Provision workspaces across different collaboration systems with ease.
Provisioning is the creation of templates for matters/projects/channels/folders/documents automatically or through a human process across different collaboration systems integrating with your CRM, HRIS, eBilling etc.
Integrate source systems such as HRIS, CRM, Time & Billing, Portfolio Management Systems, and more. Consistently create Teams, Channels, tabs, workspaces, folders, users, and more in collaboration systems such as Teams and the DMS.
Save documents in the right location, increase adoption, and decrease the likelihood of data chaos by being able to provision with standardized naming conventions, adding the project or matter ID in every provisioned item, and providing the same folder structures across collaboration systems.
Add rich metadata, enabling users to locate data faster so risk teams can understand the context across collaboration systems to act quickly in the event of a breach or outage and apply the appropriate security policies.
