Initial Setup

Overview

Welcome to CAM, a platform that orchestrates and integrates data across multiple cloud systems, including Office365, iManage, NetDocuments, and many more.
CAM enables firms to take back control over cloud content and manage it throughout the matter lifecycle.

1 Overview
2 CAM Core features
3 Supported DMS’s
4 Supported Storage
5 Supported Source Systems
6 CAM Features
7 License and About CAM

CAM Core features

Provisioning

Automatically or manually creating workspaces, folders, teams, channels, or projects by reading information from practice management, matter management, and CRM systems. CAM manages the complete life cycle of the system from creating to programmatically updating.

Master Data Management

Provides a unified matter directory and helps maintain centralized and synchronized management of metadata across systems.
It also allows bulk data transfer and movement between and within repositories.

Information Governance

CAM helps achieve security and compliance by offering integrated matter provisioning across systems with analytics and reporting to understand usage, resulting in better user adoption.

Matter Provisioning & Updating Across Systems

CAM improves workflow and enhances security by enabling a consistent, standardized, process-driven method for matter provisioning across all systems.

Analytics & Bulk Updates

It offers the familiarity of SQL queries to query and perform bulk updates to data.

User & Group Management

Allows seamless management of users and groups across systems, and simplifies the process of quickly providing users access to all appropriate systems.

Data Protection As a Service (Business Continuity)

CAM offers a live cloud copy of other providers' cloud content along with its metadata that is accessible via intuitive, end-user search, vastly reducing data-handling risks.
Content remains fully searchable and accessible in the event of content-provider outages.

Supported DMS’s

For more visit🎯Hardware and Software Requirements

Work product management platform for law firms, legal departments, and professional services firms. Note: CAM supports only iManage version 10.2 and above.	Cloud-based document and email management platform for law firms, legal departments, and professional services firms.
	Microsoft's modern suite of enterprise-level productivity applications and services. We support OneDrive, Planner, Channel, Teams, and OneNote.

Supported Storage

Amazon S3 or Amazon Simple Storage Service offered by Amazon Web Services provides object storage through a web service interface.

Supported Source Systems

For more visit🎯Hardware and Software Requirements

System	Type	Supported By	Purpose

System	Type	Supported By	Purpose
Thomson Reuters 3E Aderant Expert (Aderant CMS) SurePoint (previously Rippe & Kingston) Thomson Reuters Elite Enterprise Any SQL based billing system	Billing or Practice Management System	Data Uploader	To create workspaces, folders, teams, channels as defined by CAM when a matter is opened or modified. To add users based on billing activities.
Active Directory	Users and Groups Management	Data Uploader	To create users, groups, group membership to DMS, O365, HighQ and others.
Salesforce Onit Memotech CPAGlobal	CRM System Legal Case Management IP Management Software	Source System Integration (Cloud to Cloud)	Create workspaces, teams, folders, users, groups programmatically.
Azure Active Directory (O365)	Users and Group Management	Source System Integration (Cloud to Cloud)	Create users and groups programmatically.

CAM Features

Feature	Description

Feature	Description
CAM Provisioning	Provision and update Workspaces, Matters, Users & Groups.
Folder Management	Standardize the folder structures of workspaces and add optional folders to existing workspaces through the On-Demand Folder option.
Analytics	Enables user adoption with comprehensive data visualization, workspace health check reports, and ad-hoc DMS reporting.
Business Continuity	Business Continuity (BC) is an application within the CAM platform that allows users in CAM to download or check out documents that were replicated from the client cloud or on-premises system, into the CAM S3 bucket.
Controls Center	Controls Center is a place to manage all information barriers (including ethical walls), information governance, retention, and legal hold policies. Controls Center also supports importing information barriers from third-party systems like iManage, SPM, or IntApp Wall builder.
Content Mover	The Content Mover Manager feature is designed so that users can move Teams and Channels to the DMS system from Teams, and to automatically sync any changes between Teams and the DMS system.
Template Management	CAM's folder templates allow administrators to standardize the folder structures of workspaces in the external systems.
Administration	All features not available from the tabbed interface on the CAM home page are listed in the Administration menu.
External Systems	The External Systems Configuration screen allows you to add the server details of the external systems to be accessed for provisioning. When you configure the external systems, you can define the default workspace rules and templates, and define the metadata to be applied to the workspaces.

License and About CAM

Once you log in to CAM, you can view the License Details of CAM and get additional About information.

On the upper right, find your user initials, and select them.

Select About.

The License displays under.
Addons are displayed underneath.
The number of licensed users is below if the license is based on the Users Licensed.

Visit the User Interface page to learn about more options.