To support your project workflows, you can connect approved third-party tools to Ideals VDR. These integrations allow project participants to sync and analyze documents based on their permissions.
Using integrations helps you:
Reduce manual work when processing documents outside Ideals VDR.
Improve efficiency in document review and analysis.
Streamline workflows across tools and teams.
Maintain security and compliance with existing permission controls.
Available integrations
Ideals currently supports integrations with the following third-party platforms:
Emma Legal: analyze project documents, identify missing information, and highlight legal risks, helping teams focus on key findings instead of manual review.
Jurimesh: automate legal due diligence by scanning project documents, detecting risks, and generating structured reports to support deal decisions.
💡 Using third-party tools may require a separate paid subscription with those providers, which is not included in your Ideals subscription.
Integrations are initiated and configured within the third-party tool itself – Ideals does not provide built-in connectors to external services.
ℹ️ We are continuously exploring new integrations. If your company uses tools that are not currently supported, contact us to share your needs and help us prioritize future integrations.
How integrations work
Integrations are designed to work within your existing project setup. Meaning:
Access to data is based on current user permissions.
Only authorized users can perform actions with permitted documents.
All actions are tracked and recorded in the activity log.
Integration availability and setup
Availability of integrations depends on several levels of configuration. To use integrations in a project, the following conditions must be met:
The integration must be allowed on the corporate account for selected projects.
The integration must be enabled at the project level.
The integration must be enabled for selected groups within the project.
Corporate account level
Allowing integration
Corporate account owners and managers can allow integrations to be used in the projects connected to this corporate account.
To allow integration, go to Corporate account – Settings – Integrations.
Navigate to the required integration card and click Allow.
If you have more than one active project, select for which projects you want to allow integration. Otherwise, the existing active project is allowed by default.
Optionally, you can check the box to allow integration by default in new projects.
Click Confirm.
⚠️ Allowing integration at the corporate account level doesn't enable it for selected projects. Project administrators can enable and disable allowed integrations in the project settings at their discretion.
Forbidding integration
Corporate account owners and managers can forbid previously allowed integrations at any time.
To forbid integration, go to Corporate account – Settings – Integrations. Navigate to the required integration card, click Forbid, and confirm.
💡 Upon forbidding integration, it is automatically disabled for all projects, and all active user connections with the given integration are terminated.
Project level
Enabling integration
Once integration is allowed at the corporate account level, project administrators can find and manage it in the project settings.
💡 Integrations are disabled by default at the project level.
To enable integration, go to project settings, navigate to the Integrations tab, and click Enable.
In the appeared modal, select participant groups or group types that can use the integration in your project. If you select a group type, all newly created groups of that type will have the integration enabled by default.
Disabling integration
To disable integration in the project, go to project settings, navigate to the Integrations tab, and disable the corresponding toggle. Integration is automatically disabled for all participants, and their active connections are terminated.
Group level
Once integration is enabled at the project level, project administrators can enable or disable it at the group level.
To enable or disable integration for an existing group:
Go to the Participants tab.
Click the required group or select Open permissions and settings from the context menu.
On the group card, navigate to the Feature permissions tab.
In the Integrations section, enable or disable required integrations.
Connecting integration
Participants with integration access enabled can connect Ideals VDR through the respective platform. Once connected, third-party tools can access project names where the integration is enabled, documents in accordance with the user's permissions, and the authorized user's email and full name.
⚠️ The integration may continuously sync newly permitted documents until disconnected.
Disconnecting integration session
Users can review all active integration connections in their Security settings and disconnect if needed.
Activity log
All user actions performed through the integration are recorded in the Activity log like any other activity, with the originating integration specified accordingly.