Purpose
1.2. Maintains integrity, confidentiality, and accessibility for audits, litigation, and ongoing client representation.
1.3. Protects critical assets against data loss, ransomware, or accidental deletion.
1.4. Simplifies compliance with jurisdictional data retention mandates and reduces manual archiving workload.
Trigger Conditions
2.2. On document creation, modification, or case closure event.
2.3. Receipt or send of case-related email.
2.4. User-defined triggers from workflow management platforms or document management systems.
Platform Variants
• API: `/createLink`, `/copy`, `/put` for backup of selected folders.
• Feature/Setting: Scheduled folder sync with admin encrypted archive.
3.2. Google Drive
• API: `drive.files.copy`, `drive.files.export`.
• Feature/Setting: Automated snapshot of specified directories with version history.
3.3. Dropbox
• API: `/files/upload`, `/files/copy`.
• Feature/Setting: Real-time sync when files in compliance folders are updated.
3.4. Box
• API: `POST /files/upload`, `/events` for monitoring changes.
• Feature/Setting: Policy-based archival for legal folders.
3.5. AWS S3
• API: `PUT Object`, `Lifecycle Management rule`.
• Feature/Setting: Scheduled backup via bucket versioning and governance.
3.6. Azure Blob Storage
• API: `Put Blob`, `Set Blob Tier` for archiving.
• Feature/Setting: Automation using lifecycle policies for legal data.
3.7. Google Cloud Storage
• API: `Objects: insert`, `Objects: rewrite`.
• Feature/Setting: Multi-region storage for redundancy.
3.8. Egnyte
• API: `/pubapi/v1/fileops/upload`, `/events`.
• Feature/Setting: Automated compliance reports to archive.
3.9. iManage
• API: `/v2/documents/post`, `/v2/events/get`.
• Feature/Setting: Matter folder pursuit backup on case status change.
3.10. NetDocuments
• API: `/workspaces/archive`, `/events/subscribe`.
• Feature/Setting: Workspace based archival.
3.11. SharePoint
• API: `/files/Add`, `/listitems/add`.
• Feature/Setting: Triggered backup on document workflow transitions.
3.12. Citrix ShareFile
• API: `Folders/Upload`, `Folders/GetChanges`.
• Feature/Setting: Scheduled upload of legal compliance folders.
3.13. Arcserve UDP
• Feature: Agentless scheduled snapshot backup for compliance.
• Setting: Legal server directory selection.
3.14. Veeam Backup
• Feature: VM and file-level backup jobs.
• Setting: Custom jobs for law practice file shares.
3.15. Rubrik
• API: `/files/snapshot`, `/events`.
• Feature: On-demand archival at case closure.
3.16. Acronis Cyber Protect
• Feature: File/folder backup scheduled via console.
• Setting: Encrypted retention vault for compliance files.
3.17. Backblaze B2
• API: `b2_upload_file`, `b2_list_file_versions`.
• Feature: Client-side encryption and scheduled archival.
3.18. Wasabi Hot Cloud Storage
• API: S3 compatible `PUT`, `GET Bucket Lifecycle`.
• Feature: Scheduled export from DMS to Wasabi buckets.
3.19. Tresorit
• API: `/folder/upload`, `/folder/list`
• Feature: Automated legal file sync to end-to-end encrypted folders.
3.20. FileCloud
• API: `/core/uploadfile`, `/core/getactivity`.
• Feature: Automated archiving with user access audit.
Benefits
4.2. Reduces risk of accidental data loss and facilitates quick disaster recovery.
4.3. Optimizes administrative workload by automating manual storage tasks.
4.4. Ensures audit trails and provenance for all critical files and emails.
4.5. Cost-effective scaling thanks to cloud-native or hybrid automation options.