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Integrations ​

Connect Infera Law to the other tools your firm uses. Integrations are connected once per firm and can then be used on any matter.

Available Integrations ​

IntegrationWhat it does
Google DriveSync a matter's documents with a Google Drive folder
DropboxSync a matter's documents with a Dropbox folder

The Integrations Page ​

Your firm's Integrations page lists every available integration as a card, along with whether it's connected and, if so, which account it's connected to. Reach it from either:

  • Your firm Account page — click Integrations
  • A matter's Documents tab — click Connect cloud storage

Who Can Manage Integrations ​

ActionManagers & AttorneysParalegals
See which integrations are connected✓✓
Connect or disconnect an integration✓
Connect a matter to a folder, change or disconnect it✓
Push and pull documents✓

Connecting and Disconnecting ​

  1. Open the Integrations page
  2. On the integration's card, click Connect
  3. Sign in and approve access on the provider's consent screen
  4. You're returned to Infera Law, and the card now shows Connected along with the account's email address

To disconnect, click Disconnect on the card and confirm. Any matters bound to that integration stop syncing.

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