Compliance for Legal Teams
Start your compliance journey today.
Compliance for Legal Teams
Start your compliance journey today.
Key Features
Automated Retention Policy Engine
Build and enforce smart, auditable document retention rules tailored to legal and
regulatory frameworks like GDPR, with minimal manual intervention.
Seamless DMS Integration
Connect with leading Document Management Systems like iManage and NetDocuments—no workflow disruptions, no data silos.
Real-Time Compliance Dashboard
Gain instant visibility into document statuses, policy violations, expirations, and
compliance KPIs through intuitive visual dashboards.
Built-in Digital Signature Workflows
Send, sign, and track legal documents with fully compliant e-signature functionality
aligned with eIDAS standards. No third-party tools required.
Granular Access Control & Audit Trails
Secure your data with role-based permissions and full logging of every action ideal for audit readiness and internal governance.
Alerts, Notifications & Reports
Stay informed with proactive alerts, configurable notifications, and exportable compliance
reports in PDF, Excel, and CSV formats.
AboutSmart Document Compliance. Simplified.
DocRetain is a secure, cloud-based SaaS platform built for law firms and compliancefocused organisations.
Integrations
Seamless Connections. Total Control. DocRetain connects effortlessly with your existing legal tech stack—so you can manage compliance without disrupting your workflows. Whether you’re using iManage, NetDocuments, or handling critical documents via email and shared drives, our platform unifies everything under one intelligent compliance framework. No workarounds. No re-training. Just smarter compliance.
Supported Integrations
- Secure API-based connection
- Granular repository and folder selection
- Continuous background scanning for retention eligibility
- Map retention to folders and document libraries
- Monitor for policy violations
- Support for bulk actions and reporting
- OAuth-secured authentication
- Real-time repository scans
- Document lifecycle triggers for retention workflows
- Auto-classify and apply retention rules to key emails
and attachments - Support for Exchange Online and on-prem
- Push and pull documents with metadata
- Trigger retention from external systems
- Automate eSignature workflows from third-party apps
Integration Features at a Glance
| Feature | iManage | NetDocuments | Outlook/Email | API |
|---|---|---|---|---|
| Real-Time Retention Scanning | ||||
| Auto-Tagging Signed Documents | N/A | |||
| Repository-Level Configuration | N/A | |||
| Compliance Dashboard Integration | ||||
| Secure Authentication (OAuth/SSO) | ||||
| Audit Trail Synchronization | ||||
| Custom Field Mapping |
Putting data into context
Putting data into context
Putting data into context
Putting data into context
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