Use Cases
Real Problems.
Proven Solutions.
From offboarding to eDiscovery, every use case connects directly to the workflows and modules that solve it.
Offboarding
When an attorney or staff member departs, their documents, workspaces, and access must be handled quickly and defensibly. ReVia automates the entire offboarding lifecycle -- from document transfer to access revocation.
Key Capabilities
- Automated document collection from departing user workspaces
- Bulk permission revocation across all systems
- Secure file packaging with chain-of-custody logging
- Metadata preservation and audit trail generation
- Integration with HR systems for trigger-based automation
- Compliance-ready reporting for every offboarding event
Related Workflows
CSV Import (Matter Onboarding)
Bulk-load matters and metadata from CSV files for rapid onboarding.
Client File Transfer
Securely transfer client files between systems with full audit trail.
Users Content
Migrate content from OneDrive into NetDocuments with metadata mapping.
Mass Permission Control
Policy-driven ACL updates across workspaces and documents.
Firm Transfers
Securely package and transfer entire matters to receiving firms with full chain of custody, audit trails, and compliance documentation. Every step is logged, every file is tracked.
Key Capabilities
- End-to-end matter packaging with integrity verification
- Secure transfer with encryption and access controls
- Receiving firm notification and confirmation workflows
- Complete audit trail with timestamps and user attribution
- Bulk transfer support for multi-matter departures
- Automated compliance documentation generation
Related Workflows
Client File Transfer
Securely transfer client files between systems with full audit trail.
Secure External File Intake
Receive files through a controlled, encrypted intake process.
SharePoint / NetDocuments Relocation
Relocate documents between SharePoint and NetDocuments.
Email to NetDocuments
Sync and file emails from Exchange directly into NetDocuments.
Access Control
Enforce consistent permissions across your entire document management system. Replace manual, spreadsheet-driven access reviews with policy-driven automation that scales.
Key Capabilities
- Policy-driven permission templates by practice group or role
- Bulk ACL updates across workspaces, cabinets, and folders
- Ethical wall enforcement with automated conflict checks
- Real-time permission drift detection and remediation
- Role-based access control aligned to organizational structure
- Before/after audit logging for every permission change
Related Workflows
Mass Permission Control
Policy-driven ACL updates across workspaces and documents.
Role-Based Access Control
Access aligned to roles, not spreadsheets.
Workspace Creation
Create, manage, and update workspaces across your DMS.
Metadata Updates
Standardize metadata to improve search, security, and automation.
Retention
Automate retention schedule enforcement, disposition workflows, and policy-driven cleanup across your DMS. Every deletion is defensible, every exception is documented.
Key Capabilities
- Automated retention policy application based on matter type
- Disposition workflow with multi-step approval gates
- Legal hold integration to prevent premature destruction
- Bulk metadata cleanup for accurate retention classification
- Defensible deletion with full compliance documentation
- Dashboard reporting on retention policy adherence
Related Workflows
Hard Delete Policy
Automate deletion based on retention policies with compliance tracking.
Metadata Updates
Standardize metadata to improve search, security, and automation.
Check-In Documents in Bulk
Automated check-in and metadata enrichment at scale.
External File Intake (HR / Legal Hold)
Ingest files for HR or legal hold through a secure pipeline.
Investigations
Collect, stage, and transfer content for legal hold, early case assessment, and eDiscovery review. Connect your DMS, archives, and review platforms in a single automated pipeline.
Key Capabilities
- Cross-platform collection from DMS, email, and archives
- Automated staging and deduplication before review
- Direct integration with RelativityOne for seamless handoff
- Legal hold enforcement with custodian notification
- Chain-of-custody documentation for every collection
- Support for Confluence, ProofPoint, Enterprise Vault, and more
Related Workflows
Investigations & eDiscovery
Prepare data for legal hold, collection, and early case assessment.
NetDocuments to RelativityOne
Collect and stage NetDocuments content for eDiscovery review.
Confluence to RelativityOne
Export Confluence content into RelativityOne for review.
Enterprise Vault to RelativityOne
Extract Enterprise Vault archives into RelativityOne.
Built for Real Teams