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Connecting Avvoka and iManage Work (Organisation-Level)

An organisation-level setup guide for Avvoka administrators, covering both Cloud iManage (cloudimanage.com) and on-premise iManage Work deployments.

Overview

This guide walks Avvoka organisation administrators through the steps required to connect Avvoka with iManage Work. It covers two deployment scenarios:

Cloud iManage for customers using the standard cloudimanage.com service, or a custom cloudimanage subdomain.

On-premise iManage Work for customers hosting iManage Work themselves on a publicly available URL.

For a broader overview of the iManage integration and what it can do inside Avvoka, see the Avvoka × iManage Work feature overview.

NOTE: If you are using a single-tenant Avvoka server, please contact your Customer Success Manager before starting. They will need to register your custom Avvoka URL within the iManage application before the steps below will work.

Part 1 - Cloud iManage setup

For the Cloud iManage service (cloudimanage.com), users no longer need to manually register an application in the Control Centre. Avvoka maintains a pre-registered application for all Cloud iManage customers, so organisation administrators can enable the integration directly from Avvoka.

Step 1: Enable iManage at the organisation level

An Avvoka organisation support user must enable the iManage Work integration before individual users can authenticate.

  1. Navigate to Support → Organisations → {Organisation}.

    Support → Organisations screen in Avvoka
Support → Organisations screen in Avvoka

  2. Navigate to Integration settings → iManage Settings.

    iManage Settings page in Avvoka
iManage Settings page in Avvoka


  3. Tick “Enable integration for all members of this organisation”.

  4. Tick “Use default configuration”.

  5. Choose your region:

    1. Default - if you use the regular cloudimanage.com URL.

      Default region selection
Default region selection


    2. Custom - if you use your own cloudimanage.com subdomain (for example, [clientname].cloudimanage.com). Then fill in:

      1. Authorization URL: your custom iManage URL (e.g. https://[clientname].cloudimanage.com).

      2. Token URL: your custom iManage URL (e.g. https://[clientname].cloudimanage.com).

      3. Endpoint URL: leave empty.

        Custom region configuration fields
Custom region configuration fields

Finally, Click Save to apply your changes.


Step 2: Individual user authentication

Each user who wants to use the iManage Work integration must authenticate their own account. This is a one-time step per user.

  1. Navigate to Settings → My integrations.

  2. In the left-hand menu, choose My Integrations → iManage settings, then click Authorise.

    My Integrations → iManage settings → Authorise
My Integrations → iManage settings → Authorise

  3. You will be redirected to iManage. Sign in with your iManage account.

    iManage sign-in page
iManage sign-in page

  4. After signing in, you will be returned to Avvoka with full access to the iManage Work integration.

Part 2 - On-premise iManage Work setup

If you run iManage Work on-premise with a publicly available URL, you can also connect it to Avvoka. The on-premise flow has one additional step compared to Cloud iManage: you must first register an Avvoka application in your iManage Control Center.

Step 1: Register the Avvoka application in iManage Control Center

  1. Open Control Center.

  2. In the Dashboard on the left, select Applications.

  3. In the top-right corner, click Add Application.

  4. In the Add Application dialog, click Configure Manually.

  5. On the Configuration tab, fill the fields as shown below, then click Authentication.

Field

Value

Name

Avvoka

Description

Avvoka iManage Connector

Client ID

e0a0f545-d0a0-47b9-a45e-a70a8e115fbc

Client Secret

Click Edit and generate a new Client Secret. Authenticating to iManage Work via the Universal API with OAuth 2.0 requires this value, so note it down; you will need it in Step 2.

Publisher

Avvoka

6. On the Authentication tab, set the fields as shown below, then click Access.

Field

Value

iManage Work Authentication Required?

Yes

Application Type

Web

Client Type

Confidential

Redirect URL

If you are unsure of your Avvoka URL, contact your Customer Success Manager.

Client Secret Expires

Never

Allow Refresh Token

Yes. When prompted, set the token expiry to 365 days (the default).

Access Token Expiry

Leave at default.

7. On the Access tab, select All Users, then click Access.

8. On the Review tab, switch Enable Application to Yes, then click Finish.

Step 2: Enable iManage at the organisation level

Now that the Avvoka application is registered in iManage, an Avvoka organisation support user can enable the integration inside Avvoka.

  1. Navigate to Support → Organisations → {Your Organisation}.

    Support → Organisations screen in Avvoka
Support → Organisations screen in Avvoka

  2. Open Integration settings → iManage Settings.

    iManage Settings page in Avvoka
iManage Settings page in Avvoka
  3. Tick “Enable integration for all members of this organisation”.

  4. Leave “Use default configuration” unticked.

  5. For Region, select Custom.

  6. Fill in the following fields:

    • Authorization URL: your on-premise iManage URL.

    • Token URL: your on-premise iManage URL.

    • Endpoint URL: leave empty.

    • Client ID: e0a0f545-d0a0-47b9-a45e-a70a8e115fbc

    • Client Secret: the Client Secret you generated in Step 1.5 above.

      On-premise custom configuration fields
On-premise custom configuration fields

  7. Click Save to apply your changes.

Step 3: Individual user authentication

Each Avvoka user who wants to use the integration must authenticate their own iManage account.

  1. Navigate to Settings → My integrations.

  2. In the left-hand menu, choose My Integrations → iManage settings, then click Authorise.

    My Integrations → iManage settings → Authorise
My Integrations → iManage settings → Authorise

  3. You will be redirected to iManage. Sign in with your iManage account.

    iManage sign-in page
iManage sign-in page

  4. After signing in, you will be returned to Avvoka with full access to the iManage Work integration.

Need help?

If you run into any issues during setup, please contact your Avvoka Customer Success Manager, who can walk through the configuration with you.

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