Early Access Feature
iManage Search
Search your iManage content from Harvey to find the right documents in minutes.
Interested in testing this feature?
Contact your Customer Success Manager for early access.
Overview
Important: iManage Search is in private Early Access for iManage Cloud customers; on-premises support is in active development. See Getting Access below.
iManage Search lets you find documents across your iManage content from inside Harvey, without picking files manually. Describe what you're looking for in your own words, and Harvey will find the most relevant matters, folders, and files. For example:
- "Find prior limitation-of-liability clauses in our services agreements with EU counterparties."
- "What positions have we taken on indemnification carve-outs in our healthcare services agreements?"
Harvey returns an answer with citations that link back to the original documents. Existing iManage permissions are honored throughout. You can only find what you can already see in iManage.
Getting Access
iManage Search is enabled per workspace and per user during Early Access. To get set up:
- Contact your Harvey Customer Success Manager and let them know which users should have iManage Search enabled. Your CSM will also configure the scope of search for those users: matter-scoped by default (users select a matter or folder before each search), or DMS-wide (Harvey searches across the full set of iManage content each user has access to).
- Confirm the underlying iManage integration is in place for your workspace. See How to Enable the iManage Integration for full setup instructions covering both iManage Cloud and iManage On-Premises.
How to Use
- Open a Harvey thread in either Assistant or the Harvey for Word add-in (available in a separate beta).
- Select Sources, then select iManage as your source.
- If you haven't already, sign in to iManage. You only need to do this once per device or session.
- Ask your question. Harvey shows progress as it searches iManage on your behalf.
- Review the answer and citations. Each citation opens its source document in iManage in a new tab.
How iManage Search Works
Harvey has built a custom agent that uses iManage's APIs to look across the file names and content of the documents you have access to. The agent takes your search query, deconstructs it semantically, and starts navigating over the DMS to find relevant content. You don't need to know exact keywords. Describe what you're looking for in your own words, and Harvey will plan the search, find the most relevant files and return a synthesized answer with citations that link back to iManage.
Documents stay in iManage. Files Harvey references in answering your question are tied to that conversation only and do not enter your broader Harvey workspace. To bring documents into a Harvey Vault for ongoing work, use Harvey's existing iManage integration to import them separately.
Using iManage Search Effectively
iManage Search performs best on focused, well-scoped questions. Broad sweeps across the whole DMS are not its strength today.
Use case | Recommended? | Example query |
|---|---|---|
Locating precedents for a specific clause or argument | Yes | "Find prior limitation-of-liability clauses in our services agreements with EU counterparties." |
Surfacing analogous prior work for a new draft | Yes | "What positions have we taken on indemnification carve-outs in our healthcare services agreements?" |
Exhaustive "find every document that mentions X" sweeps | No | “Pull every document across our DMS that mentions Section 162(m).” iManage Search in Harvey will only return a focused set of relevant documents rather than every match. |
Conceptual or fuzzy semantic search across the whole DMS | No | “Find agreements where the indemnification language is unusually broad.” Harvey’s iManage Search does not interpret abstract qualifiers (e.g., “unusual,” “aggressive”) or compare across documents without keyword anchors. |
General tips
- Scope your search before you ask. Selecting a specific matter or folder is faster than asking Harvey to search broadly.
- Use Vault for deeper review. The best search will always be over files that are indexed in Harvey’s vault. Syncing documents into a Vault gives your team a structured workspace to organize and analyze them together.
Permissions and Security
iManage Search uses per-user OAuth and respects each user's iManage access control list. Documents a user cannot see in iManage are never returned to Harvey. The same applies across Assistant, the Word add-in, Long Horizon Agents, and Workflow Agents. Ethical walls are enforced on the search side: a walled document does not appear in results unless the user has access to the underlying matter.
For detailed security and compliance information on our integrations, see the DMS Integrations - Security Overview & Customer FAQ.
Notes & Limitations
iManage Search is in Early Access. The following capabilities are limited or not yet supported:
- Result cap of 50 documents. iManage Search returns up to the top 50 most relevant results per query. For "find all" or exhaustive sweeps where you expect more than 50 matching documents, results will not be comprehensive. Narrow your scope (by matter, folder, date range, or counterparty) or break the search into multiple focused queries.
- iManage On-Premises support is in active development; contact your Harvey account team for the latest timeline. We currently only support search for iManage Cloud customers.
- Search ranking is not version-aware. iManage Search does not preferentially surface "final executed" versions over redlines. Guide this through your prompt. For example, ask Harvey to exclude documents whose titles include "DRAFT."
- Results are point-in-time. If a document changes in iManage after a thread was created, the change is not automatically reflected; re-run the search to pick up the new state.
- Not available in the Harvey for Outlook add-in. iManage Search runs in Harvey Assistant (including Deep Research), the Harvey for Word add-in, Long Horizon Agents, and Workflow Agents.
- Sharing of iManage Search threads is restricted in workspaces that have not enabled Harvey's Ethical Walls feature (Early Access). Ethical Walls re-enforces matter-level access from your existing iManage access lists on shared Harvey content (threads or Vaults that incorporate iManage Search results).
FAQs
Q: How does Harvey's iManage Search compare to iManage's own search?
Harvey's iManage Search uses iManage's own search APIs. For a simple keyword lookup of a single known file, there is no meaningful difference between running the query in iManage and running it in Harvey.
Harvey adds value when you want more than simple keyword. It plans the search, chooses appropriate parameters from the context of your work, runs multiple steps if needed, and brings the results into your draft or answer. Examples include finding precedent clauses to inform a draft and surfacing prior firm positions on a topic.
Q: How does iManage Search compare to using Vault?
The fundamental difference is where documents live. Through iManage Search, you’re able to discover files stored in iManage and not Harvey. With Vault, your documents are synced over and stored in the Harvey platform. Searching over Vault files is generally faster and will lead to better results for more abstract and complex queries.
Q: When will iManage Search be generally available?
A general-availability date is targeted for the end of June. We are using Early Access to ensure the search experience meets the bar firms expect. Your account team can share the most current view, and the Harvey roadmap reflects the latest publicly committed milestones.