iManage MCP Server Help

Find local templates for a matter task

Scenario: You're a United Kingdom (UK) real estate lawyer at an international organization. You need two or three UK templates for a commercial lease of office premises so that you can understand how the organization handles this work and begin a matter task.
What you can do: Confirm the available jurisdictions and knowledge types, then search for templates limited to the UK. You can narrow the results by work type or subtopic and select the best starting point for the live matter.
Why it's useful: You start with relevant UK templates and established organization practices instead of searching through content from other offices or drafting from scratch.
Example request: Find me UK templates from our knowledge library for a commercial lease of office premises.
Tools used: get_jurisdictions, get_knowledge_types, search_knowledge_documents, get_practice_areas

Scenario: You're a UK corporate lawyer working on a cross-border deal. You need to draft from the UK house position while understanding what counterparts in the United States (US) will expect on the same points.
What you can do: Search for UK knowhow and templates, then expand the jurisdiction filter to include the US. You can compare the results side by side while retaining filters for knowledge type and maintained status.
Why it's useful: You preserve the UK house position while accounting for US expectations in the deal documents.
Example request: Find UK knowhow on warranty packages in share-purchase agreements, then widen the search to include US knowhow for comparison.
Tools used: get_jurisdictions, search_knowledge_documents, search_knowledge_document_chunks

Scenario: You're an associate learning how to draft a new type of contract. You know the organization has handled similar contracts and want examples of clauses that match the wording and effect you need.
What you can do: Describe the clause you want and search individual passages in the knowledge library. You can review matching clauses with their surrounding context before selecting and adapting the strongest example.
Why it's useful: You benefit from existing knowhow and understand where and why the organization used each clause instead of drafting from scratch.
Example request: I want a limitation-of-liability clause that caps damages at fees for 12 months, with carve-outs for intellectual property and confidentiality. Find similar clauses in our knowledge library.
Tools used: search_knowledge_document_chunks, search_knowledge_documents, get_knowledge_types

Scenario: You're a partner marking up a service agreement in real time and need tested organization language on garden leave for senior executives.
What you can do: Search maintained knowhow at the passage level and retrieve the relevant paragraphs with their source documents.
Why it's useful: You can verify the source and insert language that the organization already supports without reviewing entire documents.
Example request: Pull clauses from our knowledge library covering garden leave for senior executives.
Tools used: search_knowledge_document_chunks, get_knowledge_types

Scenario: You're a transactions partner harmonizing house positions. You want to compare limitation-of-liability language in the software as a service (SaaS) template with the language in the outsourcing template.
What you can do: Pull the relevant clauses from each template and produce a comparison grounded in those passages.
Why it's useful: You can know where the templates diverge and use the findings to harmonize the house positions and prepare a drafting note for junior lawyers.
Example request: Compare how limitation-of-liability is drafted in our SaaS template versus our outsourcing template, with the clauses side by side.
Tools used: search_knowledge_document_chunks, ask_knowledge_question