Bulk Sync Provisioning with the imDocShare Provisioning API

Bulk, Automated Sync Job Provisioning via the imDocShare Provisioning App

Configuring sync workspace by workspace doesn't scale once a firm is managing hundreds or thousands of matters. The imDocShare Provisioning App lets IT teams create and manage sync jobs programmatically, in bulk, instead of one at a time through a UI.

Quick answer

The imDocShare Provisioning App lets IT teams create, update, and retire sync jobs programmatically and in bulk, rather than configuring each workspace manually through a UI. It can be integrated into existing matter-opening or client-onboarding workflows, with permission and Ethical Wall mappings applied consistently across every job.

The Challenge

Manually provisioning a sync job for every new matter workspace is fine at small scale and unworkable at large scale. Firms onboarding new clients constantly, or legal IT providers managing sync across hundreds of represented firms, need a way to create, update, and retire sync jobs in bulk, ideally as part of their existing matter-opening or client-onboarding workflow rather than as a separate manual step.

How the imDocShare Provisioning App Solves It

Programmatic job creation
Sync jobs can be created via API calls instead of manual UI configuration, enabling integration with existing matter-opening workflows.
Bulk operations
Hundreds or thousands of sync jobs can be provisioned, updated, or retired in a batch rather than one at a time.
Consistent rule application
Permission and Ethical Wall mappings can be applied consistently across every provisioned job, reducing the risk of manual configuration error.
Integration-friendly
Because provisioning happens via API, it can be triggered automatically from a firm's practice management or matter-intake system.

Frequently Asked Questions

Can the Provisioning App be triggered from our matter-intake system?

Yes, since it's API-based, it can be integrated into existing matter-opening or client-onboarding workflows.

Is bulk provisioning only useful for very large firms?

It's most valuable at scale, but any firm or legal IT provider managing more than a handful of workspaces can benefit from automating job creation.

Does the App support updating or retiring jobs in bulk too, not just creating them?

Yes, sync jobs can be created, updated, and retired in batch through the App.

Do Ethical Wall rules need to be configured separately for each job?

No, permission and Ethical Wall mappings can be applied consistently across jobs provisioned in bulk.

See how the imDocShare Provisioning App can automate sync setup at scale.

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Key Takeaways

  • The Provisioning App enables bulk, programmatic creation of sync jobs instead of manual one-by-one setup.
  • It can integrate with existing matter-intake or client-onboarding workflows.
  • Permission and Ethical Wall mappings apply consistently across bulk-provisioned jobs.
  • It's especially valuable for firms or legal IT providers managing large numbers of workspaces.