The BA Insight LexisNexis InterAction Connector for Search integrates InterAction—a CRM system specialized for the legal market that manages complex client relationships—into enterprise search platforms including SharePoint, Azure AI Search, and Elasticsearch. InterAction combines firm-wide client data such as profiles, work undertaken, notes, and activities, transforming these into relationship intelligence.
This connector securely indexes InterAction content and metadata, honoring the source system’s security model and supporting both full and incremental crawls to ensure users always have access to the latest authorized information. Integrating InterAction content within SharePoint or other search portals simplifies discovery without requiring separate logins.
Problems LexisNexis InterAction Connector for Search Solves
Fragmented access to comprehensive client relationship data within legal firms.
Complexity in discovering relevant clients and matter information spread across multiple systems.
Difficulties ensuring security and permission enforcement during search.
Keeping search indexes current with ongoing updates in CRM data.
Benefits LexisNexis InterAction Connector for Search Delivers
Seamless Integration with Leading Enterprise Search Platforms
Seamlessly integrates InterAction CRM data with SharePoint, Azure AI Search, Elasticsearch, and other enterprise search platforms.
Secure, Permission-Aware Access Honoring InterAction Controls
Enforces full security trimming based on InterAction’s permissions.
High-Performance Full and Incremental Crawling for Fresh Results
Supports high-throughput full and incremental crawls for fresh, responsive search results.
Unified Search Across CRM and Enterprise Content Repositories
Consolidates client relationship information with multiple enterprise content repositories for unified discovery.
Enhanced Business Development Through Accessible Relationship Intelligence
Improves business development efficiency by making relationship intelligence easily accessible.
Key Features of the LexisNexis InterAction Connector for Search
Key Features of the LexisNexis InterAction Connector for Search
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Secure Content Indexing
Secure Content Indexing
Extracts full text and metadata from InterAction CRM.
This connector empowers legal organizations to unlock the full value of LexisNexis InterAction data through a secure, unified enterprise search system, facilitating faster, informed decision-making across client and matter management.
FAQ
FAQ
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Yes, it respects InterAction permissions fully to ensure appropriate content access.
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Supports both full and incremental crawls to reflect the latest CRM changes.
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Works with SharePoint Online and On-Premises, Azure AI Search, Elasticsearch, and more.
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No, it uses agentless read access without client installation.
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BA Insight enrichment tools harmonize metadata for better search relevance and navigation.