Full orientation in minutes, without reading every email or file from the beginning.
The challenge
When taking over an existing instruction or getting reacquainted with a matter, attorneys must quickly understand what the client has asked for, why it matters, what documents are on file and what is still missing. Finding the latest instruction across email chains, file notes and drafts is time-consuming and risks acting on incomplete or outdated information.
The solution
Ask iManage identifies the most recent and relevant client instruction across emails and file notes, summarizes the purpose and business context of the engagement, and flags missing documents and outstanding dependencies. This means attorneys get fully oriented without manually working through the entire matter file.
Open Ask iManage and add your Matter or Workspace as a Filter.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Craft a prompt to surface details of the most recent Client instruction.
Ask iManage surfaces the most relevant documents, including Client instruction hidden deep in an email chain which would have required opening and reading email in sequence to fully understand.
Copy this prompt
What has Greenfield Marketing Solutions Inc. asked us to do in their most recent instruction?
Use Overview Guided Action against sources to get a quick reminder of the instruction.
Use evidence markers to jump to exact wording in the Email.
Evidence markers allow for quick navigation through sources cited by Ask iManage, with relevant sections highlighted for easy reference.
More to explore
Email Analysis and Matter Intelligence
Use case
Identifying Employee Handbook History
Use Case
Employee Agreements
Question List