Find every document a rule change touches.
The challenge
When a new regulation, statute, or executive order lands, the in-house team has to work out which of its own agreements, policies, and templates are affected. Doing that by memory or manual review is slow, and it is easy to miss a document that quietly falls out of step with the new requirement.
The solution
With the change filed in the workspace, the AI-Native Search experience reasons across the content on file and surfaces which documents touch the affected subject matter, citing each result to its source. The team gets a shortlist of candidates for review in a single pass, with the basis for every hit on record. This delivers topical triage, not a compliance determination: it surfaces candidates for attorney review rather than replacing attorney judgment on whether a clause is non-compliant.
Key Capabilities Used:
Drag and drop; AI-Native Search experience.
Save or drag and drop the new regulation, statute, or executive order into the relevant workspace in the next-gen iManage platform as a document.
The AI-Native Search experience reads from the content filed in the repository, so the change needs to be on file for it to be included.
Open the AI-Native Search experience and pose the question as you would to a colleague, for example: "Which agreements and policies in this workspace address the subject matter covered by this new regulation, and which clauses may need revision?"
A Question List or Playbook can be used to run the same set of checks consistently across documents.
The AI-Native Search experience returns the documents that touch the affected subject matter, with each result cited back to its source.
The team can select any citation to open the underlying document in full, confirm relevance, and route it for attorney review.
More to explore
Escalate A Policy Exception Through The Right Approvals
Use Case
AI-Native Search Experience
Key Capability
Track Document Access During An Information Barrier
Use Case