LegalKey Connector for SharePoint

OpenText Records Management LegalKEY Edition, often referred to as LegalKEY, provides a legal-centric approach to managing all electronic and physical records related to a client or matter.

OpenText LegalKEY has several capabilities that make it highly popular among law firms, such as:

  • Legal-Centric and Highly Intuitive Attorney Desktop Interface
  • Flexible and Powerful Records Policy Support
  • Single system to manage both electronic and physical records

LegalKEY gives law firms a single interface for the comprehensive management of all electronic and physical information related to a client or matter, regardless of the source of origin or media type including email, images, electronic documents, voice mail, and facsimiles.

Many law firms take advantage of SharePoint as their knowledge management and enterprise search platform. Integrating OpenText LegalKEY with SharePoint makes it easier for lawyers and other firm employees throughout the organization to find important information stored in LegalKEY without the need to directly log in and perform a separate search.

BA Insight offers a comprehensive portfolio of software focused on the legal market including, but not limited to, connectors for Aderant, iManage Work, Elite / 3E, LexisNexis Interaction, NetDocuments, PLC/Practical Law, ProLaw, and Thomson Reuters WestKM.

BA Insight’s OpenText LegalKEY for SharePoint Connector securely indexes both the full text and metadata of client and matter records in LegalKEY into SharePoint’s search engine, enabling a single searchable result set across content from multiple repositories. This allows organizations to tap into the wealth of information accessible within LegalKEY, SharePoint and other repositories, making that data instantly actionable to users through search. 

The LegalKEY connector honors the security of the source application and provides both full and incremental crawls so the users have the latest information available to them all the time.

LegalKey Connectors for SharePoint

The BA Insight LegalKEY Connector provides full security and operates at high throughput to minimize crawl times while maintaining a low performance impact on LegalKEY. It only requires read access, and there is no need to install client software on any OpenText server. This results in seamless and simultaneous access to all content stored in OpenText LegalKEY.


Our OpenText LegalKEY connector for SharePoint:

  • 1
    Minimizes the impact on the source application, ensuring no impact to its performance.
  • 2
    Provides high indexing throughput to minimize the impact on Confluence.
  • 3
    Provides both full and incremental crawls so users have the latest information.
  • 4
    Indexes every desired item with a very high throughput minimizing the impact on LegalKEY’s performance.
  • 5
    Provides a single consolidated search index referencing LegalKEY content, along with content from SharePoint and other repositories, resulting in a single unified result set.
  • 6
    After LegalKEY is crawled, the search index uses a representation pointing to the original content. This enables the users to click on a search result and be taken to the original item or document.
  • 7
    Works with all types of data.


Future-proof your investment for new SharePoint versions and O365

With each successive version of SharePoint, Microsoft extends its core capabilities, and the same is true of new releases of LegalKEY.  BA Insight does the hard work of keeping the connector up to date for both LegalKEY and SharePoint.  In addition, the LegalKEY Connector also supports O365 through Cloud SSA and current versions of SharePoint on-premise including 2010, 2013, and 2016.

The upgrades are easy to do and can be done by your IT organization. It is a matter of accessing the BA Insight customer portal, downloading the latest release and installing and configuring it.  Or, if desired, our professional services team can handle the upgrades.

Drive Organizational Productivity

By connecting LegalKEY applications to SharePoint, you increase adoption of your intranet, improving organizational efficiency and productivity.