Integrations

Disclosure Ready integrates with a range of legal practice and document management systems, allowing you to move documents directly into Disclosure Ready from your existing software.

We’re always looking to expand our integrations to meet the needs of law firms. If there’s a document management or practice management system you’d like to connect with Disclosure Ready, please let us know.

Note: You must have a Law Firm or Law Firm Plus subscription to access most integrations. See Subscription Pricing for more detail. 

Standard integrations #

The following integrations allow you to connect directly to Disclosure Ready through the Welcome menu. 

Available integrations in eBrief Ready

• Clio — matter management and document sharing
• iManage — document and email management with AI features
• Smokeball — cloud-based legal practice management
• Actionstep — practice management for midsize law firms
• NetDocuments — enterprise cloud document and email management
• EvolveGo — end-to-end legal practice management. 

For full details on each integration visit Disclosure Ready Third Party Integrations.

You will only see the integration option once it has been enabled for your organisation by the eBrief Ready support team.

If you would like to enable a trial of the integration please contact support@legalready.ai to set up.

Importing documents through the integration  #

1. Log into Disclosure Ready
2. Click Welcome in the top right corner and select the integration 
3. When prompted, sign into your Practice/Documents Management System and grant the required permissions by clicking Allow
4. Select the All matters category 
5. Select the relevant matter in your Practice/Documents Management System — the folders and documents associated with that matter will be displayed
6. Select Manage Links at the top right corner of the integration panel to either create a new Disclosure Ready matter or link to an existing one by ticking on the checkbox next to the matter name and Update links
   
   Tip: you can search your existing matter via the matter name in the search bar
   
   
7. Once linked, the folder structure of the Disclosure Ready matter will be displayed
   

Note: You can import either entire folder structures or individual documents as follows.

Importing folders

1. Navigate to the relevant folder in your Practice/Documents Management System
2. Open the destination folder in Disclosure Ready
3. Drag and drop the folder into Disclosure Ready
   
   Note: If the folder contains subfolders, the original structure is preserved automatically

Importing individual documents

1. Open the relevant folder in your Practice/Documents Management System
2. Open the destination folder in Disclosure Ready
3. Drag and drop the document into place

All imported folders and documents will start uploading immediately into Disclosure Ready. You will see a progress bar at the bottom of the right side panel. 

Note: This is a two-way integration — documents and folders in Disclosure Ready can also be imported back into your Practice/Document Management System as long as you have the necessary permission for the matter. 

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.