Integrations
Document management integrations
Documents are only useful when they're in the right place, linked to the right work. We connect your document systems to the rest of your stack, so files are filed, findable and current without manual handling.
The problem
Documents are scattered and filed by hand
Files live across drives, inboxes and a document system, filing is manual, and no one is ever quite sure they're looking at the current version.
Time is lost hunting for documents and re-attaching them to the work they belong to.
The platforms
The document systems we connect
We integrate the document systems businesses run on, including SharePoint, Google Drive, Dropbox, Box, and specialist systems such as NetDocuments and iManage. Off-the-shelf where it fits, custom where it doesn't.
- SharePoint
- Google Drive
- Dropbox
- Box
- NetDocuments
- iManage
Document platform list to be confirmed before publish. We name only platforms we can actually deliver.
Where it connects
Where document management usually needs to connect
These are the connections that turn a document store from a place files go to die into part of how the work actually moves.
Documents and your work platform
Files linked to the right task, project or matter automatically, so the document is where the work is instead of a folder away.
Documents and CRM
Client documents attached to the right record, so the full history sits with the client.
Document generation
Documents created from templates and data, then filed, so the first draft is done and the storage step happens on its own.
E-signature and documents
Signed documents flow back and update the work, so the sign-off is a step in the workflow rather than a manual re-file.
Filing automation
Documents named, filed and versioned without manual effort, so what a person would do by hand becomes a rule the system follows.
Each connection removes a manual filing step and keeps the right version in the right place, so the team stops hunting.
How we build
How we facilitate it
Every connection gets the right approach. Where a reliable native or off-the-shelf integration exists, we use it. Where there isn't one, or the logic is more involved than a standard connector allows, we build a custom integration through the systems' APIs, with proper authentication, error handling and monitoring so it doesn't silently break.
We keep your data secure and in your control, deployed per client with Australian data residency.
Want the detail on how we build custom connections?
Beyond the connection
Connected, not just linked
Connecting document management is rarely the whole job. Once the data flows, there's usually work to automate on top of it, and often a role for AI agents to act on what your systems now know. We build integration as part of a connected system.
FAQ
Frequently asked questions
What is a document management integration?
A connection between your document system and the tools around it, so files are automatically filed against the right work, kept current, and easy to find.
Can you connect SharePoint or Google Drive?
Yes. We connect them to your work platform, CRM and other systems so documents link to the right record without manual filing.
Can you automate document generation?
Yes. We can set up documents to generate from templates and your data, then file themselves, with e-signature flowing back into the workflow.
What if there's no ready-made integration?
We build a custom one through the systems' APIs.
How do we get started?
Show us one task your team currently does by hand. We'll build an AI agent that does it, free, running on your real work for 30 days.
Keep reading
Related
- Capability
Custom integrations overview
How we connect every category of system a business runs on.
Read more - Service
Integrations & automation
The managed engagement that delivers connections end to end.
Read more - Category
Practice management integrations
For firms whose practice system carries the client documents.
Read more
What clients say
Josh has been phenomenal as an implementation partner. So cool, calm and so patient. He understands common business challenges and the anxiety that comes with change management. He has no issues getting deep into the details and happy to step into our mess to find order and process that works in this new system. I could not recommend Josh more highly.
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.