Workflows
Playbooks Built.
Ready to Deploy.
Proven workflows for matter mobility, governance, discovery, and monitoring — designed to bring consistency and control to teams like yours.
How It Works
Every workflow follows the same reliable pattern
Triggered by an event or schedule, validated against your policies, executed with precision, and logged for full auditability.
By Role
Workflows designed for how your team works
Whether you are in IT, governance, records, or knowledge management — ReVia has workflows purpose-built for your responsibilities.
IT & Security
Systems · Access · Automation
Automate user provisioning, access reviews, and secure file transfers. ReVia gives IT and Security teams the operational controls to enforce policy without manual intervention.
Information Governance
Defensibility · Investigations · Oversight
Maintain defensible processes for data handling, investigations, and oversight. Every action is logged, every policy is enforced, every audit is ready.
Knowledge Management
Organization · Search · Experience
Keep your DMS organized, searchable, and usable at scale. Standardize metadata, automate filing, and ensure your teams can find what they need.
Records Management
Retention · Disposition · Compliance
Apply retention policies, manage disposition workflows, and maintain compliance with automated records lifecycle management.
By Use Case
Start from the problem you are solving
Offboarding, firm transfers, access control, retention, and investigations — each maps to tested, configurable workflows.
Workflow Library
Every workflow, one place
Filter by module to find the exact workflow your team needs. Each is pre-built, configurable, and audit-ready.
CSV Import (Matter Onboarding)
Bulk-load matters and metadata from CSV files for rapid onboarding into your DMS.
NetDocumentsClient File Transfer
Securely transfer client files between systems or to external parties with full audit trail.
NetDocuments
iManageSecure External File Intake
Receive files from outside the firm through a controlled, encrypted intake process.
NetDocumentsiManageUsers Content
AutomateMigrate content from OneDrive into NetDocuments with metadata mapping and validation.
NetDocumentsSharePoint / NetDocuments Relocation
Relocate documents between SharePoint and NetDocuments with integrity verification.
NetDocumentsEmail to NetDocuments
Sync and file emails from Exchange or archives directly into NetDocuments via ND Mail.
NetDocumentsExternal File Intake (HR / Legal Hold)
Ingest files for HR investigations or legal hold scenarios through a secure, audited pipeline.
After-Hours Monitoring
Detect and alert on unusual file access or transfer activity outside business hours.
NetDocumentsWorkspace Creation
Create, manage, and update workspaces for NetDocuments.
NetDocumentsMass Permission Control
Consistent, policy-driven ACL updates across workspaces, cabinets, folders, and documents.
NetDocumentsRole-Based Access Control
Access aligned to roles, not spreadsheets.
NetDocumentsMetadata Updates
Standardize metadata to improve search, security, and automation.
NetDocumentsCheck-In Documents in Bulk
Streamline document ingestion with automated check-in and metadata enrichment.
NetDocumentsHard Delete Policy
Automate document deletion based on retention policies with full compliance tracking.
NetDocumentsAbundant Downloads Alerts
Monitor and flag excessive download activity for records defensibility and insider threat detection.
NetDocumentsInvestigations & eDiscovery
Prepare data for legal hold, collection, and early case assessment workflows.
Confluence to RelativityOne
Export and transfer Confluence content into RelativityOne for review and investigation.
NetDocuments to RelativityOne
Collect and stage NetDocuments content for eDiscovery review in RelativityOne.
NetDocumentsRelativityOneProofPoint to RelativityOne
Migrate ProofPoint email archives into RelativityOne for legal review and compliance.
Enterprise Vault to RelativityOne
Extract Enterprise Vault archives and load into RelativityOne with full metadata preservation.
Mass ACL Changes
Alert when many documents' ACLs are changed at once.
NetDocumentsMass Item Deletions
Alert when many documents, cabinets, etc. are deleted in quick succession.
NetDocumentsAfter Hours Access
Alert when documents are accessed outside business hours.
NetDocumentsAbundant File Downloads
Alert when large amounts of data are downloaded by a single user.
NetDocumentsExternal Email Sharing
Alert when documents are shared via external email.
NetDocumentsAdmin Privilege Escalation
Alert when user privileges are elevated to admin level.
NetDocuments