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Intelligent RepositoryDocuTalkSemantic SearchAgentic WorkflowCLMeSignatureseDiscoveryCompliance Audit TrailSummarisationSecurity & DeploymentOCR + ICRRBACView all capabilities →
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Intelligent RepositoryThe platformDocuTalkAI on your corpusSemantic SearchHybrid retrievalAgentic WorkflowAI that actsCLMNative, not bolted-oneSignaturesSES, AdES, QESeDiscoveryHold at the sourceCompliance Audit TrailWorkflow & auditSummarisationCitation-groundedSecurity & DeploymentDeploy your wayOCR + ICRCapture, typedRBACThe control surface
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Finance & BankingPCI, SOX & AML-ready document workflows for banksHealthcare & HIPAAHIPAA-first records, clinical workflows, audit trailsEnergy & UtilitiesPermits, safety & environmental compliance at scaleAccounting & TaxWorkpapers, client collection & engagement workflowsHR & Human ResourcesEmployee records, onboarding & policy complianceWealth ManagementRIA compliance, KYC onboarding & client recordsInsuranceClaims, policy admin & examination readiness
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TeamSyncTeamSync

The regulated content + AI platform for financial services, healthcare and life sciences, public sector, legal, energy, and AEC.

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Architecture.

TeamSync is composed in 3 concentric layers — an identity + trust foundation (AccessArc), a regulated content + AI platform, and a capability layer that composes ECM + CLM + eSign + eDiscovery + workflow + IDP on top. Capabilities share data by reference, not by copy.

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The 3 layers.

1. Identity + trust foundation — AccessArc.

Identity federation, RBAC + ABAC enforcement, per-tenant envelope encryption, customer-controlled key custody, Merkle audit ledger, multi-region tenancy.

2. Regulated content + AI platform — TeamSync platform.

Intelligent Repository for records-of-record. Document Data Lake for analytics. AI copilot (DocuTalk, Semantic Search, Agentic AI Workflow, Document Summarisation) operating on the platform. Permissions-aware retrieval scoping at every request.

3. Capability layer.

CLM, eSignatures, eDiscovery, Business Process Automation, Business Rules, Document Templates, Metadata Extraction, OCR & ICR, Teams Management + External Portal. Capabilities compose; data shared by reference.


Deployment topology.

ElementDetail
Cloud portabilityAWS, Azure, GCP, OCI; including AWS GovCloud, Azure Government / GCC High, Google Cloud for Government, OCI Gov
Multi-regionPer-tenant region selection; per-class residency; cross-region attestation for the audit ledger
High availabilityMulti-AZ active-active per region; configurable RPO + RTO
Disaster recoveryCross-region DR with audit-trail continuity
Edge / mobileMobile clients sync to nearest region; offline capture supported

Integration architecture.

Integration typeMechanism
IdentitySAML, OIDC, SCIM with the customer's IdP
Content syncREST + SDK + webhook + Kafka-stream for high-volume
FederationConnectors to iManage, NetDocuments, M365, SharePoint, OpenText, Documentum, Veeva, Procore, Salesforce, Workday, ServiceNow, vertical apps
AI orchestrationModel adapter pattern; per-model evidence emission; per-tenant model selection
Hyperscaler MLAWS Bedrock, Azure OpenAI, Vertex AI integration via the model adapter

Performance envelope.

WorkloadSized for
Documents per tenantMulti-billion
Concurrent usersTens of thousands
AI queries per secondSized to the cluster tier
Audit-event throughputSized to the cluster tier
StoragePetabyte-scale per cluster

Read more.

  • TeamSync platform overview
  • AccessArc
  • Security
  • Integrations