Use case · By industry

Legal Due Diligence Automation & iManage Workflow Integration

Integrate iManage and NetDocuments with custom AI workflows to automate due diligence, contract review, and matter intake — without disrupting your security protocols.

Legal due diligence automation uses AI (OCR + LLM extraction) to read contracts and filings, flag risk, and write structured data straight back into iManage or NetDocuments — so associates stop doing manual review and your firm reviews more matters in less time.

The problem

Integrating legacy legal tech with AI

Off-the-shelf software doesn't work for top-tier law firms. You need iManage workflow automation that respects your strict security protocols while eliminating manual data entry. We specialize in connecting rigid document management systems to advanced AI pipelines — inside the environment you already control.

  • Associates burning hours on manual document review
  • Risk clauses slipping through under deadline pressure
  • Due-diligence cycles that don’t scale with deal flow
  • Matter intake bottlenecked on paralegal triage
  • Sensitive client data that can’t leave your DMS
  • No audit trail across thousands of documents

The solution

Where automation removes the friction

Due diligence & contract review

AI reads contracts and filings, flags risk clauses, and writes structured findings back into iManage or NetDocuments.

60–80% less manual review time per matter

Matter intake & classification

Incoming documents are auto-classified and routed to the right matter and team without paralegal triage.

Hours saved on every new matter

Compliance & audit trail

Every extraction is logged and reviewable inside your existing security perimeter.

Audit-ready on every document

Automating due diligence & contract review

Manual contract review and regulatory tracking is a massive drain on your associates. We deploy OCR and custom LLM extraction models that automatically parse contracts, flag risk and liabilities, tag metadata, and sync the structured data directly back to NetDocuments or iManage — with a full audit trail on every action.

The results

The commercial impact

iManage
Built on your existing DMS — no rip-and-replace
100%
Audit-trail coverage on every extracted document
Days→hours
Faster matter intake & due diligence cycles
Weeks
Typical time to go live, not months
Fixed-price
Scoped to outcomes, ROI agreed up front
Human-in-loop
Review on exceptions, full audit trail

Our approach

From manual to automated

  1. 01Discovery & security scoping

    We map your matter-intake and review workflow and align to your DMS security model before any build.

  2. 02Build on your DMS

    We connect AI extraction to iManage/NetDocuments and configure risk-flagging rules to your practice areas.

  3. 03Test against real matters

    We validate accuracy on real documents with human-in-the-loop review for low-confidence items.

  4. 04Deploy & monitor

    Go live with audit trails, access controls, and ongoing accuracy monitoring.

Why a custom build beats off-the-shelf

  • Runs inside your environment — client data never leaves systems you control.
  • Built on iManage/NetDocuments instead of forcing a new platform on your associates.
  • Risk rules tuned to your practice areas, not a generic SaaS template.
ProofHow a leading corporate law firm automated regulatory intelligence with AI

Frequently asked questions

Does this work with our existing iManage or NetDocuments setup?

Yes. We build directly on top of your current document management system rather than replacing it — your security model, folder structure, and access controls stay intact.

How do you handle confidentiality and data security?

Workflows run inside your environment with role-based access, full audit trails, and no client data leaving systems you control. We scope security requirements before any build begins.

How accurate is the AI extraction for legal documents?

We pair OCR/LLM extraction with validation rules and human-in-the-loop review for low-confidence items, so accuracy improves over time without sacrificing control.

How long does a legal automation build take?

Most engagements go live in 4–6 weeks: week 1 discovery and mapping, weeks 2–3 build and integration, week 4 testing against real matters before go-live.

Can it monitor regulatory changes too?

Yes. We build pipelines that watch regulatory sources and surface relevant changes into your workflow, so compliance tracking stops being a manual chore.

What does it cost?

Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a free audit for a clear price and ROI estimate.