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Meet the instructors
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Find a session below that works for your schedule.
Each session is limited to 15 participants, with a maximum of 2 attendees per organization. Sessions are live only and will not be recorded.
Ask iManage Customer Sessions
June 4, 2026
3:00pm British Summer Time
June 4, 2026
4:00pm US Pacific Time
July 16, 2026
3:00pm British Summer Time
July 16, 2026
4:00pm US Pacific Time
iManage Partner Sessions
May 28, 2026
3:00pm British Summer Time
May 28, 2026
4:00pm US Pacific Time
June 25, 2026
3:00pm British Summer Time
June 25, 2026
4:00pm US Pacific Time
July 30, 2026
3:00pm British Summer Time
July 30, 2026
4:00pm US Pacific Time
Who is this training for?
Project champions, decision makers, sponsors, trainers, and others at active or onboarding Ask iManage customer organizations, who seek to drive adoption of Ask iManage in their operations.
Each session is limited to 15 participants, with a maximum of 2 attendees per organization. Sessions are live only and will not be recorded.
How long will this take?
Sessions are 1 hour, inclusive of presentation, demo, hands-on, and Q&A.
Please note that Partner sessions will run for approximately 1 hour and 30 minutes.
Course breakdown
This training includes a guided and interactive hands-on element. You will be provided with login instructions to a live cloudimanage.com environment during the sessions.
Expand each module below for an explanation of contents
Introduction
Introduction to the Ask iManage for AI Champions program, instructors, and how the session will work.
Module 1 - One Document: from questions to structure
Demonstrates how to identify a document type and key questions, create and run a CSV-based question list, and show how repeatable question lists provide consistent, efficient workflows.
Module 2 - Many Documents: repeatable reviews and use-cases
Learn how to scale question lists across multiple documents to create repeatable, efficient review processes, emphasizing consistent results and time savings.
Module 3 - All Documents: portfolio-level
Explains how to ask questions across all accessible content in iManage Work, manage portfolio-level reviews, use follow-up questions, and leverage document comparison tools for broader insights.
Module 4 - Interactive Q&A
Engage in hands-on practice and discussion to reinforce key concepts and explore how Ask iManage can deliver value within their organization.
Meet the instructors
Each session will be run by iManage specialists from the iManage Knowledge & Education team, supported by additional iManage subject matter experts from across the organization.
John Hogan
Senior Consultant - iManage Adoption Solutions
John has been a consultant for iManage since 2011. A trusted expert in adoption of iManage solutions, John is dedicated to enthusiastically assisting iManage users to enhance their professional workflows.
Phyllis Chow
Senior Consultant - iManage Adoption Solutions
Phyllis has been a consultant for iManage since 2012. A go-to specialist for driving adoption in the legal industry, she is passionate about helping users use iManage to improve how they work.