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This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

Connect DMS, file storage, and other systems to CoCounsel

Connect CoCounsel with document management systems, file storage solutions, and practice management tools, and set up integrations using admin settings and authorization steps.
note
Only users with the CoCounsel application admin role will be able to set up DMS integrations in CoCounsel. Your firm administrator can assign the CoCounsel application admin role via Self-Service Portal or MyAccount. Alternatively, you can contact customer service at 1-800-554-8909 to obtain CoCounsel application admin access.

Set up a connector in CoCounsel (classic version)

CoCounsel connects with the following document management systems, file storage and sharing products, and practice management solutions:
  • Box
  • Docusign
  • Dropbox
  • Google Drive
  • HighQ
  • iManage On-Prem
  • iManage Cloud
  • Litify
  • NetDocuments
  • SharePoint
  • Smokeball
Follow these steps to set up a connector in the classic version of CoCounsel:
  1. Go to you user profile, then select
    Admin settings
    Integrations
    DMS integrations via Syncly
    , then select
    + New Integration
     on the
    Integrations
     page.
  2. Follow the steps for your DMS connector available in the
    Related Content
     section.
  3. Select
    Get your redirect URL
     and view setup info to get the Syncly redirect URL or the host name that needs to be used for setting the DMS connector.
  4. After the connector is set up, we recommend that administrators authorize connections once to ensure everything is functioning correctly. To do this, select the integration's
    Actions
     menu, then
    Authorize
    .
    A successful authorization confirms that the DMS connector is set up properly.
  5. The users will see the DMC connectors set up by the administrator when using the upload
    Files from external DMS
    .
    The users should authorize the connection once to be able to upload documents.

Set up a connector in CoCounsel Legal

The new version of CoCounsel connects with the following document management systems, file storage and sharing products, and practice management solutions:
  • iManage On-Prem
  • iManage Cloud
  • SharePoint
Follow these steps if you're using the new version of CoCounsel.
  1. From the sidebar, select
    Admin
    Connectors
    , then select the
    Connect
     button for the connector you want to set up.
  2. Follow the steps for your DMS connector available in the
    Related Content
     section.

Additional help

For additional help or support with setting up connections, contact cocounselsupport@thomsonreuters.com.

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