What You Get With This Integration
- Sync contacts, companies, and matters files from Lawmatics into OneDrive
- Continuous 2-way sync between Lawmatics and OneDrive files
- Users have the option to unsync a file from OneDrive
Integration Feature Details
Folders created in OneDrive
A new folder will be created in your OneDrive account for your Lawmatics matters/contacts. Additionally, any custom folders that you have created within a particular matter in Lawmatics will also be created within that root folder.
Automatic sync
When files are saved in Lawmatics they will automatically be synced into the proper folder in OneDrive. With the two-way sync capabilities of this integration, any files uploaded into OneDrive will also automatically be saved in the appropriate Lawmatics matter as well.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the OneDrive business outcome with your intake and matter workflow.
- Map data fields and ownership between systems before any automation is enabled.
- Configure sync triggers, guardrails, and notifications for edge-case handling.
- Run staged QA with real scenarios and sign-off criteria from operations leadership.
- Publish SOPs and assign ongoing ownership for changes, monitoring, and resyncs.
QA and Handoff Controls
QA Checklist
- New records appear in the destination tool with required fields populated.
- Updates sync correctly without creating duplicates or overwriting approved values.
- Failure states are logged and routed to a named owner.
- Reporting views match expected counts before and after go-live.
Common Handoff Risks
- Unmapped or renamed fields can silently break downstream automations.
- Inconsistent ownership creates delays in triage when sync issues appear.
- Missing QA gates can push bad data into reporting and billing workflows.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the OneDrive + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Keep critical folders and files up to date in both Lawmatics and OneDrive. Upon activation of this integration, 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.
Supplemental Guidance
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.