who can set up the integration? You need iManage administrator access to add the Legl app and authenticate, and Legl admin permissions to map the fields.

Who can set up the integration? You need iManage administrator access to add the Legl app and authenticate, and Legl admin permissions to map the fields.

My Matter field is `custom2` (or `custom30`). How do I configure it? Set your Matter Reference to that field in Step 4 and turn on the Matter is hierarchical (child of Client) toggle. Legl will then scope matter values to the selected client wherever you set a workspace.

Why is the Matter Reference field greyed out / showing "Select a client first"? Your tenant is configured for hierarchical references. A matter is only unique within its parent client, so you must choose a Client Reference before the matter options can load. Pick a client and the matter field becomes available.

I changed the client and my matter selection disappeared — is that a bug? No. With hierarchical references, the matter list belongs to a specific client, so changing the client clears the previous matter and loads the correct options for the newly selected client.