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Guide · Integrations

How do you connect legal AI to SharePoint and a CLM?

The connection should respect existing permissions, synchronise useful metadata and retain a reference to the source document. SharePoint or the CLM remain the agreed systems; the AI layer structures memory and returns decisions to the workflow.

Updated 31 July 2026

Direct definition

A reliable legal integration does more than copy files: it preserves identity, permissions, versions, metadata and the return of decisions.
01

Prepare the scope

Select one library, agreement type or team. Validate rights, versions, statuses and available metadata before expanding the corpus.

02

Minimum flow

Indexing reads authorised content and preserves provenance. Answers link back to source documents. Decisions and corrections are then synchronised according to API capabilities and the selected architecture.

  • authentication and permissions;
  • incremental synchronisation;
  • traceability of passages used;
  • deletion and permission-change handling.
03

Avoid a second repository

Document ownership should remain clear. The AI layer adds retrieval, comparison and decision support without creating an unmaintainable copy.

04

Build a permission matrix before any connector

Document who may discover a matter, read its content, view a summary, inspect a precedent and record a new decision. These capabilities are not equivalent. The index must never broaden a right from the source system, including through an answer that indirectly reveals a document exists.

Cover service accounts, application permissions and revocation as well. Least privilege should be verifiable in the architecture, not only stated in policy.

05

Versions, deletions and conflicts

Reliable synchronisation handles creation, modification, deletion, movement and permission changes. It preserves a stable source identifier and exposes the last synchronisation time. When a conflict occurs, the agreed system of record should prevail or trigger explicit review.

Before production, test revoked access, deletion, restoration, a superseded version and a temporary API failure. Measure how long each change takes to disappear from or appear in retrieval and answers.

  • pilot scope and document owner;
  • identity model and access matrix;
  • synchronisation and conflict-resolution rules;
  • logging, alerts and recovery procedure;
  • criteria for expanding beyond the pilot.

Continue

All guidesLegal AI in WordCLM, chatbot or memory?Legal knowledge managementSecurity and governance

Reference sources

For verification and further reading.

  • Microsoft Learn — Microsoft Graph permissions
  • Microsoft Learn — SharePoint and OneDrive app folders

These references provide general context. The framework applicable to each organisation should be assessed with its Legal, HR, security and data-protection owners.

FAQ

Frequently asked questions

Does all of SharePoint need cleaning first?

No. Qualify one useful scope, its rights and metadata, then expand progressively.

What happens when access rights change?

Synchronisation should reflect the change and remove content from unauthorised retrieval.

Does Mirmi replace the CLM?

Connect complements an existing CLM with decision memory; Base directly provides a built-in CLM with that same memory.

Next step

Scope one source first.

We review the corpus, permissions, metadata and expected return flow.
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