In this guide, we’ll walk you through how to set up and start using the Google Drive integration within Legalboards. Keeping files attached to matters (or cards in Legalboards), can be difficult. File management is often the key to staying organized so you can continue to be productive.
Our new Google Drive integration allows you to access your files within your Google Drive in your Legalboards account. Now, you can access your files in real-time. As well, thanks to the automatic syncing between the Drive and Legalboards, it’s easy to keep matters on track. Even if you’re sending a file found inside a matter, the file is synchronized to reflect any changes made.
If you’re more of a visual learner, check out our video guide below, or on YouTube. If you need more explanation on how to get started within Legalboards, check out our support portal for more help.
Integrating Google Drive with Legalboards
In Legalboards, we’re going to find the “Settings” icon on the left of the screen and select it. In the sub-menu that will appear, we’ll then select “Extensions”. We’ll then be taken to our collection of extensions where we’ll select the free Google Drive integration to be added.
When you select the Drive, you’ll see an overview of what it looks like while in use within Legalboards. From here, we’re going to select the “Install Now” button to add the Drive to our account.
A confirmation pop-up will appear to make sure that we want to add the Drive to our account and once we’ve confirmed, we’ll need to authorize Google Drive. This is very simple, we’re just going to select the Google Account we want to connect and sign-in. From here, we’ll see what Legalboards can access in your drive (i.e. see, edit, create and delete files within the Drive, viewing pictures, etc.).
After allowing Legalboards to access our Google Drive, the plug-in will be installed. From this screen showing the successful installation, we’ll go to our boards.
What Does the Integration Looks Like Within Legalboards?
Now that the Drive has been successfully added, we’ll take a look at how it works within Legalboards. We’ll click on a card (matter) and an overview of that card will appear. From the card’s sub-menu, we’ll select the “Documents” option to see any associated files with the matter.
In our example, we have three associated files with the card. This screen tells us the name of those files, where they came from (i.e. Clio in our example), the date they were created, and allow us to delete files. We also can use the “Upload Now” button to upload new files- which we’ll do now.
In the sub-menu that will appear we can now select “Google Drive” as a source and select which files from the Drive we want then save. Now we can see four files- three from Clio and one from Google Drive.
What Does This Look Like Within Google Drive?
So we know what the integration will look like within Legalboards, but what about in our Drive? As seen below, a folder called “LegalboardsDocuments” will have a sub-folder called “Matters”. When we select this, folders for associated matters will be created with the same name they have in Legalboards.
Within that matter’s folder, the associated files they are connected to will be in the Drive and will be updated to reflect any changes made in Legalboards.
Didn’t find what you needed? Check out our support portal, contact our team, or check out our other resources for help using Legalboards.
