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Microsoft Teams Integration

Communication

Access CaseDocker cases, documents, and workflows directly within Microsoft Teams for seamless collaboration.

Real workflows

For legal, contract, and operations teams evaluating how Microsoft Teams can connect with CaseDocker to reduce manual updates and improve workflow visibility.

What It Does

The Microsoft Teams integration provides a dedicated CaseDocker Teams app with tabs, bots, and messaging extensions. Users can access case information, view documents, receive notifications, and execute workflows without leaving Teams.

Customer examples

  • Keep Microsoft Teams records, documents, and CaseDocker workflows aligned without duplicate entry.
  • Give legal, contract, and operations teams one place to track integration-driven work.
  • Reduce handoffs by routing communication activity into the right CaseDocker cases, contracts, and tasks.

Supported integrations

  • Microsoft Teams connects with CaseDocker through the approved integration method for this customer environment.
  • Related CaseDocker workflows can include contracts, cases, notices, compliance, eSigning, documents, and reporting.
  • Connected systems are scoped during onboarding by object type, field mapping, permission model, and sync direction.

Implementation prerequisites

  1. Provide Graph/App Credentials

    Share Azure AD app credentials or grant consent. The CaseDocker team will publish/configure the Teams app as needed—no store install required from your side.

  2. Configure App Permissions

    Grant required permissions for the app to access Teams channels, messages, and user information.

  3. Set Up Authentication

    Configure SSO authentication so users can seamlessly access CaseDocker from Teams without re-authentication.

  4. Add App to Channels

    Add CaseDocker tabs to relevant Teams channels and configure which cases or information to display.

  5. Configure Bot Commands

    Set up bot commands and messaging extensions for quick case lookups and actions from Teams chat.

Security architecture

  • Microsoft Teams access can be scoped to approved users, objects, folders, and API permissions.
  • Field mappings and sync rules are configured during onboarding so sensitive legal data moves only where it is needed.
  • Integration activity stays tied to CaseDocker workflows, document history, and operational audit trails.

Required Permissions

  • Read/Write access to Teams channels and messages
  • Display tabs and content within Teams
  • Send notifications and bot messages
  • Access user profile information for SSO

Frequently asked technical questions

Yes, CaseDocker tabs can display case details, documents, and workflows directly within Teams channels.

CaseDocker notifications appear as bot messages in designated Teams channels, with interactive buttons for actions.

Yes, a Teams bot allows users to query case information and perform actions using natural language commands.

Documents stored in CaseDocker can be opened in Teams tabs, and changes sync automatically between platforms.

Related Use Cases

Litigation Intake
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Plan your Microsoft Teams integration

Share your systems, workflow goals, and security requirements. CaseDocker will map the integration path and show the handoffs it can remove.

Schedule an integration demo
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