HomeResourcesBlogProventeq and Colligo Partner to Modernise Legal Knowledge Management
Proventeq and Colligo Partner to Modernise Legal Knowledge Management
Balu Herbert
CCO, Proventeq
06 Aug 2026
4 min
Legal AI Starts with Trusted Knowledge
Law firms and in-house legal teams are racing to adopt AI. Many are discovering a hidden obstacle: artificial intelligence is only ever as good as the information it can find and access.
Roughly 85% of firms are piloting AI in some form, yet only a fraction have moved it into everyday practice. The barrier is rarely the technology. It is the state of the underlying information estate: fragmented repositories, unmanaged email, inconsistent metadata and knowledge that no AI assistant can reliably retrieve.
To help legal organisations modernise their knowledge foundations and prepare for the future of AI-powered legal work, Proventeq and Colligo have formed a strategic partnership combining migration and governance expertise with proven matter-centric document and email management.
Three Problems Standing Between Legal Teams and AI
Knowledge Fragmentation – Matter information sits across legacy DMS platforms such as iManage, eDOCS and OpenText, alongside SharePoint sites, network drives and personal storage. Nothing indexes cleanly.
Ungoverned Email – Email is the primary channel for legal work, yet a large share of matter-critical correspondence never reaches a system of record, creating e-discovery and audit exposure.
AI-Hostile Architecture – Counterparties filed under six different names, drafts mixed with executed agreements, inconsistent metadata. Deploy AI on this and results are incomplete, inconsistent or wrong.
Combining the Best of Microsoft 365, Proventeq and Colligo
Together, Proventeq and Colligo enable legal organisations to build a modern, secure and AI-ready knowledge ecosystem on Microsoft 365, without disrupting the familiar tools that fee earners and business teams already use every day.
Proventeq helps organisations migrate and modernise legacy legal content platforms, including iManage, OpenText, eDOCS, FileNet and file shares, preserving critical metadata, version history, security models and records structure, while restructuring information architecture for matter-centric working.
Colligo extends Microsoft 365 with powerful matter-centric document and email management, helping legal professionals capture, classify and organise communications and attachments directly from Outlook into structured SharePoint workspaces, with metadata enforced at the point of capture.
PROVENTEQ
Modernise the Foundation
Migration from legacy legal DMS and ECM platforms with full fidelity
Information governance, oversharing prevention and compliance
Metadata harmonisation, taxonomy and classification design
Storage optimisation and removal of redundant, obsolete content
Microsoft Copilot and AI readiness assessment
COLLIGO
Govern the Daily Reality
Matter-centric email management inside Outlook
One-click and automated Outlook-to-SharePoint filing
Emails and attachments kept together as a complete record
Defensible records for discovery, audit and compliance
Knowledge continuity beyond individual inboxes
Where the Two Fit Together
Legal Challenge
What Changes
Business Outcome
Legacy DMS locking away knowledge
Full-fidelity migration to Microsoft 365 with matter-centric architecture
Lower licensing and infrastructure cost; content becomes indexable
Matter email trapped in inboxes
Automated capture from Outlook into SharePoint with enforced metadata
Complete matter records; reduced e-discovery and regulatory risk
Inconsistent metadata and taxonomy
Harmonised classification applied during migration, not after
Reliable search and defensible retention across every matter
AI grounded in trusted information that fee earners can rely upon
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Legal organisations are looking for practical ways to modernise knowledge management without disrupting the familiar tools their teams use every day. Our partnership with Colligo brings together intuitive legal document and email management with Proventeq’s expertise in migration, governance and Microsoft 365 transformation. Together, we are helping law firms and in-house legal teams create secure, matter-centric knowledge environments that improve collaboration, preserve valuable expertise and provide a trusted foundation for the future of legal AI.
Build the Knowledge Foundation. Then Activate AI.
Modernisation does not have to be a single, disruptive programme. The partnership supports a staged path that delivers value at every step.
1
Assess and Rationalise
Understand what content exists, where it lives, what is redundant, obsolete or trivial, and which repositories carry genuine matter value.
2
Migrate with Fidelity
Decommission legacy DMS platforms safely, without losing a single file, version or permission, and land content in a matter-centric Microsoft 365 structure.
3
Govern at the Point of Capture
Turn on automated email filing so new matter correspondence and attachments enter the record correctly classified, from day one, without changing how lawyers work.
4
Activate Copilot and Legal AI
With trusted, governed and permission-aware content in place, AI can finally deliver answers that fee earners and clients can depend upon.
Why this matters now
Firms investing in Microsoft Copilot and legal AI are increasingly recognising that success depends far less on the AI itself, and far more on the quality, accessibility and governance of the information behind it. The firms that fix the foundation first will be the ones that realise value fastest.
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As Colligo continues to gain share in legal, both in law firms and in-house teams, this partnership will provide an accelerated path for clients to move from iManage and other legal systems to SharePoint. This will enable organizations to adopt Colligo more easily, delivering time savings for legal teams and improved governance across the business.
Future-Proofing Legal Work
Whether your organisation is planning a migration from a legacy document management system, seeking to strengthen governance across Microsoft 365, or preparing for a large-scale AI rollout, Proventeq and Colligo provide the expertise and technology needed to create a trusted, matter-centric legal knowledge environment.
EXPLORE THE PARTNERSHIP
Learn More About the Proventeq & Colligo Solution
Discover how Proventeq and Colligo help legal teams modernise document management, strengthen governance and prepare Microsoft 365 for AI.
How does Colligo support legal knowledge management?
Colligo extends Microsoft 365 with matter-centric document and email management, helping legal teams organise information around clients and matters while making documents, emails and knowledge easier to capture, find and reuse, all from within Outlook and SharePoint.
Who benefits from the Proventeq and Colligo solution?
The solution is designed for law firms and in-house legal teams looking to modernise document management, improve governance, strengthen collaboration and prepare their information for Microsoft Copilot and future legal AI initiatives.
Which legacy systems can Proventeq migrate from?
Proventeq migrates content from legacy DMS and ECM platforms including iManage, OpenText, eDOCS, FileNet, Meridio and traditional file shares into Microsoft 365, preserving metadata, versions, permissions and records structure.
Will this change how our lawyers work day to day?
Deliberately, no. Fee earners continue working in Outlook, Word and Teams. Filing and classification happen in the background, which is precisely why adoption rates are high and knowledge capture becomes consistent.
Do we need to migrate everything before we can use Copilot?
No. Most organisations begin with a governed, high-value subset, such as a practice group, a client portfolio or a document type. They prove the value first before scaling more broadly. Governance and email capture can also begin in parallel with migration.
How is confidentiality and information barrier compliance maintained?
Security models and permissions are preserved through migration, and governance controls are applied to prevent oversharing, ensuring AI tools surface only content a given user is permitted to see.
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