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SYNC NetDocuments / iManage content with Microsoft 365 & Network Shares.

ILTA Evolve 2026

Integrate DMS content into M365 for Copilot Insights!

Come & Discover

Built for modern legal operations, netDocShare Sync/imDocShare Sync delivers true bi-directional, metadata-aware, and permissions-preserving (incl. Ethical Walls) synchronization across DMS (NetDocuments/iManage), SharePoint, Teams, OneDrive, and even Network Shares.

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Join Our Informative Session!

Thursday, April 30, 2026 – 04:30 PM 60 Minutes Colorado Ballroom D

From Prompting to Context Engineering: The New KM Superpower


Ragav Jagannathan
President & Group CEO, SharePoint SME
KL Software Technologies Inc.
Kyle Poe
Legal Solutions Director
Legora
Jeffrey Roach
Managing Director
Harbor Global, LLC

GenAI is only as good as the context you give it. In legal organizations, that context is exactly where KM shines. This session reframes KM professionals not as "prompt writers" but as architects of the information environments that make AI useful, safe, and trusted. We will explore how to move from one-off prompting tricks to systematic context engineering: shaping data, metadata, matter profiles, playbooks, precedents, and policies so that agents consistently produce grounded, auditable, and repeatable outcomes.

Using real-world scenarios from research, drafting, and matter management, we will examine how to design AI-ready knowledge assets, structure retrieval around legal work types, and bake risk posture directly into AI workflows. The focus is practical and role-specific: how KM can own the fabric that GenAI runs on, partner with IT and practice leaders, and turn "KM as a library" into "KM as an AI performance engine."


Highlights

Enterprise-grade synchronization features built for legal teams

Bi-directional or One-Way Sync

Full metadata and permission retention ensures your documents stay consistent across all platforms with complete fidelity.

Native Teams Channel Support

Seamlessly integrate with standard, private, and shared Teams channels for complete collaboration coverage.

Auto-Move with Links Preserved

Automatically migrate content from Teams/OneDrive to NetDocuments while maintaining all original links intact.

Linked Document Mode

Maintain a single source of truth in NetDocuments with intelligent linking that eliminates version confusion.

Move/Copy with DocID Retention

Preserve document identifiers and complete audit trails during all move and copy operations for compliance.

Access Firm Document across Microsoft Tools!

Synchronized documents flow naturally across the Microsoft 365 ecosystem, meeting attorneys wherever they work.

SharePoint

Surface documents in knowledge portals for firm-wide access.

Teams

Collaborate in real time through Teams collaboration channels.

OneDrive

Share and store documents securely; work offline anywhere.

Unlock Copilot Insights from Your DMS

Learn how synchronization bridges NetDocuments / iManage with Microsoft 365, enabling Copilot to generate powerful insights directly from your matter content.

Work Anywhere

Administrators can easily manage synchronization across devices and workspaces

Secure Access on Any Device

  • Access synchronized workspaces via OneDrive on any device
  • Work on documents offline when traveling or in low-connectivity areas
  • Files automatically re-sync once a connection is restored

Synchronize Entire Matter Workspaces

  • Sync complete matter workspaces beyond folder-level sync
  • Preserve folder structures and organization throughout
  • Manage large numbers of workspaces efficiently

Simplified Sync Management

  • Unified dashboard view for all synchronization jobs
  • Friendly job names (such as Client + Matter ID)
  • Filtering and tracking for multiple workspace syncs

See It Live at ILTA Evolve 2026

Come find us at the conference and get a live walkthrough of DMS synchronization with Microsoft 365.

April 30 – May 2, 2026 Gaylord Rockies Resort, Denver, CO
Request a Consultation