New features are continuously being added to Ask iManage. Refer to the enhancements and feature changes available in each update.

March 2025

Ask iManage actions (Extract, Summarize, Analyze, Overview)

We've redesigned the panel on the right in iManage Work to provide clearer guidance on the what Ask iManage can assist with, driving engagement and making onboarding simpler. The updated panel on the right presents four key new actions:

• Overview: Generate a high-level summary of your document.

  • Users can select a button to receive an automatic summary without needing a specific prompt.

• Extract: Retrieve exact text from your content.

  • Examples:

    • "What is the definition of 'know-how' in this document?"

    • "Identify and collect all non-compete clauses from SPA agreements for comparative analysis."

    • "Find and extract the indemnity clause from this contract."

• Summarize: Generate a summary of a specific topic from your content.

  • Examples:

    • "Summarize the termination provisions in this agreement."

    • "Provide a brief overview of the witness testimony on the events of November 21."

    • "How does this guidance note address confidentiality obligations?"

• Analyze: Assess whether your content aligns with a specified requirement.

  • Examples:

    • "Does this lease guarantee the tenant's right to quiet enjoyment?"

    • "Identify whether this contract contains an uncapped indemnity and assess its acceptability."

    • "Evaluate if this subpoena is valid given the requirement of at least 10 working days' notice. Provide justification."

Question library

We're introducing the Question Library, a powerful way to save and manage frequently asked questions, eliminating the need to manually re-enter prompts across different documents.

How it works:

• Save Questions for Reuse: Easily save individual questions from the right-hand panel or matrix page for future use.

• Quick Retrieval & Organization: Browse, search, and filter saved questions with options for visibility (Organization/Personal/iManage).

• Seamless Integration: Insert saved questions directly when asking a question.

• Pre-Defined iManage Questions: Access a set of curated prompts to help you get started.

This update enhances efficiency by providing a centralized question bank, making it easier to track, reuse, and organize queries across different workflows.

Answer formatting

The Answer Formatting feature gives you greater control over how information is presented, reducing the need for manual reformatting.

By default, the Smart Format option intelligently selects the optimal structure and detail level, ensuring clarity and relevance without additional input.

For those who prefer customization, options for Lists, Tables, and Paragraphs, along with Concise or Expanded responses, allow tailored outputs to meet specific needs. This feature enhances usability, readability, and decision-making, making it easier to extract insights and present information effectively.

Export formats

We've extended exporting options to include:

• Word (.docx): For use cases requiring a formatted text document.

• Excel (.xlsx): For structured data requiring analysis or further manipulation.

• CSV: Retains the current support for CSV, useful for simple data storage and transfer.

You can also now export directly from the panel on the right in the interface, reducing the steps required to access export functionality and improving efficiency.

Question suggestions

We're making it easier than ever to engage with Ask iManage by introducing Question Suggestions. Dynamic, document-specific recommendations designed to enhance your productivity.

How It Works:

• When you open a document, Ask iManage automatically presents relevant question suggestions tailored to your content.

• Suggestions adapt based on document type, content, and selected Action, making it simple to quickly initiate valuable queries.

February 2025

Resizable document preview

The preview window in Ask iManage is now resizable, allowing users to adjust its size for better document or results readability.

Improved language adherence and response quality

We've made several improvements to the Ask iManage system prompt to enhance its correctness, standardize language usage, and remove ambiguity. These changes have resulted in a 5% improvement in response correctness and a 39% increase in language adherence accuracy.

January 2025

Enhanced document understanding

We’re introducing a smarter way to extract and analyze information from your documents. Until now, Ask iManage focused on retrieval-based questions, pinpointing specific areas of a document to answer targeted queries like date or party extraction.

With our new full-document approach, Ask iManage can now process the entire document to provide more comprehensive answers for tasks including:

• Summarizing Documents: Generate concise or detailed summaries that capture the key points of any document, helping you quickly grasp the main points.

• Identifying Entities: Extract lists of all the key people, organizations, or clauses mentioned throughout a document.

• Clause Identification: Locate and list all clauses that match specific criteria, such as references to material breaches.

• Cause of Action Analysis: Identify and list causes of action or legal arguments outlined in a document.

Best of all, Ask iManage intelligently routes your question to the most suitable method—whether it’s retrieval or full-document analysis—so you can focus on your work without extra effort.

Multilingual response support

We’re making Ask iManage more accessible and user-friendly with enhanced multilingual capabilities.

Now, Ask iManage will automatically match the language of the user’s query or respond in a specific language when requested. Key updates include:

• Language Matching: If no language is specified, Ask iManage responds in the same language as the user query.

• Language Specification: Explicitly request a language for the response, and the system will adapt accordingly.

• Seamless Multilingual Functionality: Ensures consistent, high-quality responses in any language, making Ask iManage more inclusive and versatile for global teams.

This update simplifies communication and ensures Ask iManage aligns with the linguistic needs of all users.

November 2024

Question list management

The popularity of question lists has made them increasingly hard to manage. We’ve created a new interface to manage these, as well as adding some much-requested features such as import/export, and question list visibility options.

Key Updates:

1. Import & Export: Lists can be easily exported or imported using simple CSV files.

2. Visibility: Lists can now be marked as either Personal (visible only to the creator) or Organization (visible to everyone with access to Ask iManage). This means that you can work on personal question lists until you’re ready to publish them to the rest of your team.

3. Favorites: Favorite question lists and easily find these using the new question list search.

4. Descriptions: Now that you can publish lists to your organization, you might want to provide some additional detail about what the list contains and what it will or won’t find.

5. Author: View who created a question list. Note that migrated question lists display Author as Unknown.

6. Search: Search across all question lists using the question list name, description, or the name of any of the questions within.

Question list creation

We’ve also made changes to the page where you edit question lists. You’ll see the new fields Description, and Visibility as well as a new inline question creation interface.

Key Updates:

1. Reorder: Drag questions to reorder how they are displayed in the right-hand panel or on the matrix page.

2. Autosave: The page now autosaves any changes you make, so no more lost question lists!

Question list search

With more and more question lists being created, we needed a better way to find the question list you want to run over the selected document or documents on the matrix page. The improved question list selector lets you search for the specific question list you're looking for, and filter down to just your favorites, your personal question lists, or the lists shared by your organization.

Key Updates:

1. Search: Search across your question lists to find the one you’re looking for.

2. Filters: Quickly filter down to just your favorites, your own, or the shared lists.