System
Integrations
ZRM becomes more useful as it learns from the firm's existing systems — quietly, with permission, and without disrupting them.
Connected systems
Five sources, one relationship layer
Outlook
Last sync · 2 minutes ago
Data contribution
- ·Emails
- ·Calendar meetings
- ·Contact history
- ·Follow-up signals
Permission-aware. Personal mailbox data never shared firm-wide.
Microsoft Teams
Last sync · 8 minutes ago
Data contribution
- ·Meeting participation
- ·Internal discussions
- ·Call history
- ·Collaboration context
Only meeting metadata used for relationship signals — no transcripts stored.
Anthropic Claude
Last sync · Live
Data contribution
- ·AI summaries
- ·Meeting briefings
- ·Relationship intelligence
- ·Suggested next actions
- ·Follow-up drafts
Zero-retention API. Inputs are not used for model training.
iManage
Last sync · 12 minutes ago
Data contribution
- ·Matter documents
- ·Client files
- ·Document activity
- ·Knowledge context
Conflict-aware retrieval. Matter confidentiality preserved end-to-end.
NetDocuments
Last sync · 20 minutes ago
Data contribution
- ·Matter documents
- ·Legal work history
- ·Client document context
- ·Knowledge retrieval
Role-based access enforced through native NetDocuments permissions.
Architecture
The Relationship Intelligence Layer
Signals in
- Outlook
- Teams
- Events
- Matters
- Documents
- Notes
- Client teams
- AI summaries
Outcomes out
- Relationship health
- Meeting briefings
- Follow-up recommendations
- Risk alerts
- Opportunity detection
- Internal connection mapping
Trust
Built for the realities of legal practice
ZRM is designed around the constraints law firms cannot compromise on. Every signal carries its origin, every note inherits its confidentiality, and every action leaves a record.
Permission-aware data access
Private notes vs shared notes
Matter confidentiality preserved
Conflict-aware relationship notes
GDPR-ready architecture
Full audit trail
Role-based access control