iManage MCP Server Help

Build proof points for a proposal response

Scenario: You're responding to a request for proposal (RFP) and need to show your organization has handled similar deals, with proof points that demonstrate the practice group's strength.
What you can do: Run an advanced matter search by industry, deal value, work type, governing law, and outcome, read the post-closing descriptions, and surface both the most comparable matters and the people who led them.
Why it's useful: You can decide early whether to pitch, and build a stronger case if you do.
Example request: Build an RFP-ready list of our cross-border renewable-energy M&A deals over $250 million in the last three years, with lead partners and outcomes.
Tools used: search_matters, get_person_facets_in_top_matters, search_persons_in_top_matters

Scenario: You're preparing for a panel pitch and want examples of successful matters for a specific client over the last two years.
What you can do: Search matters for the client and close comparators, filter by industry and date range, pull the key matter descriptions, and rank the lawyers most involved.
Why it's useful: Your pitch slides on past experience, outcomes, and leading experts come together with far less manual digging.
Example request: Pull our successful matters for a named client and two close comparators in consumer goods over the last 24 months, plus the lawyers most involved.
Tools used: search_matters, get_matter_metadata, get_person_facets_in_top_matters

Scenario: You want the full picture of work your organization is already doing for a client before proposing a new mandate.
What you can do: Search matters by client name and date range, group the results by work type and outcome, and identify the responsible partners.
Why it's useful: You can brief up internally first, so your new pitch lands in context rather than blind.
Example request: Show me everything the organization has been doing for a named client over the last 36 months, grouped by work type and outcome, and tell me which partners are running the relationship.
Tools used: search_matters, get_matter_metadata, get_person_facets_in_top_matters

Scenario: You want to expand the work your practice does with a particular client, and need to know who in your organization already has a relationship there.
What you can do: Search matters segmented by client, industry, office, and outcome type, and return matter-level summaries alongside the responsible partners.
Why it's useful: You get a short list of colleagues who already work with that client, so you can ask for an introduction instead of approaching cold.
Example request: Which of our pharma-sector clients are we doing intellectual property work for, and which partners run those relationships?
Tools used: search_matters, search_persons_in_top_matters, get_person_facets_in_top_matters

Scenario: You're producing a market-trends report on key M&A clauses to show clients the types of deals your organization handles.
What you can do: Run a matter search scoped to the right types and date range, drill into the final documents on each matter, and extract the key clauses into a structured list.
Why it's useful: You can compile a trend tracker that highlights real market insight, not a generic overview.
Example request: Pull the material-adverse-change clauses from UK public-M&A deals we've advised on in the last 12 months, grouped by deal value band.
Tools used: search_matters, search_matter_documents, find_matters_for_documents

Scenario: You're reviewing the last 12 months of matters in your practice, grouped by work type and outcome, to identify strengths and gaps.
What you can do: Search recent matters in the practice and group them by work type and outcome using matter metadata.
Why it's useful: The resulting structured view informs planning, training, and the key performance indicators you report up.
Example request: Give me a segmentation of our last 12 months of matters in the Employment practice by work type and outcome, with counts and example matters.
Tools used: search_matters, get_matter_metadata

Scenario: You're building a pitch dossier and need it to be evidence-backed, fast, and consistent across its matter, team, and thought-leadership sections.
What you can do: Run a coordinated workflow across matter search, matter-level person facets, author facets, and person profiles, then cross-reference all three signals into one assembled dossier.
Why it's useful: You produce a defensible, single-pass dossier instead of stitching together separate searches by hand.
Example request: Build a pitch dossier on environmental, social, and governance disclosures—the top matters we've worked on, the lawyers most involved, and our most prolific authors on the topic.
Tools used: search_matters, get_person_facets_in_top_matters, get_author_facets_in_top_documents, search_person_profiles