Manage Outlook emails and attachments with related documents in one system.

• Seamlessly integrate with Microsoft Outlook to save incoming and outgoing emails with attachments in one click
• Centralize emails alongside related documents, clients, matters, projects, etc.
• Automatically detect and manage duplicate emails to prevent clutter and conflicts
• Enable full-text search across email content and attachments for faster retrieval
• Apply retention policies and archive inactive emails while keeping them searchable and audit-ready

Designed for managing high‑volume, sensitive business communications across regulated teams.

Work seamlessly within familiar Microsoft tools while maintaining document control, consistency, and version accuracy.

• Edit, collaborate, and manage versions directly from Microsoft Office—without leaving your workspace
• Automatically apply configurable footer stamps to Word and Excel documents for clear document identification, even in printed formats
• One‑click Compare enables effortless comparison of document versions or different documents of the same type to track changes and maintain consistency
• Generate PDF and PDF/A copies directly from Word and Excel during checkout to support document preservation and compliance requirements

Ideal for teams that rely heavily on Microsoft Office while managing sensitive client documents

Create, edit, secure, and manage PDFs directly within the system—eliminating the need for multiple PDF tools.

• Create, edit, merge, split, and organize PDFs without leaving the platform
• Apply Bates numbering, watermarks, headers, footers, and digital stamps for document identification
• Complete, fill, and securely sign PDF forms with built-in e-signature and approval workflows
• Permanently redact sensitive text and images to protect confidentiality and prevent data exposure
• Search for text content within scanned PDFs using OCR technology

Built to manage business-critical PDFs with accuracy, security, and control.

Find the right documents instantly with intelligent search across content, metadata, and scanned files.

• Search documents by metadata, titles, user comments, and other indexed attributes
• Perform full-text and inflectional searches to capture variations and context
• Run advanced queries, including proximity searches, for precise results
• Filter and refine results using metadata, document profiles, or custom tags
• Save frequently used searches for quick, one-click access
• Use built-in OCR to make scanned documents fully searchable and easy to retrieve

Built to surface critical information quickly, accurately, and with minimal effort.

Track, compare, and manage document changes with complete visibility—so teams collaborate confidently and stay aligned.

• Maintain a clear, complete history of document versions over time
• Track updates and revisions to ensure everyone works on the correct version
• Compare versions or similar documents to quickly identify changes and ensure accuracy
• Add comments, suggestions and reminders directly against documents
• Control access to different document versions to protect sensitive information
• Restore previous versions instantly to recover from errors or revert changes

Built to maintain accuracy, accountability, and control across evolving documents.

Protect business-critical information with strong security controls, governance, and full visibility into document activity.

• Protect sensitive documents using industry aligned data security best practices
• Apply granular access controls to ensure only authorized users can view or manage specific documents
• Enforce retention policies to automatically archive or delete records in line with legal and organizational requirements
• Enable secure document sharing using HTTPS and encryption to protect data in transit
• Enforce strong authentication with Active Directory–based Single Sign On (SSO) and two-factor authentication (2FA)
• Maintain detailed audit trails to monitor, track, and review all user actions and document activity

Built for secure access, accountability, and control.

Collaborate securely, automate approvals, and move documents forward faster—without losing control or visibility.

• Securely share documents while maintaining confidentiality
• Create, edit, and manage files across devices for seamless collaboration
• Share and collect documents using public links and request-based access
• Automate document routing and approvals with predefined workflows
• Receive real-time notifications for approvals, changes, and upcoming deadlines
• Send, receive, and track electronic signatures directly within the system

Built to streamline collaboration, approvals, and document-driven processes with speed and control.