What this integration does
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.
Before you start
You'll need:
iManage administrator access
A Legl account with admin permissions
The custom field names your iManage tenant uses for matter and client
If you're not sure which iManage library to link to, check with your IT administrator first.
Part 1 — Setup (admin)
Step 1: Add the Legl app in iManage Control Center
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.
Step 2: Sign in to iManage from Legl
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.
Step 3: Select your default library
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.
Step 4: Map your custom fields
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.
Step 5: Test the configuration
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.
Part 2 — Using the integration
Note: Each user who wishes to use the integration must also connect to iManage from Legl. They only need to complete setup with Step 2 above.
Engage for Individuals
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.
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:
Source of funds documents
CDD checks
E-signature documents
Businesses (contact screen)
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
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.
FAQ
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.