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Building a More Agile Organization with an Ecosystem Integration Strategy and Process Automation

It’s clear by now that organizations already ahead of the technology adoption curve, with their effective use of cloud-based applications and modern systems, are faring better than their slower-to-adopt counterparts during this COVID-19 crisis. According to the 2021 Wolters Kluwer Future Ready Lawyer report, 46% of these technology leaders were prepared to transition to supporting clients remotely when the pandemic hit, and in fact, 47% of those leaders saw increases in profitability during the past year.

In contrast, only 20% of organizations transitioning to leveraging innovative technologies, and only 8% of those trailing the adoption of newer technologies, stated preparedness to support clients remotely. Increases in profitability for the transitioning and trailing groups was significantly lower than the technology leaders.

ILTA’s 2021 Tech Survey Executive Summary highlights that the pandemic-driven work from home (WFH) trend has “accelerated digitization, adoption, and changed how business itself has been done,” and that this new normal appears to be irreversible. Those change-resistant organizations are surely feeling the necessity of embracing cloud-based applications, integration technologies, and collaboration tools to keep remote workers, clients, and business partners connected.

Build in Efficiency – Integrate and Automate

The technology leaders of today strive to fully leverage both legacy and modern applications by integrating those essential applications and automating processes to become more efficient. Integration of those systems streamlines workflows, supports collaboration, and helps them manage content at scale. Users are able to access needed content anytime, anywhere, and they can work in their applications of choice.

An integrated ecosystem strategy helps:

  • Reduce siloed information
  • Improve efficiency and productivity
  • Support internal and external collaboration
  • Enhance user adoption – offer best-in-breed applications
  • Meet client expectations
  • Manage content and processes at scale
  • Gain a competitive advantage

Build in Data Governance and Security

Especially now, with mass numbers of remote workers, ILTA’s 2021 Tech Survey Summary lists information governance and data security as top concerns for most CIOs. Integrating heavily used applications, such as Microsoft® Teams, with an organization’s document management system (DMS) ensures content created outside the DMS is getting placed in the repository of record. This process can happen automatically behind the scenes, allowing the users to work as they normally work.

Integrating third-party systems with the DMS helps:

  • Meet compliance standards
  • Control data sprawl
  • Maintain information governance
  • Manage user access and activities
  • Keep content in the Repository of Record

“In order to offer clients our full range of practice capabilities, we’re committed to providing a seamless and efficient collaboration experience for our lawyers and colleagues around the world. Integration automation will allow us to optimize end-to-end management and content governance for our ever-growing number of Teams sites.”

– CIO, Leading international law firm

Choose the Right Tools

The content integration tools and products available today can vary a great deal in how they function, so choosing the best tool will depend upon the use case. If the organization is looking to support user collaboration and maintain content governance with, e.g., a Thomson Reuters HighQ and a DMS integration, a product capable of synchronizing content in real-time, in two directions is required.

Things to consider when choosing an integration solution:

  • Vendor experience with content integration
  • Type of integration(s): One-way sync, two-directional sync, archive back to DMS
  • Products capable of meeting modern industry challenges, such as, API-rate limits
  • Works across cloud, hybrid, and on-premises instances
  • Administratively or user-driven synchronization (or a combination of both)
  • Connectors for the applications the organization has now and may add later
  • Ties in with existing provisioning tools
  • Automation capabilities
  • Content synchronization history and reporting

Moving Forward

Organizations are re-evaluating processes that support agility and growth, and they are using their technologies to their advantage to make operations more efficient in order to focus on their clients and their specialties. Ecosystem integration and process automation are key to improving business performance and remaining competitive. Learn more about how Firms Are Modernizing with Innovative Digital Technologies to Stay Competitive, and how to Curb Content Management Complexity with an Anything Works with Anything Connector Approach.


SeeUnity has led the way in providing API-based enterprise content integration and migration solutions for legal tech and beyond since 2004. We’ve helped over 500 customers and 30 global partners streamline workflow processes, enable secure collaboration, and maintain Information Governance. Our 30+ connectors support most ECM, CRM, IPM, collaboration, and file sharing systems. Now an Anaqua company, and a Thomson Reuters partner, SeeUnity has an even greater ability to accommodate expanding IT ecosystem connectivity needs. New connectors under development include: Legal Tracker, 3E, and HR systems.

In 2015, HighQ and SeeUnity began working together to provide customers with innovative solutions to automate and streamline their workflow processes. Using SeeUnity’s Echo Content Synchronization product, users are able to securely synchronize their documents, folders, workspaces, and metadata between their DMS, vital business applications, and HighQ Collaborate. HighQ and SeeUnity became strategic integrated business partners in May of 2016.

For a complete list of connectors or additional information, please visit, Twitter @SeeUnity or LinkedIn.

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