create_document_relation
ChatGPTCreates a bidirectional relationship between two documents in the same library. Both documents must be identified by their unique IDs, e.g., "MAIN!12345.1". The documents must belong to the same library and cannot be related to themselves. Returns success even if the relation already exists (idempotent operation).
create_folder
ChatGPTCreates a new folder under a matter, tab, or another folder.
create_workspace
ChatGPTCreates a new matter based on the selected template. A matter template is a predefined matter whose structure is copied to the new matter. Restrictions on the matter template are automatically enforced when creating the new matter.
fetch
ChatGPTDownloads and returns the text content of the document for the specified ID.
get_container_children
ChatGPTGets the children of a container from given container_id. Returns a maximum of 100 items in a single call. Children can be documents, folders, workspaces, emails, or shortcuts (document_shortcut, folder_shortcut, workspace_shortcut). Call this tool to iteratively get all children of a container. Valid container types are matter, tab, and folder.
get_document_profile
ChatGPTGets the document properties associated with a specific document ID. Document properties include the Client and Matter information.
get_document_versions
ChatGPTGets the complete version history of a document, including all version metadata such as version numbers, authors, modification dates, file sizes, and comments. Returns up to 1000 versions. Each version includes the full document profile.
get_libraries
ChatGPTGets all the libraries for the current user.
get_recent_documents
ChatGPTGets recent documents by the current user, sorted by most recently accessed first. Defaults to documents with edit activity, matching Work Web behavior. Pass the activity filter to retrieve documents with other activity types (e.g. all, download, view).
get_recent_workspaces
ChatGPTGets recently accessed Matters by the current user.
get_rows_from_csv_document
ChatGPTGets all the rows from a CSV document
get_user_information
ChatGPTGets information about users in the iManage Work system. A user in iManage Work may be associated with documents as an author or have access to documents as a reviewer or collaborator. They may also be owners of a matter or have tasks assigned to them. Returns information about the current user when the query is an empty string.
get_workspace_profile
ChatGPTGets the profile of the matter for the provided matter ID.
get_workspace_templates
ChatGPTGets list of matter templates available in a library. matter templates are predefined folder structures used to create consistent, organized Matters.
list_actions
ChatGPTLists recent actions performed by the current user, including document moves. Shows action details, status, and whether each action can be undone. Use this when the user asks about their recent activity or wants to know what can be undone.
move_document
ChatGPTMoves a document to the specified iManage Work folder. The source folder and destination folder must belong to the same library. After moving, the document profile and security can be updated based on the input parameters.
search
ChatGPTSearches across iManage Work, for workspaces and documents. Matters are searched by their names and descriptions. Documents are searched by their names, descriptions, comments, and content. Intent Interpretation: Before forming the query, identify what the user is actually trying to find—such as a specific document, similar past work, matter-related material, or all documents related to an event or concept. Query Construction: Rewrite the user request into a single, concise, meaning-rich search phrase. Extract key elements such as: • document type (example: NDA, contract, memo, settlement) • legal or business concepts (example: garden leave, termination, indemnity, breach) • names of clients, counterparties, employees, or entities • jurisdictions or regions Include synonyms or related terms only when they clearly reinforce the user's intent, not as broad expansions. Search Strategy: Run one well-constructed search per user query. Don't perform multiple incremental searches unless the user explicitly asks to refine or explore further.
search_folders
ChatGPTSearches for folders within iManage Work by name within a specific workspace or parent folder. Supports wildcard matching in the name (e.g., report).
search_workspaces
ChatGPTSearches for Matters based on the provided criteria.
update_document_profile
ChatGPTUpdates the profile of a document using the supplied field values
update_workspace
ChatGPTUpdates the properties of a matter for a given matter ID. A matter is a root of a folder structure to organize documents, emails. Each matter is tied to a unique matter ID.
upload_document
ChatGPTUploads a new document to a folder in iManage Work. Supports PDF and DOCX formats. For PDF: Provide content in Typst markup language. For DOCX: Provide content in Markdown format. The fileType parameter defaults to "pdf" but can be set to "docx" for Microsoft Word documents.
download_document
Claudefetch
Claudeget_container_children
Claudeget_document_profile
Claudeget_document_versions
Claudeget_libraries
Claudeget_recent_documents
Claudeget_recent_workspaces
Claudeget_rows_from_csv_document
Claudeget_user_information
Claudeget_workspace_profile
Claudeget_workspace_templates
Claudesearch
Claudesearch_workspaces
Claude
