Home | Connectors | OpenText eDOCS | OpenText eDOCS - Loci Integration and Automation
Data flow: OpenText eDOCS ? Loci
OpenText eDOCS can send matter metadata, document types, and user access patterns to Loci so the AI engine can recommend the most relevant precedents, templates, and related documents for a specific matter. This helps lawyers and paralegals quickly find useful content without manually searching across large document repositories.
Business value: Faster document discovery, reduced time spent searching, and improved consistency in legal work product.
Data flow: Bi-directional
eDOCS provides secure document and matter context to Loci, while Loci returns ranked recommendations based on user behavior, role, and recent activity. These recommendations can be surfaced in a legal portal or workspace as a personalized dashboard showing recently used documents, related matters, and frequently accessed precedents.
Business value: Better user adoption, more efficient daily workflows, and improved access to high-value content.
Data flow: OpenText eDOCS ? Loci
When a legal team opens a new matter in eDOCS, the system can pass matter attributes such as practice area, client, jurisdiction, and document categories to Loci. Loci can then recommend similar closed matters, prior filings, and reusable templates that match the current case profile.
Business value: Reuse of proven legal content, reduced duplication of effort, and stronger knowledge leverage across the firm or legal department.
Data flow: Loci ? OpenText eDOCS
Loci can analyze which documents are most viewed, which recommendations are clicked, and which content drives engagement. Those insights can be sent back to eDOCS or a connected analytics layer to help legal operations teams identify high-value documents, outdated content, and gaps in the repository.
Business value: Better content governance, improved repository quality, and data-driven knowledge management decisions.
Data flow: OpenText eDOCS ? Loci
For corporate legal departments, eDOCS can provide policy documents, compliance guidance, and approved legal language to Loci. Loci can then recommend the most relevant policy or compliance content based on the user?s role, department, or current matter context, helping employees and legal staff access approved information faster.
Business value: Reduced compliance risk, fewer policy lookup delays, and more consistent use of approved content.
Data flow: Bi-directional
Users search in eDOCS, and Loci enhances the results by adding AI-based recommendations such as related documents, similar clauses, and historically useful precedents. In return, user interactions with those recommendations can be fed back to improve future ranking and relevance.
Business value: More accurate search outcomes, less time spent refining searches, and improved retrieval of critical legal documents.
Data flow: OpenText eDOCS ? Loci
eDOCS can provide content from multiple practice groups, offices, or legal teams to Loci, which then identifies patterns and recommends content from other groups that may be relevant to a current matter. This is especially useful for firms with distributed teams that need visibility into reusable work product across practice areas.
Business value: Better reuse of institutional knowledge, stronger collaboration, and reduced reinvention of legal content.
Data flow: OpenText eDOCS ? Loci
For strategic or high-priority matters, eDOCS can flag key documents, deadlines, or workstreams and send that context to Loci. Loci can then prioritize recommendations around those matters, ensuring that attorneys and support staff see the most relevant drafts, exhibits, and reference materials first.
Business value: Improved focus on critical work, better matter execution, and more responsive support for high-stakes legal activity.
CyanGate, LLC
+1 (833) DAM-XPRT (326-9778) 
contactus@oneteg.com
