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Integrations
RFI 2.3.5Coordination with Microsoft Outlook, Excel, PowerPoint, Teams and Word, plus Adobe Acrobat and Bluebeam. All seven named applications are connected today; the remaining connectors extend into records, finance and e-filing.
All connectors (12)
Microsoft Outlook
Microsoft 365
Two-way calendar and email sync. File email to a matter directly from the Outlook ribbon, and push matter deadlines into the attorney calendar.
- Two-way calendar sync
- File email to matter
- Save attachments with version history
- Deadline invitations to outside counsel
Microsoft Word
Microsoft 365
Edit matter documents in Word with check-out and check-in, template generation with merge fields and comparison against prior versions.
- Open in Word with check-out
- Save new version on check-in
- Template merge fields
- Compare versions
Microsoft Excel
Microsoft 365
Privilege logs, review indices and obligation registers round-trip to Excel with version control preserved.
- Round-trip editing
- Export matter and contract registers
- Bulk import of review coding
Microsoft PowerPoint
Microsoft 365
Store and version case presentations and leadership briefings alongside the matter file.
- Version-controlled storage
- Generate docket summary decks
Microsoft Teams
Microsoft 365
A matter tab inside Teams, deadline notifications to channels, and meeting links attached to calendar entries.
- Matter tab in Teams
- Deadline and task notifications
- Meeting links on calendar events
- Chat-to-matter note capture
Adobe Acrobat
Document
PDF generation, Bates numbering, redaction and PDF/A conversion for archival filings.
- Bates numbering
- Redaction with burn-in
- PDF/A archival conversion
- Combine exhibit packets
Bluebeam Revu
Document
Plan-set markup for construction claims. Studio sessions attach to the matter and markups version as document revisions.
- Studio session linking
- Markup versioning
- Plan comparison for differing site conditions
Adobe Acrobat Sign
Document
Electronic signature routing for contracts, settlement agreements and hold acknowledgements, with the audit trail written back to the record.
- Sequential signature routing
- Audit trail capture
- Signed copy filed to matter automatically
Entra ID (Single Sign-On)
Security
SAML 2.0 and OIDC single sign-on with conditional access, SCIM user provisioning and group-driven role assignment.
- SAML 2.0 / OIDC
- SCIM provisioning
- Conditional access policy enforcement
- Group-to-role mapping
Georgia Archives Transfer
Records
Scheduled transfer of permanently retained legal records with a manifest and chain-of-custody receipt.
- Manifest generation
- Chain of custody receipts
- Scheduled transfer packages
TeamWorks Financials
Finance
Push contract encumbrances and outside counsel invoices into the state financial system.
- Encumbrance posting
- Invoice reconciliation
- Budget-to-actual sync
PeachCourt / eFileGA
Document
Electronic filing submission to Georgia superior courts with filing receipt capture back to the matter.
- e-Filing submission
- Receipt capture
- Docket number write-back