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DMS integration

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.
CoCounsel connects with the following document management systems, file storage and sharing products, and practice management solutions:
  • Box
  • Dropbox
  • Google Drive
  • HighQ
  • iManage On-Prem
  • iManage Cloud
  • Litify
  • NetDocuments
  • SharePoint
  • Smokeball
Follow these steps to set up a connector:
  1. On the left pane, go to
    Admin settings
    Integrations
    DMS integrations via Syncly
    .
  2. Go to the center pane and select
    New Integration
    .
  3. Follow the steps for your DMS connector available in the
    Related Content
     section.
    note
    The Syncly redirect URL or the host name that needs to be used for setting the DMS connector is highlighted in yellow.
  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.
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.
For additional help or support with setting up connections, contact cocounselsupport@thomsonreuters.com.

This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

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