Microsoft Onedrive INTEGRATION

From Clio Manage to Microsoft One Drive, seamlessly automate your cloud storage

Simplify your cloud storage through our One Drive integration with Clio Mange that automatically creates a Matter folder and templated folders for you right in your One Drive.
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Join the growing list of law firms automating their workflows
Microsoft One Drive and Clio Manage integration
Folder creation in your One Drive

Integration Details

Our One Drive integration automatically creates templated folders for all your new matters. We unify your matter creation and document storage, leaving you with no need to switch between different applications to complete tasks.
Trigger - when this happens
New matter is created
When a new matter is created inside Clio Manage
Filter - automatically filter
Find the client folder in One Drive
The correct contact folder inside One Drive is automatically identifed
action - then do this
create set of new folders
New folders inside the correct matter or contact folder or sub-folders are created.
action - and this!
Watch new files inside folder
If a new file is uploaded, automation can do any other action, like create a calendar event
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
As a Certified Clio Partner, we've designed automations that connect directly to Clio that you can trust.
integrate with stuff

Get more out
of your existing legal tools

LegalMate integrates with any legal and general business software you use for your firm including Office 365, Outlook, Clio Manage,Clio Grow, Gmail, Dropbox, MyCase, Acuity, Dialpad, Lawmatics and more.
Frequently asked questions

You should have questions

Do I have to set it up myself?

No, you do not. We've designed our pre-built automations to be implemented within your firm seamlessly and effortlessly. Once we set it up together, there should be little to no management required going forward.

How long does it take to set up?

To make sure you have a seamless and easy experience, we'll schedule a 15 minute call to help you set up your automation. After the call, you'll be all set up and we will be available for help if needed!

What type of Microsoft plan do I need?

You will need to be using Microsoft365.

Do I need to have set up the Clio and Microsoft integration?

Yes. We piggy back on top of the Clio and Microsoft integration. If you do not currently use this integration right now, we can still set up this automation on our side.

Can I customize different types of folders created in the automation?

Yes, we can create different types of folders and subfolders however you would like them to be set up.

What happens if there is a problem?

We have a number of checks and balances to ensure your automation will run smoothly. However, in the case that you are needing any type of support, you'll have the CEO's personal phone number you can contact. We really mean that.

What if I want to customize this automation?

Then you're in the right place. Our team builds custom automations for 100's of law firms - reach out and we can design an automation custom to your needs.

Automation is for you if...

You’re overwhelmed with the number of cases you have on the go at any given time.
You’re behind or always worried about sending status updates to your clients.
You’re unsure if your immigration forms are accurate and how to identify the mistakes.
You lose repeat clients when they reach new immigration milestones because you don’t have a great way to track cases
You feel like your cases could be moving faster.
You’re worried about your clients missing future opportunities.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
“Our firm hired LegalMate to create an essential workflow automation for different immigration fillings, submitted applications and various essential notices. Before the automation, this was all done manually. LegalMate has automated it all!
Karen Jones
KW Law
Increase efficiency and profitability with bespoke automations and made-to-measure solutions to help you scale.
Solutions
Client IntakeBilling automationClient managementCase typesClient Referrals
Use Cases
ImmigrationEvictionBankruptcyFamily law
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