AI agents for iManage Work

• List libraries

  Lists the libraries (document databases) the signed-in user can use.

• Find documents

  Lists documents in a library by name (contains), document type (like WORD or PDF), folder or workspace, and edit date range, 25 at a time.

• Get a document's profile

  Reads one document's profile by its ID (like ACTIVE!123.1), not its contents.

• List a document's versions

  Lists every version of a document (by its ID, like ACTIVE!123.1), each a profile with its own id, version, comment, author, edit_date and size.

• Find workspaces

  Finds workspaces (client and matter spaces) in a library whose name matches some text.

• Get a workspace

  Reads one workspace's profile by its ID (like ACTIVE!789): name, description, owner, dates and custom fields (client and matter, with descriptions).

• List a workspace or folder

  Lists what is directly inside a workspace (its folders and tabs) or a folder (its subfolders and documents), by the container's ID (like ACTIVE!789).

• Recent documents

  Lists the signed-in user's recently used documents in a library.

• Recent workspaces

  Lists the workspaces the signed-in user opened most recently in a library.

This tool only reads, so nothing in it changes.