Third-party integrations allow users to securely connect their Data Room to approved external applications that support document review, analysis, or workflow automation. When connected, these applications can act on behalf of the user, following the same access and permission rules defined within the Data Room.
Trusted third party integrations:
Jurimesh: AI-Powered Legal Due Diligence
Emma Legal - AI for Legal Due Diligence in M&A
How third-party integrations work
When a user connects an approved third-party application:
The integration operates using the user’s own permissions within the Data Room.
Only documents that have download permissions can be accessed by the connected application.
All activity performed by an integration is attributed to the user, and actions are logged for transparency and auditing.
Benefits of integrations
Connecting a third-party integration can offer several benefits:
Enhanced document analysis: Tools can perform automated document review, summarization, or clause extraction to speed up due diligence or legal processes.
Streamlined workflows: Integrations can reduce the need to manually process documents outside the Data Room environment.
Secure interoperability: Approved integrations are reviewed to ensure they meet security and compliance standards consistent with Data Room operations.
Managing integrations as an Admin
You can manage integrations in Settings → Security → Third-Party Integrations, where you can:
Connect or disconnect integrations
In the Data Room, the Admin can also review permissions and activity logs through Reports.
Managing integrations as a Guest
You can see the linked integrations under your User details. Navigate to your avatar to view and manage any Data Rooms that are connected to third-party applications.