OneDrive Integration for Law Firms
Client uploads filed into your firm's OneDrive
Quilia's OneDrive integration files every document a client uploads into your firm's OneDrive, in a folder per client. Photos, records and signed documents land in your own Microsoft 365 account, next to the files your team already works from.
Client uploads land in your OneDrive automatically
How Does Quilia's OneDrive Sync Work?
A firm admin connects OneDrive once, from Settings in Quilia, by signing in with the Microsoft 365 work account your team shares files from. After that, every document a client uploads to Quilia is copied into that OneDrive, in a Quilia folder with one folder per client. Nobody downloads and re-uploads anything.
Because the files live in your own Microsoft 365 account, they stay under the policies your IT team already runs, and you share them the way you share everything else in OneDrive.
OneDrive works alongside your case management system, like Clio, Filevine or Smokeball. Case updates go to your case management system, and documents also land in OneDrive. Keep client files in a shared SharePoint site instead? See the SharePoint integration.
What Can You Do With the OneDrive Integration?
Automatic Document Filing
Every document a client uploads through Quilia is copied into OneDrive. Your team finds it where they already look, with no manual export.
Organized by Client
Quilia keeps a folder for each client inside a Quilia folder in your OneDrive, so a client's documents are always in one place.
Stays in Your Account
Files land in your firm's own Microsoft 365 account and follow the retention and sharing rules your IT team already set.
Quick Setup
Connecting takes one Microsoft sign-in. Quilia asks only for access to that account's own files, which most firms can approve without their Microsoft 365 admin.
Transform Your Legal Practice with our Integration
- Automate treatment reminders and reduce administrative burdens.
- Schedule appointments and automate reminders to reduce no-shows.
- Facilitate seamless communication between legal teams and clients.
- Securely manage and sign documents online.
- Empower clients with self-service tools to manage their treatment and case progress.
Client documents where your firm already works. Quilia keeps clients informed, OneDrive keeps the files.
Want to see it with your own setup? Request a demo to see how Quilia's OneDrive integration works with your case management system.
OneDrive Integration FAQs
Common questions about using Quilia with Microsoft OneDrive
How does the OneDrive integration work with Quilia?
A firm admin signs in with a Microsoft 365 work account from Settings in Quilia. From then on, every document a client uploads to Quilia is also filed into that OneDrive, in a Quilia folder with one folder per client.
Whose OneDrive do the documents go to?
The OneDrive of the Microsoft account that connected it. Connect the account your team already shares client files from, and share its Quilia folder with your staff the way you share anything else in OneDrive.
Does OneDrive work with a personal Microsoft account?
Not yet. It works with Microsoft 365 work and school accounts (OneDrive for Business), which is what law firms use.
Do I need my Microsoft 365 admin to connect it?
Usually not. Quilia asks only for access to the signed-in account’s own files. Some firms require an admin to approve any new app; if yours does, Microsoft shows a request your admin can approve.
What is the difference between OneDrive and SharePoint?
OneDrive files documents into one account’s OneDrive. SharePoint files them into a shared team site and library you pick. Connect whichever your firm already keeps client files in, or both.
What cloud storage integrations does Quilia support?
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.
Do I need a cloud storage integration?
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.
Can I use multiple cloud storage providers?
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.
What happens if my cloud storage is full?
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.