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
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
- iManage Work
- iManage Cloud
- Workspace-based retention rules
- Compatible withiManage Records Manager (IRM)
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
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
- Workspace and Cabinet targeting
- Automated tagging post-signature
- Dashboard-level compliance tracking
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 - Email threading and metadata support
- Configurable policies per sender, subject, or keyword
- End-to-end encryption of scanned content
For firms with custom-built platforms or bespoke legal workflows, DocRetain offers robust RESTful APIs.
- 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
- API documentation developer support available
- Supports webhooks for real-time updates
- SSO-compatible for secure integration
Single Sign-On (SSO)
Simplify access and maintain strict security compliance across systems.
- Azure AD
- SAML 2.0
- Okta
- Google Workspace
- Role-based permission mapping
- Multi-factor authentication support
Supported Integrations
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
- iManage Work
- iManage Cloud
- Workspace-based retention rules
- Compatible withiManage Records Manager (IRM)
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
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
- Workspace and Cabinet targeting
- Automated tagging post-signature
- Dashboard-level compliance tracking
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 - Email threading and metadata support
- Configurable policies per sender, subject, or keyword
- End-to-end encryption of scanned content
For firms with custom-built platforms or bespoke legal workflows, DocRetain offers robust RESTful APIs.
- 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
- API documentation developer support available
- Supports webhooks for real-time updates
- SSO-compatible for secure integration
Single Sign-On (SSO)
Simplify access and maintain strict security compliance across systems.
- Azure AD
- SAML 2.0
- Okta
- Google Workspace
- Role-based permission mapping
- Multi-factor authentication support
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
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
- iManage Work
- iManage Cloud
- Workspace-based retention rules
- Compatible withiManage Records Manager (IRM)
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
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
- Workspace and Cabinet targeting
- Automated tagging post-signature
- Dashboard-level compliance tracking
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 - Email threading and metadata support
- Configurable policies per sender, subject, or keyword
- End-to-end encryption of scanned content
For firms with custom-built platforms or bespoke legal workflows, DocRetain offers robust RESTful APIs.
- 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
- API documentation developer support available
- Supports webhooks for real-time updates
- SSO-compatible for secure integration
Single Sign-On (SSO)
Simplify access and maintain strict security compliance across systems.
- Azure AD
- SAML 2.0
- Okta
- Google Workspace
- Role-based permission mapping
- Multi-factor authentication support
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 |