Integration Capabilities are Critical to Enable End-to-End Workflow Automation
We can’t overstate the importance of an Automation platform’s integration capabilities.
Indeed, Automation starts with integration! Most legal workflow streams typically require access to multiple data sources – i.e. ELM, CLM, DMS, ERP etc.
Just recently, MyLegal teamed up with The MCS Group, Inc on a project for a global HVAC manufacturer to develop a customized integration with Relativity and ServiceNow allowing legal holds to be initiated, managed and updated directly within the MyLegal software. All while syncing smoothly with Relativity’s Legal Hold Module. This use case is a great example of what’s possible leveraging MyLegal’s best-in-class integration capabilities.
It is important to note, MyLegal’s differentiator, as it pertains to integration, is its connector-based approach. The platform includes nearly 80 native connectors to the most commonly used technology platforms. These include sales, project management, accounting, RPA, social, collaboration, content storage, and document signature systems – e.g., Salesforce, SharePoint, SAP, Oracle, Microsoft Teams, JIRA, DocuSign, Adobe Sign and more. Achieve rapid success through drag and drop, making it easy for non-developers to simply assemble what needs to be automated.
Why is Integration so Important?
Integration plays a critical role in helping to create a simplified user experience for both the legal staff and its stakeholders – no more jumping in and out of applications to accomplish a particular set of tasks/activities. Integration also plays a key role in making data accessible and auditable enabling end-to-end workflow automation as well as detailed analytics/KPIs.
Read the Use Case below:
Integrating legal technology platforms isn’t just about convenience—it’s about creating transparency, consistency, and control across the legal hold process.
To help a global manufacturing leader eliminate workflow challenges and reduce compliance risk, MCS Group’s Technology Solutions team worked closely with MyLegal to build a customized integration with Relativity. This solution allows legal holds to be initiated, managed, and updated directly within MyLegal, while syncing smoothly with Relativity’s Legal Hold module.
The result:
• A unified legal hold workflow
• Bidirectional updates across platforms
• Improved visibility into custodian compliance
• Flexible, customizable architecture for future needs
This collaboration not only simplified processes—it also demonstrated the power of combining platform expertise to solve difficult challenges across global operations.
Dealing with fragmented systems and compliance headaches?… Learn how MyLegal can help solve the problem!
