About
iManage describes itself as a knowledge work platform that helps organizations uncover and activate knowledge in their business content and communications. The record states the platform is cloud native, secure, reliable, and performant, with AI built in natively. The site copy highlights a partnership with Microsoft and says the platform is intended to improve productivity and mitigate risk while providing comprehensive security to protect vital assets. The textual record emphasizes content and communications as core inputs and repeatedly positions iManage as enabling organizations to work more productively, collaboratively, and securely.
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Heron provides AI-powered automation for document-heavy workflows, automating document intake, classification, parsing and data extraction. The product consolidates data intake from multiple sources (forwarded emails, bulk upload, API) and extracts key fields into structured formats, enriching data via machine learning or third-party sources. Heron checks extracted data against configured policy to trigger automated actions (for example: auto-decline, request more information, prepare for review) and syncs structured data directly to a CRM or other system of record. The site positions the offering as enterprise-grade software that integrates with existing CRMs and claims "No engineers required" for implementation.