InterAction Connector for SharePoint 


LexisNexis InterAction is a CRM system designed specifically for the legal market to manage customer relationships.

It combines firm-wide client data – such as profiles, work undertaken, notes and activities – and transforms it into relationship intelligence. It also understands the complex connections between people, companies, relationships, experience, and expertise. Business development teams in legal firms use InterAction to market more effectively, cross-sell more successfully, and maximize referrals.

Many law firms take advantage of SharePoint as their knowledge management and enterprise search platform. Integrating InterAction with SharePoint makes it easier for lawyers and other firm employees throughout the organization to find important information stored in InterAction 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, Autonomy Worksite/iManage, Elite / 3E, LegalKEY, NetDocuments, PLC/Practical Law, ProLaw, RealPractice, and West km.

LexisNexis InterAction Connectors for SharePoint

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

Our InterAction for SharePoint Connector is standard, off the shelf software that addresses the following requirements:

  • 1
    Works with unstructured and structured data.
  • 2
    Works with large documents and attachments.
  • 3
    Indexes every desired item with a very high throughput. Many InterAction systems have tens of millions of documents, with some even over 100 million. High throughput is critical to the success of the implementation.
  • 4
    Minimizes the impact on the source system, ensuring no impact to its performance.
  • 5
    Only surfaces the content that users are permitted to see.
  • 6
    The source system retains the master information and the search index has only a representation (pointers). Users click on a search result and are taken to their original item or document.

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 InterAction. BA Insight does the hard work of keeping the connector up to date for both InterAction and SharePoint. In addition, the InterAction 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 Your Firm’s Productivity

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