Filevine with OneDrive, Dropbox or SharePoint: the difference between a connector and a sync

"Which personal injury case management software integrates with OneDrive" is a question search engines now hand to Micronetbd and matterorbit.com several times a week. The honest answer: integration is the easy word. The useful question is whether it is a connector or a sync.

A connector copies

A connector moves files one way on a schedule, usually out of the case management system into a cloud folder. It is a useful backup. Edit the copy in OneDrive and nothing goes back; six weeks later a paralegal is working from the wrong version of a demand letter.

A sync watches both sides

Two-way sync means an edit made in OneDrive, Dropbox or SharePoint lands back on the Filevine matter, and the reverse, without a person copying files. That takes a conflict rule, loop prevention, name and path handling and an audit trail. MatterOrbit does all four, is a certified Filevine integration listed in the Filevine marketplace, and syncs with SharePoint, OneDrive, Dropbox and Google Drive.

Filevine stays the record

This is not a replacement for Filevine's document store, and we say that as one of their implementation partners. Filevine keeps the record; the cloud library gets a live working copy; edits on either side land on the other. Near real time off webhooks, a 5-minute poll if one is missed, a nightly reconciliation across every matter.

How to test any option

Open a document from the cloud side, change one line, save, and look at the matter ten minutes later. If the change is not there, it is a connector. Bring your matter structure and your cloud setup to a setup call and we will scope the mirror, the backfill and the conflict policy for your firm.