Benchmark: 99.5% on 1,000 fund documents.Read the results →
Insights

How to connect Claude to iManage with MCP

Claude reads your firm's iManage documents through Reframe over the Model Context Protocol, or MCP. Each lawyer signs in to Reframe and to iManage, and Reframe checks the lawyer's iManage access and ethical walls before Claude reads a passage. Every answer links to the source document in iManage.


What MCP does for a law firm

MCP is an open standard for connecting AI tools to data sources and tools. With one MCP connection to Reframe, Claude, ChatGPT and Microsoft 365 Copilot reach the same governed source, and your engineers stop building a separate connection for each tool.

Five steps to connect Claude to iManage

  1. Your firm selects the iManage libraries and workspaces Reframe reads.
  2. Reframe reads each document through the iManage Work Universal API and files each fact with the client, matter and source page.
  3. Your administrator adds Reframe to Claude as a connector, with the Reframe MCP address for your firm.
  4. Each lawyer signs in to Reframe from Claude, and signs in with an iManage account the first time.
  5. Your lawyers ask Claude about a matter, and Claude answers from the documents the lawyer can open in iManage, with a link to each source.

The controls on every request

ControlWhat Reframe does
Sign-inClaude acts as the lawyer who signed in, never as a shared service account
AccessReframe returns only the documents the lawyer can open in iManage
Ethical wallsReframe refuses a request about a screened matter before Claude reads any passage
Source linksEach answer links to the document in iManage
Audit logReframe logs every question, answer and refusal in an append-only log
Write-backAfter your knowledge team approves an update, Reframe fills the iManage profile fields your firm chooses

Questions about Claude and iManage

Does Claude copy documents out of iManage?

Reframe reads documents in place through the iManage Work Universal API, and every document stays in iManage. Claude receives the passages the lawyer may read for the question asked.

Do ChatGPT and Copilot work the same way?

Yes. ChatGPT and Microsoft 365 Copilot connect to Reframe over the same MCP connection, and each tool signs in as the lawyer who asks.

Can Reframe write back to iManage?

Yes. After your knowledge team approves an update, Reframe fills the iManage profile fields your firm chooses, such as the document type, the parties and the key dates. Your administrator decides whether Reframe writes to iManage.

How does a firm start?

Start with one practice and the iManage workspaces the practice uses. In a 90-minute working session, your lawyers bring the questions they ask, and Reframe moves no documents for the session.

Connect Claude to your iManage workspaces.

Start with one practice. Reframe reads the workspaces your firm selects and gives Claude the documents each lawyer can open in iManage.

Book a demo
Book a working session