Dropbox Frequently Asked Questions

When clients upload documents through Quilia, those files are automatically synced to your connected Dropbox account. This happens in real-time, so your Dropbox always has the latest client documents without any manual work from your team.

Yes. Quilia uses a dual-write model, meaning documents are stored in both Quilia and Dropbox simultaneously. This gives you redundancy and flexibility: access files from your case management workflow in Quilia or through Dropbox's familiar interface.

Absolutely. The Dropbox integration works alongside your CMS integration. Case data flows to your case management system (Clio, Filevine, etc.) while documents sync to Dropbox. You get the best of both worlds.

Each client gets their own folder in your Dropbox, making it easy to find what you need. You choose where those folders live and how they are named, to match your firm's preferences.

Yes. All data transmission between Quilia and Dropbox is encrypted. We use Dropbox’s official API with OAuth sign-in, so Quilia never sees your Dropbox password, and the access Dropbox grants is stored encrypted. Documents are protected with the same enterprise-grade security Dropbox provides to its business customers.

Yes. Once documents sync to Dropbox, you can use Dropbox's built-in sharing features to give team members access to specific case folders. This makes collaboration easy using tools your team already knows.

Quilia syncs client uploads to Dropbox, Microsoft SharePoint, Microsoft OneDrive, or Google Drive. These storage integrations work alongside your CMS integration to give you complete control over where your documents live.

No, cloud storage integrations are optional. Documents uploaded through Quilia are always stored securely in Quilia itself and synced to your CMS. The cloud storage integration is for firms who want additional backup or prefer accessing documents through their existing cloud storage workflow.

Yes. Connect as many as your firm uses, and every client upload is filed into each of them. The Activity page in Quilia shows where each file landed, and lets you retry one that did not make it.

Your documents stay safe in Quilia, so you won't lose any files. Uploads that couldn't be saved to your cloud storage show as failed on the Activity page in Quilia, and once you free up space or upgrade your storage plan you can retry them from there.