This article walks through how to 1) connect existing LawToolBox matter to iManage and 2) create new matters liked to iManage. This integration will allow you to 1) add documents to deadlines and link directly to iMange, and 2) access LawToolBox deadlines from iManage Work. Learn more: https://lawtoolbox.com/imanage/


The below steps require your LawToolBox admin to enable the iManage integration for your LawToolBox. 


Watch: LawToolBox + iManage (6 min video)


Step 1: Connect LawToolBox matter to iManage

  • Existing matter > matter menu > iManage > Attach iManage > Search > Attach
  • New matter > + New Matter >  Search > Attach or click the iManage logo to launch search

Step 2: Connect LawToolBox deadlines to iManage documents

  • Access LawToolBox deadlines in iManage Work
  • Attach iManage documents and folders to upcoming deadlines
  • Jump to iManage workspace from a LawToolBox matter


What you will see in iManage:


Launch upcoming deadlines in iManage:


Can use all the same features for LawToolBox:


Link deadlines & Documents from anywhere:


Upcoming trainings: 

https://lawtoolbox.com/training/


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Step by step


Step 1: Connect LawToolBox matter to iManage

  • Existing matter > matter menu > iManage > Attach iManage > Search > Attach
  • New matter > + New Matter >  Search > Attach or click the iManage logo to launch Search > Attach
  • Connected matters will include the iManage logo in "my matters" to indicate connection


1) Existing matters (not connected) 

Can be connected at any time


Connect an "Existing matter" 

  • Click on the matter name to launch menu
  • Clcik on iManage to Attach to a workspace
  • Once connected, you will see an iManage logo next to the matter name in LawToolBox
  • When clicking on iManage, you can jump to the documents from LawToolBox


Search & Attach



2) New Matters

+New Matter > look up a matter in iManage and connect right away

Automatically prompts to search


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Step 2: Attach documents from iManage to LawToolBox deadlines


Note: These steps can be done in LawToolBox outlook, teams app or app.lawtoolbox.com or inside the matter in iManage


View & Edit Deadlines > ellipsis > iManage link > search > select > attach

Ellipsis: iManage Links


Select one or multiple files as needed and attach

Once added, the link to iManage will instantly show on the outlook calendar, reports, and reminders


When clicking on the link, it will launch iManage file and folder: