Law FirmSharePoint that stays the same as the matter, in both directions
Every firm running a case management system alongside SharePoint eventually asks the same question, usually after somebody works for an hour on the wrong version of a demand letter: why is the copy in our document system not the same as the copy on the matter? Micronetbd sets up SharePoint for law firms and keeps it in two-way sync with Filevine through MatterOrbit, a certified Filevine integration, so an edit on either side lands on the other without a person copying files.
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What a law firm SharePoint setup covers
Libraries that match your matters, permissions that match your practice, and a sync that is sync, not a backup.
Sites and libraries that mirror matters
Every matter mirrored into SharePoint sites and libraries near real time, in a structure your document team recognises.
Two-way sync, not a scheduled copy
An edit made in SharePoint lands back on the matter, and the reverse, without a person copying files. Filevine stays the record; SharePoint gets a live working copy.
A conflict rule you choose
Last writer wins, Filevine authoritative, SharePoint authoritative, keep both versions, or manual review in a queue. No silent overwrites.
Permissions and access
Microsoft Graph with Azure AD per-tenant consent, not a firm's own credentials. SOC 2 Type 2 controls apply.
Migration and backfill
Existing documents brought across and verified before the webhooks take over. Firms moving onto Filevine at the same time get one project, not two vendors.
Proof, not a status light
A log of every sync event, a queue of anything that conflicted, a retry history and volume over time. What your auditor asks for.
How setup runs
Nothing moves until you say so.
Setup call
Your case management structure, your SharePoint sites and libraries, your backfill volume and the conflict policy you want.
Mirror
Your current matter structure copied into a fresh SharePoint location, or mapped with exceptions per matter type.
Backfill and switch on
Existing documents brought across and verified, then the webhooks take over.
Run
The dashboard shows sync health, volume and the conflict queue; every event is in the audit trail.
Extend
OneDrive, Dropbox and Google Drive can be added as connectors later.
What two-way actually requires
If you are evaluating options, these are the four things that separate a real integration from a file copier. Ask about all of them.
- Conflicts decided by a rule the firm chooses, never a silent overwrite
- Loops prevented by sync-source metadata on every write, not patched with delays and retry caps
- Names and paths handled: a name over Filevine's 250-character path limit is shortened to fit while the original is kept and queryable
- A log of every sync event, a conflict queue, a retry history and volume over time
- Near real time off webhooks, a 5-minute polling fallback, a nightly reconciliation sweep across every matter
- Microsoft Graph with Azure AD per-tenant consent; SOC 2 Type 2 controls apply
Book a setup call
Bring your matter structure and your SharePoint sites. We will scope the mirror, the backfill and the conflict policy, and quote the subscription for your firm.