DiliTrust Suite Integrations Overview

Modified on Mon, 22 Jun at 10:11 AM

The DiliTrust Suite integrates seamlessly with a range of business, productivity, and governance tools to enhance collaboration, streamline processes, and ensure compliance across legal, corporate, and board activities.

This document provides an overview of all current integrations, organized into three categories:

Native Integrations – Built directly within the DiliTrust Suite or leveraging standard APIs with leading platforms (e.g., Microsoft, Google, CRM/ERP systems).
Partner Integrations – Developed in close collaboration with strategic partners to enrich governance, compliance, and legal entity management functionalities.
Third-Party / Open Ecosystem Integrations – Supported connectors offering flexibility for clients to work with their preferred eSignature or identity verification providers.

Each integration entry includes the target persona, main use cases, key value drivers and the link to the documentation, ensuring teams have a clear understanding of how each connection supports customer workflows and contributes to the overall value proposition of the DiliTrust Suite.

1. Native Integrations

Integration	Suite Module	Persona(s)	Main Use Cases	Value / Benefits	Documentation / Link
Salesforce	CLM	Sales, Legal Ops	Generate and manage contracts from Salesforce opportunities	Automates contract creation, ensures CRM–CLM data consistency, accelerates deal closure	View Doc
HubSpot	CLM	Sales, Marketing	Create, track, and approve contracts from HubSpot deals	Streamlines lead-to-contract process; improves visibility on deal progress	View Doc
Dynamics Connector	CLM	Sales, Finance	Populate contract data from ERP; trigger approvals	Reduces manual entry; ensures ERP–CLM alignment; shortens activation time	View Doc
Word Add-in	CLM	Legal, Contract Managers	Draft and edit contracts in Word with templates and clause library	Maintains version control; ensures consistency; speeds up authoring	View Doc
GDocs Add-on	CLM	Legal, Procurement	Access and edit contracts from Google Docs	Seamless collaboration for Google Workspace users	View Doc
Teams Application	BP	Board Members, Secretaries	Share agendas, documents, and collaborate in Teams	Improves communication and board engagement	View Doc
Outlook Add-in	BP	Directors, Admins	Sync board meeting invitations and calendar events	Simplifies scheduling and centralizes access to board materials	View Doc
Gmail Add-on	MM	Executive Assistants, Meeting Coordinators	Sync meetings, agenda, and follow-ups directly with Gmail	Keeps meetings organized and synchronized across Google tools	View Doc

2. Partner Integrations

Integration	Suite Module	Persona(s)	Main Use Cases	Value / Benefits	Documentation / Link
Impal’Act	LEM	Corporate Secretaries, Governance	Sync company structure, boards, and governance events	Maintains entity data integrity; automates event management	LEM FAQ
PF Registres	LEM	Legal, Compliance	Manage and synchronize registry filings and documentation	Reduces compliance risk; automates legal updates with registries	LEM FAQ
eWitness	LEM	Legal, Compliance	Certified timestamping and witness verification for documents	Ensures authenticity and legal validity of corporate documents	LEM FAQ

3. Third-Party / Open Ecosystem Integrations — e-Signature

DiliTrust does not resell e-signature: our connection hub is a multi-provider integration layer. A single standardized API connects DiliTrust to leading certified providers (DocuSign, Adobe Sign, YouSign, Universign, Dropbox Sign, Signaturit, Connective, Box Sign), with a generic API connector for any provider not listed. Coverage spans CLM, Board Portal, LEM and Data Room, with support for SES and AES certification levels. Our native signature, DiliTrust Sign, is planned for Q3 2026.

For the full list of providers, their capabilities by module, and the setup guides, see the dedicated hub: Providers - Certification levels & authentication options