microsoft-sharepoint
Search
Search across SharePoint sites for contracts, pleadings, and matter documents using KQL queries with matter number or keyword filters.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Identify the SharePoint site associated with the practice group or client matter to scope the search correctly.
Run KQL searches across the matter site using matter number, client name, and relevant legal terms to surface contracts, pleadings, and correspondence.
For key contracts or agreements, pull version history to understand how terms have changed over time and identify the most current executed version.
Download and extract readable text from the most relevant documents to prepare content for attorney review and summarization.
Organize extracted content into a structured matter research summary covering key parties, dates, obligations, and open issues identified across documents.
microsoft-sharepoint
Search across SharePoint sites for contracts, pleadings, and matter documents using KQL queries with matter number or keyword filters.
microsoft-sharepoint
Retrieve the correct SharePoint site for the practice group or matter team before searching.
microsoft-sharepoint
Download specific documents identified in search results for content extraction.
microsoft-sharepoint
Review version history of key documents to understand how contract terms have evolved.
metorial-crawl
Extract readable text from downloaded document URLs for summarization and analysis.
Integration
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Integration
Extract readable content and links from a known URL. Best for focused page retrieval after discovery is already done.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 4
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like legal document search and matter research across sharepoint into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.