Precise document-grounded answers to Client and Fiduciary questions without interrupting your workflow.
The challenge
Clients, fiduciaries and internal team members regularly ask questions that require attorneys to search through extensive matter files for answers. Even routine inquiries can take significant time to resolve, slowing responsiveness and diverting attention from higher-value work.
The solution
Ask iManage enables attorneys to ask natural language questions and receive precise, document-grounded answers instantly. This elimination of manual search allows teams to respond quickly and accurately to routine and complex inquiries alike.
Open Ask iManage and add a Folder of documents as a Filter.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Craft a prompt to surface planning gaps, tax exposure, or funding issues across the Client's estate planning document set.
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Could anything in this client's estate planning documents materially affect the intended distribution of assets, increase estate or gift tax exposure, or create delays in administration. Include outdated beneficiary designations, unfunded trusts, missing powers of attorney, or inconsistent asset titling?
Use evidence markers to review cited source documents and identify the highest-priority items for Client discussion or immediate remediation.
Evidence markers create a clear and direct link between the response and your documents, giving complete transparency to the cited source.
Ask targeted follow-up questions to prepare a planning recommendation memo or to identify documents requiring immediate amendment.
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Which of the client's trust agreements have not been funded with the assets listed in the estate plan, and what is the estimated value of assets currently passing outside the trust?
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Beneficiary & Distribution Review
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Estate Administration: Improving Accuracy While Reducing Risk
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Rapid Document Prioritization
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