About SharePoint List
The SharePoint List integration provides external data management services to BRYTER.
With SharePoint List integration, you can…
- Work with SharePoint list items
- Download SharePoint list item attachments
Typical use cases for SharePoint List
Re-papering tools
When banks have a deadline to renegotiate base rates for customers in line with new regulations, they ask legal teams to assist with re-papering. Lawyers are able to use BRYTER to automate this re-papering, by integrating external data with document generation. This integration helps lawyers populate templates with accurate data, which increases quality and speed, while reducing manual work and costs.
Client onboarding tool
Law firms frequently need to onboard managers on new projects, while keeping their clients informed about the process. This integration helps automate this process by making client details available to generate and send onboarding emails to clients, automate handovers, and store records for auditing. This speeds up the process for both law firms and their clients by streamlining form-filling and communication, and gives clients a more convenient onboarding experience.
Matter management
New banking regulations require banks to perform risk assessments for their products. BRYTER helps by collecting responses to standard questions about products and services that bank staff can then use to calculate risk scores and prioritize follow-up actions. This integration makes it possible to publish the data from BRYTER, for data visualization using tools such as Power BI.