TeamConnect Integrations
The following guides contain information on the various integrations available with TeamConnect.
Disclaimer: The packaging of TeamConnect components, products, Intergrations and modules has evolved over many years. It is best to verify your contract with your Account Manager.
| Integration Modules | Functionality/Description |
|---|---|
| DMS Connector | The DMS Connector creates a framework in TeamConnect that allows integration with iManage or integration into additional document management systems. |
| Service of Process Manager | Service of Process Manager (SOP Manager) retrieves SOP records automatically from your RA (either CT Corp or CSC) based on a retrieval schedule. When the retrieval is performed, SOP records are automatically created in TeamConnect. You can also manually retrieve records that experienced a retrieval error and, if necessary, create a record manually. |
| TeamConnect Business Intelligence(TCBI) | TCBI (powered by Sisense) provides configurable dashboards for user consumption of essential, at-a-glance information and the ability to drill down into the results. |
| TAP Integration Module | This module allows for configuring an integration between TeamConnect and TAP where workflows can be triggered from TeamConnect and data passed through to TAP forms. |
| Legal Hold Integration | This is a module that controls the integration with the Mitratech Legal Hold application. |
| Document Automation | This is an enhanced integration between TeamConnect and HotDocs enables seamless, automated document generation using standardized templates. It streamlines legal workflows, reduces manual effort, and ensures consistency and compliance across documentation. |
| Office Suite Integration | TeamConnect Office Suite offers Two-way integration between TeamConnect and Microsoft Office/Outlook. Requires Microsoft Add-In to be installed on users' desktops. |
Important Announcements on UnOfficial Third Party Integrations with TeamConnect
DocuSign API Authentication changes