Lawcus provides seamless integration with Google Drive, enabling you to manage your files and documents effortlessly within the Lawcus platform. With this integration, you can easily drag and drop files from your computer directly into Lawcus, ensuring that they are automatically synced to your Google Drive account. Additionally, you can create and view files and folders in Lawcus just as you would in the Google Drive app, eliminating the need to switch between platforms.
You first need to approve the Google Drive app to enable it. Follow this article to understand it better.
Steps to Enable Google Drive
Setting up the Google Drive integration in Lawcus is quick and easy. Just follow these steps:
Click on your
User Avatarat the top right corner. From the dropdown menu, selectSettings, then clickApps & Integrations.Choose
Files Integrationfrom the available options.Click on the
Enablebutton next to Google Drive.
Enter your
Google credentialsorSign Inusing Google when prompted and follow all the instruction, and allow as per the requirement.Once the integration is complete, Lawcus will create a dedicated tab on the matter details screen, prominently displaying the familiar
Google Drive Logo. You can effortlessly upload new documents from this tab or conveniently access existing documents related to a specific matter. Lawcus automatically organizes your documents by creating a dedicated folder for each matter in your Google Drive account, using the Matter Number as the folder name.
With Lawcus' Google Drive integration, managing your files and documents is easy. This seamless experience ensures that all your essential information is easily accessible and securely stored within the platform.
FAQ Section
FAQ1: Who can enable the Google Drive Integration?
Answer: Only the Owner of the Organization is authorized with the access to enable the integration.
FAQ2: Can more than one user have an "Owner" role designation?
Answer: An account can't have multiple owners. The owner is the only user who has authorization to set up integrations with GDrive, and has the ability to remove other admins from the team and change their roles.
FAQ3: Can I preserve files for closed matters in the Lawcus folder on Google Drive?
Answer: Yes, you have the option to maintain an organized archive of closed matters within Lawcus on Google Drive. You can create a dedicated 'Closed Matters' folder and manually move the files associated with closed matters into this folder for convenient storage and future reference.
FAQ4: Can I prevent the automatic creation of Google Drive folders for leads or potential matters?
Answer: Currently, we do not offer the functionality to disable the automatic creation of Google Drive folders for leads or matters. Please note that the system will generate these folders as a standard process. If you find that these folders are not required, you can delete them manually.
FAQ5: Where are my documents saved if I upload them to the Files tab instead of using Google Drive?
Answer: Documents uploaded to the Files tab are stored directly in Lawcus and will only be accessible within the platform. They are not saved to Google Drive or any other external file storage system.