SharePoint Integration for Law Firms
Sync client documents to your Microsoft 365 tenant
Quilia's SharePoint integration automatically syncs client-uploaded documents to the SharePoint site your firm already uses. Photos, medical records, and signed documents land in your own Microsoft 365 tenant, under your existing IT policies, retention rules, and access controls.
Documents sync automatically to your SharePoint site
How Does Quilia's SharePoint Sync Work?
Connect Quilia to your Microsoft 365 tenant once, and every document your clients upload through Quilia flows into the SharePoint document library you choose. No manual downloads, no extra steps for your team. Launched in portal v2026.4.0, see the April 15 release notes.
Because the documents live in your own tenant, they stay governed by the policies your IT team already runs: conditional access, retention, DLP, eDiscovery, and the sharing rules you've already configured for the rest of the firm.
The SharePoint integration works alongside your CMS integration with Clio, Filevine, or MyCase. Case data flows to your case management system while documents land in SharePoint, exactly where your firm expects to find them.
Key Features of Quilia's SharePoint Integration
- Real-time sync:Documents appear in SharePoint as soon as clients upload them
- Your tenant, your rules:Files live inside your Microsoft 365 tenant under your existing compliance and retention policies
- Case-based organization:Each case gets its own folder, created automatically in the library you pick
- CMS compatible:Works alongside Clio, Filevine, MyCase, and other integrations
- Enterprise authentication:Signs in through Microsoft Entra ID (formerly Azure AD) with OAuth 2.0, no credentials stored by Quilia
- Familiar collaboration:Share and co-author case documents using the SharePoint and Microsoft 365 tools your firm already uses
What Can You Do With SharePoint Integration?
Automatic Document Sync
Every document your clients upload through Quilia syncs to SharePoint instantly. Your team sees the same files in both places, with no manual export.
Stays in Your Tenant
Documents land inside your own Microsoft 365 tenant, so they inherit your firm's compliance, retention, and DLP policies, the same ones IT already audits.
Organized by Case
Each case gets its own folder, named for the client, inside the SharePoint site and library you choose. Your staff find everything in one place, in the Microsoft 365 tools they already use.
Microsoft 365 Collaboration
Co-author in Word, mark up PDFs, and share case folders using the Microsoft 365 tools your team already lives in, with no new sharing model for anyone to learn.
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 handles intake and case management, SharePoint handles storage and collaboration.
Ready to bring case documents into your Microsoft 365 tenant? Request a demo to see how Quilia's SharePoint integration works with your existing case management system.
SharePoint Integration FAQs
Common questions about using Quilia with Microsoft SharePoint
How does the SharePoint integration work with Quilia?
Connect Quilia to your Microsoft 365 tenant through Microsoft Entra ID (OAuth), and every document your clients upload through Quilia is synced to the SharePoint document library you choose. Your staff sees the same files in both places, and your team keeps using the SharePoint tools they already know.
Where do the documents actually live?
Inside your own Microsoft 365 tenant. Quilia writes files into the SharePoint site and library you select, so documents inherit your firm’s retention, DLP, conditional access, and eDiscovery policies, the same policies IT already audits for the rest of your Microsoft 365 data.
Do I need a special SharePoint plan?
Any Microsoft 365 plan that includes SharePoint Online works (Business Standard, Business Premium, E1, E3, E5, etc.). You’ll need an administrator to authorize the Quilia app in your tenant once during setup.
How is authentication handled? Does Quilia store my credentials?
No. Sign-in happens through Microsoft Entra ID using OAuth 2.0, so Quilia never sees or stores your Microsoft 365 password. Your IT admin can revoke Quilia’s access at any time from the Microsoft 365 admin center.
How are case documents organized in SharePoint?
Each case gets its own folder, named for the client, inside the SharePoint site and library you choose. Every file the client sends lands there, ready for your team. Records a medical provider sends go in a separate folder for that provider.
Can I use SharePoint alongside a CMS like Clio or Filevine?
Yes. The SharePoint integration runs alongside your CMS integration. Case metadata continues to flow into Clio, Filevine, MyCase, or whichever case management system you use, while documents land in SharePoint.
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.