Search, browse, and look up iManage Work content

fetch

  • Description: Returns details of the document or workspace for the specified ID. A workspace organizes all documents, emails, and content by legal matter. Each workspace is tied to a unique matter ID or workspace ID, helping teams access and manage case-related materials in one place.

  • Sample prompt: Fetch ACTIVE_US!12345.7
    NOTE: Pasting the above prompt (that includes the ID) in the chat let’s you know whether it’s a document or workspace.

get_container_children

  • Description: Gets the children of a container from given container_id. Returns a maximum of 500 folders, documents, and tabs in a single call. Call this tool to iteratively get all children of a container. Valid container types are workspace, tab, and folder.

  • Sample prompt: List all the children under the ACTIVE_US!12345.7 workspace.

get_recent_documents

  • Description: Gets recently accessed documents by the current user. The documents are sorted by the most recently accessed first. Document properties can be used to filter and truncate the results.

  • Sample prompt: Get recent documents from iManage Work.

get_recent_workspaces

  • Description: Gets recently accessed workspaces or matters by the current user.

  • Sample prompt: Get recent workspaces from iManage Work. 

  • Description: Searches across iManage Work, for workspaces, folders, and documents. Workspaces are searched by their names and descriptions. Folders are searched by their names and descriptions. Documents are searched by their names, descriptions, comments, and content.
    Intent Interpretation: Before forming the query, identify what the user is actually trying to find—such as a specific document, similar past work, workspace-related material, or all documents related to an event or concept.
    Query Construction: Rewrite the user request into a single, concise, meaning-rich search phrase. Extract key elements such as:
    • document type (example: NDA, contract, memo, settlement)
    • legal or business concepts (example: garden leave, termination, indemnity, breach)
    • names of clients, counterparties, employees, or entities
    • jurisdictions or regions Include synonyms or related terms only when they clearly reinforce the user's intent, not as broad expansions.
    Search Strategy: Run one well-constructed search per user query. Don't perform multiple incremental searches unless the user explicitly asks to refine or explore further.

  • Sample prompts:

    • Search for Data points extraction from iManage Work.
      NOTE: Your MCP-enabled client displays iManage Work object (workspaces, folder, and documents) that contain the words Data points extraction in their profile or content.

    • Search for Data points extraction from Active Work library.
      NOTE: Search results for the previous prompt were returned from multiple/all available libraries in the iManage Work server you're connected to. Here, the results are only from the specified library.

search_workspaces

  • Description: Searches for workspaces based on the provided criteria.

  • Sample prompt: Who owns the <Workspace name> workspace? Also give me their user info.

Download documents and inspect document content, versions, and properties

download_document

  • Description: Downloads the text content of a document based on its ID.

  • Sample prompts:

    • Download the text of the WORKDB1!1612117.1 document.

    • Download ACTIVE!5482.3 chunk by chunk.
      NOTES:

      • Use this prompt when the document is very large (contains lots of text). Chunks are created by the system when the document is too large to return in one response.

      • The version in the document ID is used. Since, the version in the ID used in this example is 3, text from version 3 of the document is used.

    • Download document ACTIVE!5482.1 and summarize it.

NOTE: Provide the name of the iManage Work item (workspace, folder, document name, and so on) to your MCP-enabled client and ask it to fetch the ID. Then, you can use the ID in this or other prompts for any iManage MCP connector, as needed.

get_document_profile

  • Description: Gets the document properties associated with a specific document ID. Document properties includes the client and workspace information.

  • Sample prompt: Get document profile for WORKDB1!1612117.1

get_document_versions

  • Description: Gets the complete version history of a document, including all version metadata such as version numbers, authors, modification dates, file sizes, and comments. Returns up to 1000 versions. Each version includes the full document profile.

  • Sample prompt: Get document version history of <Document name>.

get_rows_from_csv_document

  • Description: Gets all the rows from a CSV document.

  • Sample prompt: Get all rows from the CSV document WORKDB1!1612117.1.

View workspace profile and templates

get_workspace_profile

  • Description: Gets the profile for the workspace from given ID from input.

  • Sample prompt: Get workspace profile for JAPAN_1!62.

get_workspace_templates

  • Description: Gets list of workspace templates available in a library. Workspace templates are predefined folder structures used to create consistent, organized workspaces for legal matters within a document management system. They help ensure compliance and standardization across client and matter files.

  • Sample prompt: Get the workspace template with the title <Template name> from the workdb1 library.

Access user details and available libraries

get_libraries

  • Description: Gets all the libraries for the current user.

  • Sample prompt: Get all libraries.

get_user_information

  • Description: Gets information about users in the iManage Work system. A user in iManage Work may be associated with documents as an author or have access to documents as a reviewer or collaborator. They may also be owners of a workspace or have tasks assigned to them. Returns information about the current user when the query is an empty string.

  • Sample prompts:

    • Get user information for Andrew Case. 

    • Get my iManage user information.