Keeping Legal Requests and Documents Connected with Jira and SharePoint

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Every legal request in the company starts in Jira.

A colleague asks for a contract review.
Another uploads a draft and waits for approval.
The legal team discusses changes and decisions in Jira comments and updates the issue until the work is done.

All documents related to the case must be stored in SharePoint. Drafts, reviewed versions, and final documents all belong in this folder.

Where things used to break

When a request was completed, the legal work continued in a different way.

The Jira issue was closed, but the lawyer still had to:

• collect the final documents
• upload them to SharePoint
• make sure the right files were archived
• keep track of decisions that lived only in Jira comments

Later, when someone needed to understand a past case, they often found:

• the document in SharePoint
• but no clear link to the Jira issue where decisions were made

The file was archived.

The context was scattered.

What changed with SharePoint Connector for Jira

With SharePoint Connector for Jira, every legal request now gets a linked SharePoint folder as soon as work starts.

Documents exchanged in Jira are stored in SharePoint from the beginning. There is no final “move to archive” step; the archive builds itself while the case is active.

When the legal team needs visibility into the work itself, they bring Jira issues into SharePoint:

• They search for Jira issues directly from SharePoint
• They create an overview that shows:
• the list of legal requests:

1. their current status
2. How is work progressing

This overview is used to track ongoing legal tasks, not to replace Jira.

Closing a case and archiving it properly

When a legal request is finished:

• the Jira issue is closed
• the documents are already stored in SharePoint

For archiving, the team:

• keeps the documents in SharePoint
• relies on the Jira issue for:

1. decisions
2. approvals
3. explanations recorded in comments

The Jira issue remains searchable and accessible when needed, while SharePoint holds the official document archive.

The result

The legal team now:

• avoids manual document transfers at the end of a case
• keeps SharePoint as the single place for legal documents
• uses Jira for discussions and decisions
• uses SharePoint to find documents and get an overview of legal work when needed

Each completed request leaves behind:

• a clean document archive in SharePoint
• a clear Jira history that explains how decisions were made

Together, they form a complete legal record without forcing one tool to do the job of the other.

Do you support legal teams with Jira and SharePoint? Try SharePoint Connector for Jira.