Lawmatics is pleased to integrate with OneDrive, helping to simplify your document and file storage. Thanks to this integration, any files that you have saved in Lawmatics can now be easily and automatically synced directly to OneDrive. No need for any manual downloading and re-uploading.
The first step to set up this integration is to navigate to your firm's settings page, gear icon near the top right corner, and then select Integrations near the bottom left corner. Note that this is an administrative setting, so only admin users will have access.
When you go to the OneDrive integration page you will be prompted to connect your OneDrive account. Once integrated, you will have the option to select Sync All or Skip this Step.
If the Sync All toggle is on, it will sync all matters, contacts, and companies to One-drive. An active File Storage Sync toggle will also be added to the matters and contacts, so any future files added will also automatically sync to OneDrive.
If you choose to Skip this Step instead, the system will not sync any matter, contact, and company, and you will be able to sync them on an individual basis by activating the toggle on the target page, as shown above.
Once you have walked through those simple steps, you will see that your account is connected and that the sync has started, as shown below:
A matter standard field named Sync to OneDrive field can also be added to your forms and automations, which would allow you to decide if the matter associated with the form submission should have files synced to OneDrive.
There are three main aspects to the Lawmatics/OneDrive integration:
All contacts, companies, and matters from Lawmatics will be created as a folder in OneDrive, with all files from Lawmatics automatically in the appropriate folder. To prevent naming collisions in OneDrive, names of contact, company, and matter folders will include the entity's Lawmatics ID.
Lawmatics and OneDrive files will sync both ways, staying up to date with continuous 2-way sync
Users will also have the option to discontinue syncing a matter, company, or contact file to and from OneDrive
This seamless integration allows the two platforms to work together to make sure that critical folders and files stay up to date in both Lawmatics and OneDrive.
Each of your Lawmatics contacts, matters, and companies will appear in your OneDrive account as new folders. With our two way sync functionality, any file that is uploaded to either OneDrive or Lawmatics will automatically sync to both accounts.
For each particular contact, matter, and company, not only will a folder for that individual record be created in OneDrive, but you will also see your custom folders created within that record sync over as well.
By linking the two tools, Lawmatics offers a seamless experience that saves legal professionals from the tedious task of managing disparate software applications. With this integration, attorneys and their staff can efficiently store, manage, and share files between the two applications, streamlining their workflow and freeing up valuable time for higher-value tasks.