Connect Agestia as a document source

If your organization manages its case files in Agestia, an administrator can connect the Agestia account to Ordalie. Members can then browse the case files and their documents from your workspace.

Connect Agestia

Open Settings > Integrations, then Organization Integrations. Choose Agestia, enter the account's API key and choose the access mode: Read Only or Read & Write.

Browse your case files

Each Agestia case file shows its subfolders and files. A record.md file summarizes the case file: reference, matter type, status, parties and proceedings.

In Read & Write mode, Ordalie can add files and create subfolders in an Agestia case file.

Limits

Only administrators of an organization on the Max plan can connect Agestia. Search matches document names, not their content. Ordalie does not create new Agestia case files.