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The agent can only work with what it can reach. This section covers each route by which information enters Casa Conect, and what the agent can do with it once it is there.

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Sources at a glance

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One pipeline for everything

Whichever route a document takes, the same things happen to it:
1

Stored and encrypted

It is stored in the right vault, in encrypted storage in the EU.
2

Scanned

It is scanned for malware before anyone can open it.
3

Versioned

It joins the document’s single version history, with its origin recorded: Uploaded, Synced from provider, Saved from Word, and so on.
4

Indexed

It is parsed and indexed so that it can be searched, usually within a few minutes.
This is why a contract that arrived as an email attachment, was synced from SharePoint, or was saved from Word behaves exactly like one you uploaded.

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What is not available

We prefer to be clear about what does not exist today:
  • Other document management systems. Google Drive, OneDrive and SharePoint are supported. Dropbox, Box, iManage and NetDocuments are not.
  • Connecting a mailbox. Casa Conect does not read your Outlook or Gmail inbox. Mail reaches the agent when you forward it, copy the agent in, or let clients write to the agent directly.
  • Legal databases. There is no built-in connection to legislation or case-law databases. The agent can look up public sources through web search, and you should verify anything legal that it finds.
  • A public API or webhooks. There is no customer-facing API today. See API.
If one of these matters to you, tell us.