Setting up iManage AI Enrichment involves the following steps, completed in order. You must enable the application before you can import property values, and all setup steps must be completed before the final step, Validate and finalize setup, can confirm that enriched properties display correctly to users in iManage Work Web (Properties panel, Grid, search, filters).

After enabling the application, allow the 8-hour back-end propagation period to complete before moving on. Several of the steps below reference this delay directly.

To set up and validate iManage AI Enrichment:

1. Enable iManage AI Enrichment

2. Import property values

3. Define property captions

4. Enabling iManage AI Enrichment in Insight+ environments (if applicable)

5. Display AI Enrichment properties in iManage Work

6. Validate and finalize setup