Integrations overview

SharePoint is available on Firm, Trial, and Enterprise. Additional source connectors (iManage, HighQ, Datasite, Danish ESDH, S3/R2, webhooks, and private connectors) are on Trial and Enterprise only. Open Integrations in the sidebar to see the provider catalog and any systems you have already connected.

Who can do what

Organization admins own connector credentials: create, update, authorize, test, and delete require the admin role. Editors and members can still browse connected folders and import into Cases once a connector is live.

End-to-end path

1. Admin picks a provider from the catalog.
2. Opens that provider's Connect page and fills its fields (or demo data locally).
3. Authorizes or verifies.
4. Any entitled editor Browses and imports into a Case.
5. Fast Track, then Apply.
6. Optionally write *_redacted.pdf back to the source.

Live connections store secrets encrypted at rest (AES-GCM). Production environments must set CONNECTOR_ENCRYPTION_KEY. Only explicit local APP_ENV (development/test/local) may use a documented DEV fallback when the key is unset. Never rely on that fallback outside local.

Sync (optional) is offered only when that source can discover files on a schedule. SharePoint picks up new files in the folder you scoped. iManage, HighQ, and S3 list files in that folder (folder listing, not delta sync). Nested folders are not included. Other sources use Browse and import. Write-back (optional, off by default) uploads after apply completes. Every connect, import, sync, and write-back event is audited.