About Morae

Morae is the world's largest iManage Partner, having won the iManage Partner of the Year award 12 years in a row.

Morae Global Corporation ("Morae") is trusted around the world for the delivery of digital and business solutions for a constantly changing legal industry. Founded in 2015, Morae has earned wide respect for the expertise and experience of our legal consulting, technology, and operations professionals, many of whom have in-house legal, law firm, or other relevant industry experience. We strive to make a difference every day for our law firm and legal department clients by collaborating closely with them to develop strategy, implement meaningful change, and achieve the business objectives they care about most. This includes offering clients the right people and technology they need to efficiently meet their contracts, discovery, information, and resourcing goals.

How Morae Vault works

Customers are able to configure search criteria to identify documents for archival, which are then migrated to lower-cost Azure storage with an HTML placeholder document remaining in iManage in its place. Once the file transfer has been validated, the original is shredded to recover storage. Morae Vault is configured, out of the box, to utilize Azure Cold Storage.

Morae Vault, using MySQL, is driven by two scheduleable searches:

1. Archival search: This will execute a document search using the configured parameters. Any documents matching the filter will be added to the Vault application database for processing, and once migrated, a HTML document will be left in place of the original.
2. Deletion search: This search attempts to find any previously created placeholders. If any have been deleted, Vault will optionally check the trash bin before queueing a job to delete the corresponding file from Azure storage.

The placeholder document serves as an anchor for several use cases:

Discovery: As all original metadata properties are retained (save for the Class, which is modified to ARCHIVED) the placeholder is still discoverable via search using the same metadata properties as the original.

Records Management: As Vault tracks any created placeholders, should one be deleted, this can optionally be used as a trigger to delete the corresponding file from the archive. This ensures any iRM policies that may be in place are fully respected.

Security: The ACL on the placeholder is used for authorisation to download the archived file from Azure. The placeholder ACL can be modified should access requirements to the archived file change.

Extensibility: Two document context menu extensions are present for archived files. These are:

• Download from Morae Vault: This allows an authorised user to download the original file from Azure storage. The generated link has a 10 minute expiry to mitigate the risk of sharing.
• Rehydrate from Morae Vault: This restores the file from the archive and deletes the placeholder, providing the ability to undo the archival process.