Short answer
The SharePoint connector lets you sign in to SharePoint, browse it from inside Attorly and import the documents you select into a case, your library or a due diligence project. Each import becomes an ordinary Attorly document: encrypted at rest and analysed like an upload. It reads only; nothing is written back to SharePoint. Connectors are part of the Pro and Enterprise plans.
What it does
- Sign in to SharePoint with OAuth from Settings › Integrations, or straight from the «Import from cloud» button in a case.
- Pick a document library from the SharePoint sites you can open, then browse its folders.
- Select up to 500 files per import. They are copied into the case as a batch import, then categorised and analysed.
- Imported documents behave like uploads: they are analysed, searchable, and can join a Tabular Review and due diligence reports.
Set it up
Check your plan
Connectors are part of Pro and Enterprise. SharePoint is available on attorly.ai today.
Connect SharePoint
Open Settings › Integrations › Cloud connectors (or «Import from cloud» in a case) and complete the sign-in in the pop-up window with an account that can see the documents.
Pick and import
Browse to the documents, select them and start the import. Each file shows up as a document as soon as it is in.
Limits
- Pro and Enterprise plans.
- Read-only: no write-back of documents, versions, comments or metadata.
- Each file must be 10 MB or smaller and of a supported type (PDF, Word, text, spreadsheets, slides or images).
- Imports are one-off copies, not a live sync. Re-import a document to pick up a newer version.
- Listing sites needs the Sites.Read.All permission; your Microsoft 365 admin may have to approve it once for the tenant.
Security
- Attorly stores the SharePoint access token encrypted and uses it only to list and download the files you choose.
- Imported documents are encrypted at rest and in transit, like any upload.
- To revoke access, remove the Attorly app in SharePoint’s own settings, or ask support to delete the stored connection. Deleting your Attorly account deletes it too.
Frequently asked questions
- Can I import from a Teams channel’s files?
- Yes. A Teams channel’s files live in a SharePoint document library, which appears in the list of libraries.
- Is SharePoint available on Pro?
- Yes. Cloud connectors are part of Pro and Enterprise. Importing into a due diligence project additionally needs Enterprise, which includes due diligence.