AI-Powered Document Compliance for Regulated Teams
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Our 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.
Integration
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 SharePoint, Email and Shared Drives, our platform unifies everything under one intelligent compliance framework.
Supported Integrations
iManage
Industry-leading DMS integration trusted by top law firms across Europe and globally.
• Secure API-based connection__• Granular repository and folder selection__• Continuous background scanning for retention eligibility__• Auto-filing of signed documents with retention policies
SharePoint & OneDrive
SharePoint & OneDrive
Retain documents stored outside the DMS in shared drives and departmental SharePoint sites.___• Map retention to folders and document libraries__• Monitor for policy violations__• Support for bulk actions and reporting
Net Documents
Retain control over your NetDocuments content with precise policy mapping and automated audit trails.
• OAuth-secured authentication__• Real-time repository scans__• Document lifecycle triggers for retention workflows__• Deep metadata indexing for advanced filtering
Outlook/ Exchange
Extend retention compliance to emails—one of the most overlooked risk areas in legal firms.
• Auto-classify and apply retention rules to key emails and attachments.__• Support for Exchange Online and on-prem.__• Integrate emails into DMS and tag for retention upon signature or matter closure.
REST API
Industry-leading DMS integration trusted by top law firms across Europe and globally.
• Push and pull documents with metadata__• Trigger retention from external systems__• Automate eSignature workflows from third-party apps__• Integrate with internal dashboards or compliance systems
Authentication & Security
Single Sign-On (SSO) – Simplify access and maintain strict security compliance across systems.
• Azure AD__• SAML 2.0__• Okta__ • Google Workspace
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