Your practice management and document management, finally working together.
You don’t have to choose between great practice management and great document management. You just need them connected.
The Actionstep Practice Management x iManage integration connects your matter and document workflows and eliminates the administrative gap so your team can focus on meaningful client work.
Must have an Actionstep Practice Management and iManage subscription in order to use the integration.
See what it looks like for your firm
The cost of disconnected systems
Most law firms manage matters in one platform and documents in another. The gap between them creates real drag.
When your practice management and document systems don’t talk to each other, someone has to bridge the gap manually. That means time spent creating workspaces, re-entering data, and hunting for documents, instead of billable work. And as your firm grows, that cost grows with it.
One integration. Two best-in-class platforms.
Actionstep runs firm operations from intake, matter management, billing, workflows, and reporting. iManage governs your documents and emails with enterprise-grade security, permissions, and compliance controls.
The integration simply connects them. When a matter opens in Actionstep, an iManage workspace is automatically created and linked. Matter details stay synchronized. Lawyers access documents directly within the matter with no switching, no manual filing, no chasing information across tools.
Each platform does what it does best. Together, they remove friction you’ve learned to tolerate.
Built for how your firm actually works
Experience the day-to-day of faster matter activation, fewer administrative hours, and a compliance posture that holds up without extra effort.
Faster matter onboarding
New matters are ready to work from day one. Opening a matter in Actionstep automatically creates an iManage workspace, using the structure and permissions from your pre-configured iManage template and the metadata from the matter itself. No manual setup required.
More time for client work
Access, create, and manage documents directly inside the matter view in Actionstep Practice Management. Get the full iManage workspace experience, without leaving your practice management platform. No switching systems, no manual filing, no time lost looking for the right document.
Fewer errors, less rework
Matter details like client ID, matter ID, and matter type sync automatically from Actionstep to iManage the moment a workspace is created. Actionstep stays the single source of truth, so there’s no duplicate entry and no risk of the two systems drifting apart.
Compliance that doesn’t slow you down
iManage governs all document-level permissions and ethical walls independently, applied automatically through workspace templates the moment a matter is created. Your firm’s governance rules carry over with zero manual setup, and a full audit trail is maintained within iManage throughout.
Built for firms at the point where it matters most
Growth is good. But as your firm scales, the gap between disconnected systems gets harder to absorb. New practice areas, new hires, and clients with higher security expectations all add coordination costs that manual processes can’t keep up with.
This integration is built specifically for firms that need enterprise-grade document governance without enterprise-level complexity. Whether you’re a managing partner or leader in operations, IT, practice management, and administrative support, the integration is designed to reduce your firm’s burden, not add to it.
Actionstep Announces Native iManage Document Management Integration
Discover the best-in-class platforms
The Actionstep Practice Management x iManage integration is only as strong as the platforms behind it. Learn more about what each one brings to your firm.