Wrike - OpenText eDOCS Integration and Automation

Common Integration Use Cases Between Wrike and OpenText eDOCS

1. Matter-Based Project Intake and Work Initiation

Direction: OpenText eDOCS to Wrike

When a new legal matter, contract review, or regulatory project is created in OpenText eDOCS, the integration can automatically generate a corresponding Wrike project with the correct template, task structure, owners, and due dates. This gives legal operations and support teams a consistent way to launch work without manually recreating matter details in Wrike.

• Automatically create a Wrike project from a new matter record in eDOCS
• Map matter type to a Wrike template such as litigation, contract review, or compliance review
• Assign tasks to legal, paralegal, and administrative teams based on matter category
• Improve intake consistency and reduce setup time for recurring legal work

2. Document Routing for Review and Approval

Direction: Bi-directional

Legal documents stored in OpenText eDOCS can be linked to Wrike tasks for review, redlining, and approval. Wrike can manage the workflow and deadlines, while eDOCS remains the system of record for the final document version. This is especially useful for contract approvals, policy reviews, and client deliverables that require controlled signoff.

• Attach eDOCS documents to Wrike tasks for review cycles
• Track approval status in Wrike while preserving version control in eDOCS
• Push approved documents back to eDOCS with final status and metadata
• Reduce email-based review loops and improve auditability

3. Centralized Visibility into Matter Milestones and Deliverables

Direction: OpenText eDOCS to Wrike

Key document events in eDOCS, such as final draft completion, signature readiness, or filing milestones, can update Wrike task statuses and project timelines. Legal teams gain a shared operational view of matter progress without leaving their document repository, while project managers in Wrike can monitor deliverables tied to the matter lifecycle.

• Update Wrike task status when a document reaches a defined eDOCS stage
• Trigger milestone alerts for filing, execution, or client delivery deadlines
• Provide project managers with visibility into document readiness
• Support better coordination across legal, operations, and client service teams

4. Controlled Document Requests from Project Teams

Direction: Wrike to OpenText eDOCS

Wrike request forms can be used by business teams to request legal documents, templates, or matter files from the legal department. Once submitted, the request can create or update a record in eDOCS, ensuring the document is stored in the proper matter-centric structure with the right security and retention controls.

• Use Wrike forms for legal document requests from internal teams
• Automatically create document tasks or folders in eDOCS
• Route requests to the correct legal owner based on matter or document type
• Maintain governance and access control in the document repository

5. Version-Controlled Collaboration on Client and Matter Deliverables

Direction: Bi-directional

For complex deliverables such as legal briefs, contract packages, or compliance submissions, Wrike can manage the work plan and review tasks while eDOCS manages document versions and authoritative storage. Team members collaborate in Wrike on deadlines, comments, and approvals, then store the final approved version in eDOCS for long-term management.

• Use Wrike for task coordination and review assignments
• Store and retrieve controlled document versions in eDOCS
• Prevent duplicate file copies across email and shared drives
• Improve traceability from draft to final approved document

6. Audit Trail and Compliance Reporting

Direction: Bi-directional

Wrike task activity can be combined with eDOCS document history to create a more complete audit trail for regulated legal and professional services work. This helps teams demonstrate who requested work, who reviewed it, when approvals occurred, and which document version was finalized.

• Link task history in Wrike with document version history in eDOCS
• Support compliance reviews and internal audits with end-to-end traceability
• Track approval timestamps, comments, and final document status
• Reduce risk in regulated workflows that require documented evidence

7. Resource and Deadline Coordination for Legal Operations

Direction: OpenText eDOCS to Wrike

When matter deadlines, filing dates, or document review commitments are recorded in eDOCS, the integration can feed those dates into Wrike for workload planning and resource management. Legal operations leaders can then balance assignments across attorneys, paralegals, and support staff based on actual matter commitments.

• Sync key due dates from eDOCS into Wrike schedules
• Use Wrike workload views to manage legal team capacity
• Flag overdue or at-risk document tasks tied to matters
• Improve staffing decisions for high-volume legal operations

8. Client Deliverable Packaging and Final Handover

Direction: Wrike to OpenText eDOCS

After a project or matter deliverable is completed in Wrike, the final approved package can be automatically archived in OpenText eDOCS with the correct matter metadata, security settings, and retention rules. This ensures that the legal record is preserved in the document management system while Wrike remains focused on execution.

• Archive final deliverables from Wrike into the correct eDOCS matter
• Apply document classification, security, and retention policies automatically
• Close out project tasks in Wrike once the final package is stored
• Support clean handoff from active work management to governed document storage