# AI Automation for iManage > 24 workflow automations purpose-built on top of iManage — no data leaves your system, no parallel tool for your team to learn. - **Canonical URL:** https://calish.com/workflows/tool/imanage/ - **Automation count:** 24 - **Roles:** Corporate Attorney, Real Estate Attorney, Securities Attorney ## Automations - [Discovery Document Review for Corporate Attorneys](https://calish.com/workflows/with/discovery-document-review-for-corporate-attorney-with-imanage/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in iManage, leaving associates to review only the 15% that actu - [Legal Research & Brief Drafting for Corporate Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-corporate-attorney-with-imanage/) — AI drafts the research memo against the firm's prior work product, pulls current authority from iManage, and produces a cite-checked first d - [Contract Review & Redlining for Corporate Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-corporate-attorney-with-imanage/) — AI redlines against the firm's playbook in iManage, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of - [Client Case Status Updates for Corporate Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-corporate-attorney-with-imanage/) — AI drafts personalized case-status updates from live matter state in iManage on a weekly cadence, and generates on-demand replies when the c - [Billing Narrative Cleanup for Corporate Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-corporate-attorney-with-imanage/) — AI rewrites narratives to match each client's outside-counsel guidelines in iManage, flags block-billing, and pre-validates against the port - [Court Deadline & Docket Tracking for Corporate Attorneys](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-corporate-attorney-with-imanage/) — AI monitors the docket across iManage and court portals, calculates response deadlines, calendars every owner, and escalates anything within - [Visa Petition Package Assembly for Corporate Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-corporate-attorney-with-imanage/) — AI ingests the beneficiary's evidence into iManage, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package - [RFE & Notice Response Drafting for Corporate Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-corporate-attorney-with-imanage/) — AI classifies the RFE, pulls the matter file from iManage, drafts a point-by-point response against the original petition and current guidan - [Demand Package Drafting for Securities Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-securities-attorney-with-imanage/) — AI drafts the demand from the matter file in Workiva, including medical chronology, damages calc, and liability narrative — associate refine - [Closing Checklist & Disclosure Packet for Securities Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-securities-attorney-with-imanage/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s - [Employment Handbook & Policy Updates for Securities Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-securities-attorney-with-imanage/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Workiva, drafts redlines, and routes to t - [Bankruptcy Schedule & Means Test for Securities Attorneys](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-securities-attorney-with-imanage/) — AI ingests client documents into Workiva, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matr - [Client Intake & Conflict Screening for Securities Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-securities-attorney-with-imanage/) — AI runs the conflict check against Workiva, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time - [Deposition Summary Generation for Securities Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-securities-attorney-with-imanage/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes - [Discovery Document Review for Securities Attorneys](https://calish.com/workflows/with/discovery-document-review-for-securities-attorney-with-imanage/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Workiva, leaving associates to review only the 15% that actu - [Legal Research & Brief Drafting for Securities Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-securities-attorney-with-imanage/) — AI drafts the research memo against the firm's prior work product, pulls current authority from Workiva, and produces a cite-checked first d - [Client Case Status Updates for Real Estate Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-real-estate-attorney-with-imanage/) — AI drafts personalized case-status updates from live matter state in Qualia on a weekly cadence, and generates on-demand replies when the cl - [Billing Narrative Cleanup for Real Estate Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-real-estate-attorney-with-imanage/) — AI rewrites narratives to match each client's outside-counsel guidelines in Qualia, flags block-billing, and pre-validates against the porta - [Court Deadline & Docket Tracking for Real Estate Attorneys](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-real-estate-attorney-with-imanage/) — AI monitors the docket across Qualia and court portals, calculates response deadlines, calendars every owner, and escalates anything within - [Visa Petition Package Assembly for Real Estate Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-real-estate-attorney-with-imanage/) — AI ingests the beneficiary's evidence into Qualia, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, - [RFE & Notice Response Drafting for Real Estate Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-real-estate-attorney-with-imanage/) — AI classifies the RFE, pulls the matter file from Qualia, drafts a point-by-point response against the original petition and current guidanc - [Client Questionnaire Intake & Translation for Real Estate Attorneys](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-real-estate-attorney-with-imanage/) — AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, - [Trademark Docketing & Renewal for Real Estate Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-real-estate-attorney-with-imanage/) — AI monitors deadlines across Qualia and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — - [Patent Prior Art Search for Real Estate Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-real-estate-attorney-with-imanage/) — AI runs the search across USPTO, EPO, and Qualia, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — att --- Book a free 30-minute consultation: https://calish.com/contact