Integrations

• Custodian communications. Agree how approved instructions reach each custodian and how issue evidence returns to the hold record.
• Collection repository. Agree how source counts and resulting references are reconciled with the hold revision and operation receipt.
• Court or filing source. Capture an external or court receipt on the relevant event or deadline.
• Document store. Preserve the file, revision and content hash used for review and production.
• Identity service. Map signed-in users to team members and the organization that defines their working scope.

Name an owner for each connection and agree which external acknowledgement is needed before staff consider an action complete. Where a guarded action records a receipt, use its operation key and expected revision to reconcile attempts. A failed result needs investigation on its matter. Review document visibility and restricted subject access before exchanging files or identity data.