:Harvey: Support

DMS Integrations: iManage

Learn how Harvey’s iManage integration lets you securely access, upload, and export documents across Assistant, Vault, and Workflows—keeping everything connected to your firm’s source of truth.

Last updated: Jul 21, 2025

Harvey integrates with iManage, enabling professionals to securely access, upload, and export documents across Assistant, Vault, and Workflows. This integration eliminates manual steps, reduces duplication, and ensures all work remains connected to your firm’s secure source of truth.

Enabling the Integration in iManage

The integration uses secure OAuth authentication to respect all iManage permissions and ethical walls and can be enabled or disabled at the workspace level by an admin.

For additional technical documentation, refer to the Security Overview for iManage Integration.

Follow these steps to connect Harvey with your iManage environment:

  1. In iManage, click your profile icon in the top-right corner and select Control Center.
  2. From the left-hand menu, choose Applications.
  3. Click + Add Application in the top-right corner, then search for Harvey.
  4. Select Harvey AI – File Syncing, then click the Authentication button.
  5. Configure the token settings to your preferences, then click the Access button to proceed to user access configuration.
  6. Define which users should have access to the integration, then click the Review button to confirm your selections.
  7. Review your settings and click Finish to complete the setup in iManage.
  8. Back in the Applications list, click into Harvey AI – File Syncing to confirm it's been added successfully.
  9. In Harvey, go to Settings > Integrations.
  10. Toggle on the iManage integration and click Enable in the confirmation prompt. This will activate the integration for the users you specified in iManage.
  11. Click Connect and sign in with your iManage credentials to authorize the connection.
  12. The integration should now be available in Harvey, though users will need to authenticate their iManage account when using the integration for the first time.

Note: Disabling the integration removes access tokens. Users will need to re-authenticate if the integration is re-enabled.

User Authentication and File Management

Once the integration is activated, individual users must authenticate their own iManage accounts, and can follow this guide to begin uploading and exporting documents.

Upload Audit Logs

Audit logs capture every upload and download event. All integration-based uploads are recorded in the Workspace History under Admin Settings, providing visibility into document activity and ensuring compliance oversight for all queries.