iManage Work agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real iManage Work work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect iManage Work

Connect iManage Work once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 iManage Work skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only12 iManage Work tools

Use iManage Work with AI

Gets an AI assistant working in your iManage Work library correctly: it confirms the library and your identity, picks the right search or browse tool, and asks before changing any workspace, folder or document.

Use it when

You have just connected iManage Work and want to know what the assistant can reliably do.
A search or recent-items request came back empty or incomplete and you want to know why.
You want the assistant to make a change, such as moving a document, and want to approve it first.

Tools it uses

get_libraries
get_user_information
get_document_profile
get_workspace_profile
get_container_children
search_workspaces
search
get_recent_documents
get_recent_workspaces
fetch
get_rows_from_csv_document
get_document_versions

Example

Which library am I working in, and find the Closing Memo for the Smith v. Jones matter.

You're in the WORKDB1 library, acting as you. I found the Closing Memo in the Smith v. Jones workspace: it is the most recent edited version, last saved by a colleague. The search covered that workspace only, so there may be other copies in other matters. Nothing has been changed.

Use in RevampKeyRead the full skill →

Read-only11 iManage Work tools

Find documents in a legal matter

Locates documents across an iManage Work matter, confirms the right version and reports where each one sits. It is read-only and never changes the file.

Use it when

You need to know whether a signed agreement exists for a matter
You want to find where a colleague filed a document and which version is current
You want a quick map of what a matter's workspace holds before review

Tools it uses

search_workspaces
get_libraries
get_user_information
search
get_container_children
get_recent_documents
get_recent_workspaces
get_document_profile
get_document_versions
fetch
get_rows_from_csv_document

Example

Is there a signed NDA for the Contoso acquisition, and which version is current?

Found one match: 'Mutual NDA - Contoso (executed)' in the Contoso Acquisition workspace, under Contracts. Its latest version is 4, dated last month, and the profile shows it as executed. Version 3 is an unsigned draft I did not treat as final. I searched the Edited activity type and did not check documents only viewed or emailed.

Use in RevampKeyRead the full skill →

Read-only7 iManage Work tools

Audit an iManage Work workspace structure

Checks a matter's owner, folder tree and core documents against its template and flags gaps and inconsistencies. It reads only and asks before changing anything.

Use it when

A partner wants to know whether a matter follows its template before a closing
An associate asks who owns a matter and which required folders are missing
Records wants a sanity check on a matter's shape before archiving

Tools it uses

get_workspace_profile
search_workspaces
get_workspace_templates
get_user_information
get_container_children
search
get_document_profile

Example

Audit the structure of the Smith v. Jones workspace against the litigation template and tell me what's missing.

Smith v. Jones (WORKDB1!4410.2) has 14 folders across two pages and an owner, Dana Whitfield. Against the litigation template, 3 required folders are missing: Pleadings, Discovery and Court Filings. Two folders sit at the top level where the template nests them under Case File. I haven't moved or created anything; shall I draft the fixes for you to review?

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect iManage Work, updates them for you and removes them when you disconnect.

Download RevampKey

How iManage Work skills work

Connect iManage Work
The iManage Work MCP server gives the agent its tools.
Ask in plain words
“Is there a signed NDA for the Contoso acquisition, and which version is current?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install iManage Work skills

In RevampKey the skills install themselves when you connect iManage Work. In other tools each skill is one folder with a SKILL.md file, and you also need the iManage Work MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect iManage Work. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Is there a signed NDA for the Contoso acquisition, and which version is current?”
Download RevampKeyConnect iManage Work · 1 click
Get RevampKey to connect iManage Work
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and iManage Work is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials legal-matter-document-discovery workspace-structure-audit; do curl -fsSL --create-dirs -o .claude/skills/imanage-$s/SKILL.md https://revampkey.com/marketplace/imanage/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the iManage Work MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials legal-matter-document-discovery workspace-structure-audit; do
  curl -fsSL --create-dirs -o .claude/skills/imanage-$s/SKILL.md https://revampkey.com/marketplace/imanage/skills/$s/SKILL.md
done

Ask in plain language, for example “Is there a signed NDA for the Contoso acquisition, and which version is current?”

Into the shared .agents/skills folder

Connect the iManage Work MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials legal-matter-document-discovery workspace-structure-audit; do
  curl -fsSL --create-dirs -o .agents/skills/imanage-$s/SKILL.md https://revampkey.com/marketplace/imanage/skills/$s/SKILL.md
done

Ask in plain language, for example “Is there a signed NDA for the Contoso acquisition, and which version is current?”

Into the shared .agents/skills folder

Connect the iManage Work MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials legal-matter-document-discovery workspace-structure-audit; do
  curl -fsSL --create-dirs -o .agents/skills/imanage-$s/SKILL.md https://revampkey.com/marketplace/imanage/skills/$s/SKILL.md
done

Ask in plain language, for example “Is there a signed NDA for the Contoso acquisition, and which version is current?”

Into the shared .agents/skills folder

Connect the iManage Work MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials legal-matter-document-discovery workspace-structure-audit; do
  curl -fsSL --create-dirs -o .agents/skills/imanage-$s/SKILL.md https://revampkey.com/marketplace/imanage/skills/$s/SKILL.md
done

Ask in plain language, for example “Is there a signed NDA for the Contoso acquisition, and which version is current?”

RevampKey or copy the files?

In RevampKey

One click when you connect iManage Work
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the iManage Work MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

iManage Work skills FAQ

What is a iManage Work agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each iManage Work skill describes one job, which iManage Work tools to use in which order, what to check first and when to stop and ask you.

Do the iManage Work skills change anything on their own?

3 of the 3 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in iManage Work.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect iManage Work; elsewhere you copy the folders into your project or skills directory.

Do I need the iManage Work MCP server too?

Yes. The skills tell the agent how to do the work; the iManage Work MCP server gives it the tools to do it. The iManage Work MCP setup guide covers every client.

iManage Work MCP server setup · This page as Markdown

Put iManage Work’s best workflows in your agent

Download RevampKey, connect iManage Work and ask your first question in about a minute.

Download RevampKey Connect iManage Work · 1 click

All 3 iManage Work skills

Use iManage Work with AI

Use it when

Tools it uses

Find documents in a legal matter

Use it when

Tools it uses

Audit an iManage Work workspace structure

Use it when

Tools it uses

Get all 3 without copying a file

How iManage Work skills work

How to install iManage Work skills

RevampKey or copy the files?

In RevampKey

Copy into your project

iManage Work skills FAQ

Put iManage Work’s best workflows in your agent

Skills for related tools