OpenText eDOCS - Aviary Platform Integration and Automation

Common Integration Use Cases Between OpenText eDOCS and Aviary Platform

1. Legal Matter Media Repository for Case Evidence and Exhibits

Data flow: Aviary Platform ? OpenText eDOCS

Legal teams often receive video and audio evidence, recorded interviews, surveillance clips, and hearing recordings that need to be stored alongside matter files. Aviary Platform can be used to ingest, catalog, and process rich media assets, while OpenText eDOCS serves as the authoritative matter-centric repository for legal access and retention. Final approved media files, transcripts, and supporting metadata can be pushed into the relevant matter folder in eDOCS so attorneys and paralegals can retrieve them with the rest of the case record.

Business value: Improves evidence organization, reduces time spent searching across systems, and ensures media assets are governed under the same matter structure as documents.

2. Approved Client and Courtroom Media Publishing

Data flow: OpenText eDOCS ? Aviary Platform

Legal and professional services teams may need to publish approved audio or video content for client briefings, expert witness preparation, training, or courtroom presentation packages. Source files, approval documents, and release notes can be managed in OpenText eDOCS, then transferred to Aviary Platform for media optimization, versioning, and controlled distribution. Aviary can then provide secure access links or embedded playback for internal stakeholders or external recipients.

Business value: Streamlines approval-to-publish workflows, reduces duplicate handling of sensitive media, and supports controlled external sharing.

3. Transcript and Metadata Synchronization for Searchable Case Files

Data flow: Bi-directional

Aviary Platform can generate or store rich media metadata such as speaker tags, timestamps, transcript references, and content descriptions. That metadata can be synchronized back to OpenText eDOCS and attached to the related matter record, making media assets searchable alongside legal documents. Conversely, matter identifiers, client names, case numbers, and confidentiality labels from eDOCS can be passed to Aviary to improve media classification and retrieval.

Business value: Enhances discoverability, supports faster review of recorded content, and aligns media metadata with legal filing and matter governance standards.

4. Secure Retention and Legal Hold for Media Assets

Data flow: OpenText eDOCS ? Aviary Platform

When a matter is placed on legal hold or subject to retention requirements, OpenText eDOCS can send hold status, retention rules, and matter closure information to Aviary Platform. Aviary can then prevent deletion, flag restricted assets, and preserve associated media versions until the hold is released. This is especially useful for deposition recordings, internal investigations, and compliance-related audio or video files.

Business value: Reduces legal risk, enforces retention policies consistently, and ensures media evidence is preserved in line with matter governance.

5. Matter-Based Media Intake from Investigations and Discovery

Data flow: Aviary Platform ? OpenText eDOCS

During investigations, litigation discovery, or regulatory response work, media teams may collect large volumes of recordings from multiple sources. Aviary Platform can ingest and normalize these assets, apply metadata, and route them to the correct legal matter in OpenText eDOCS. Supporting files such as chain-of-custody notes, intake forms, and review comments can be stored with the media package in eDOCS for auditability.

Business value: Speeds evidence intake, improves chain-of-custody tracking, and reduces manual filing effort for legal operations teams.

6. Collaborative Review of Audio and Video for Legal and Communications Teams

Data flow: Bi-directional

Corporate legal, communications, and compliance teams may need to review recorded statements, executive interviews, or training videos before release. OpenText eDOCS can store the governing documents, review comments, and approval records, while Aviary Platform provides the media review environment with playback, annotations, and version control. Status updates from Aviary can be written back to eDOCS so the matter file reflects the latest review stage and approved version.

Business value: Improves cross-functional review cycles, creates a single audit trail, and reduces version confusion across teams.

7. Centralized Archive for Closed Matters and Final Media Deliverables

Data flow: Aviary Platform ? OpenText eDOCS

At matter close, final media deliverables such as deposition clips, settlement presentation videos, or training recordings can be archived in OpenText eDOCS with the rest of the matter record. Aviary Platform can provide the final approved rendition, usage notes, and technical metadata, while eDOCS retains the long-term legal archive and access controls. This creates a complete record for future reference, audits, or re-use.

Business value: Supports defensible records management, simplifies matter closure, and preserves final media assets in a governed repository.

8. Controlled Access for External Counsel and Expert Witnesses

Data flow: OpenText eDOCS ? Aviary Platform

External counsel, expert witnesses, and consultants often need access to selected media without exposure to the full matter file. OpenText eDOCS can define the approved set of documents and media for sharing, then Aviary Platform can deliver secure, time-bound access to the relevant audio or video assets. Access logs and usage activity can be captured for compliance and later referenced in the matter record.

Business value: Enables secure external collaboration, limits unnecessary exposure of sensitive content, and improves accountability for shared media.