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Set Up iManage SPM Ethical Walls

Learn how to set up Harvey to enforce the ethical walls your firm manages in iManage SPM.

For Admins

Last updated: Nov 5, 2026

Overview

Harvey can enforce the ethical walls your firm manages in iManage Security Policy Manager (SPM). Harvey reads your firm's client matters and their wall policies through your iManage connection, then checks every share in Harvey against those policies. Content tied to a walled matter can't be shared with anyone outside that wall. Walls also apply to individual files that keep their iManage client matter, so restricted users don't see walled files in a vault.

Your iManage environment stays the system of record. Harvey doesn't create, change, or delete walls, and any change your firm makes in iManage SPM reaches Harvey at the next sync.

This article covers the iManage SPM setup steps. For how walls behave once they're enforced, and the settings that control enforcement, see Ethical Walls in Harvey.

Before You Start

To set up iManage SPM Ethical Walls, you’ll need:

  • Permission to manage ethical wall settings in your workspace. Without it, the Ethical walls provider option doesn't appear when you add client matters.
  • The iManage connector enabled in your workspace. Follow the steps in Enable the iManage Integration for Your Workspace.
  • Sign-in access to your firm's iManage NRTAdmin account.
  • An iManage Cloud deployment.

Note: Your workspace can connect to one walls provider at a time.

Connect iManage SPM and Import Your Client Matters

From the Matters & Walls page in the Command Center, Harvey guides you through the process of adding iManage SPM and importing your client matters. The full process is detailed in the sections below.

After connecting and importing, you can adjust your settings at any time by selecting the Settings Settings button at the top-right of the Matters & Walls page.

Connect iManage SPM

  1. Go to Settings Slider Command Center → Configurations → Matters & Walls, then select Plus Add client matters.
  2. Under Choose your import path, select Ethical walls provider.
    Add client matters dialog with the Ethical walls provider import path selected
  3. Select iManage SPM.
  4. Select Connect NRTAdmin account. When iManage prompts you, sign in with your firm's NRTAdmin account for your production environment.
  5. Select Verify & finish. Harvey checks that you signed in with your firm's NRTAdmin account.

Harvey confirms that iManage SPM is your active wall provider and is ready to move on to importing your client matters.

Import Your Client Matters

  1. When Harvey confirms that iManage SPM is your active wall provider, select Next.
  2. Wait while Harvey processes your client matters, which can take up to ten minutes. You can close the window while you wait.
  3. When your client matter report is ready, Harvey shows a notification. Select Review to continue.
  4. Harvey reports the number of client matters it found to import, and you can select Download CSV to check the full list. On the same screen, set your Client matter separator, choose which client matter details to show, then select Next.
    Client matter import review showing the number of matters found, the Download CSV option, and display settings
  5. Choose your enforcement settings. Turn on Enable ethical walls, and optionally Require walls for sharing Threads, Vaults, and Review Tables, then select Begin import.
    Enforcement settings with the Enable ethical walls and Require walls for sharing toggles

Harvey begins importing your client matters from iManage SPM. You can close the window while the import runs. When it finishes, your client matters appear on the Matters & Walls page.

Once the import finishes, Harvey starts the recurring syncs and enforces walls based on the settings you chose. To change your enforcement settings later, see Ethical Walls in Harvey.

Note: Harvey stores the NRTAdmin credential on a dedicated service account. Your own iManage connection in Harvey isn't affected.

Notes & Limitations

  • Harvey picks up new client matters every 24 hours and wall membership changes every 12 hours. Harvey sets the sync times automatically. When a user becomes restricted, Harvey revokes their access at the next membership sync.
  • Ethical walls apply to your whole workspace. You can't turn on enforcement for a subset of users or matters.
  • If your firm's NRTAdmin credentials change, select Reconnect in the NRTAdmin service account section of your ethical walls settings.

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