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Filevine + OneDrive

Two-way Filevine to OneDrive document sync

MatterOrbit keeps Filevine matters and OneDrive folders aligned, both directions, near real time. Filevine stays your system of record. OneDrive gets a live copy that follows the same folder structure your team already uses.

Listed in the Filevine marketplace

MatterOrbit is a certified Filevine integration, listed in the Filevine marketplace and built on Filevine’s official partner API. Filevine stays your system of record while every matter stays mirrored, both directions, in the storage your firm already uses.

How the Filevine integration works →
How it works

Filevine projects map to OneDrive folders

Each Filevine project maps to a folder in OneDrive, personal or shared, and the folder structure inside a matter is preserved exactly as it exists in Filevine. Edit a document in Filevine and it updates in OneDrive. Edit it in OneDrive and it updates back in Filevine.

Sync runs near real time off webhooks, with a 5-minute polling fallback and a nightly reconciliation sweep. MatterOrbit connects through Microsoft Graph, the same connection model used for SharePoint.

Near real time
Webhook-driven
5 min
Poll fallback
Nightly
Reconciliation sweep
Two-way sync loop between Filevine and OneDrive, shown as an indigo ring and a Microsoft-blue ring joined by bidirectional arrows
Conflicts, loops and proof

Five conflict strategies, no silent overwrites

When the same document changes in Filevine and OneDrive at once, MatterOrbit applies the policy your firm chose, and records what it did.

01

Last-writer-wins default

The most recent change is kept. Predictable, and right for most matters.

02

Filevine-authoritative

Filevine always wins a tie. Use it when Filevine is your system of record.

03

OneDrive-authoritative

OneDrive wins a tie. Use it when your team drafts in OneDrive.

04

Version-both

Both versions are kept. The loser is renamed, so no work is ever lost.

05

Manual review

The conflict lands in a queue in your dashboard for a person to settle.

Loop prevention

Every write MatterOrbit makes into OneDrive carries sync-source metadata. The inbound webhook for that same write is recognized as MatterOrbit's own change and short-circuits, instead of bouncing back to Filevine. That is what keeps a OneDrive sync from looping the way Zapier and Workato setups can.

Smart rename

Filevine caps a document path at 250 characters. MatterOrbit renames and truncates a long OneDrive file or folder name to fit, while keeping the original full name in the middleware so the document stays findable.

Hash-verified, and provable

Every OneDrive sync event runs the same five stages: detect, diff, resolve, transfer, verify. A hash match confirms the transfer before the audit record is written. Failed operations retry with backoff, and your dashboard shows sync health, volume, the conflict queue, and a full audit trail.

Who it is for

A natural fit alongside, or instead of, SharePoint

Attorneys who work out of personal OneDrive

Many attorneys keep working files in their own OneDrive rather than a shared library. MatterOrbit keeps that folder aligned with the matter, both directions, with no manual copying.

Firms standardized on Microsoft 365

If your firm runs on Microsoft 365, OneDrive is often the simplest place to start, ahead of a full SharePoint rollout, with the same conflict rules and audit trail.

Firms that want an off-platform copy of every matter

A continuously updated OneDrive copy of every matter document gives your firm a working backup outside Filevine, with no separate export step.

Getting started

Set up the OneDrive connector

Every firm starts with a setup call. We scope your OneDrive folders, your backfill volume, and the conflict policy your firm wants, before billing begins.

Standard-mirror setup, an exact copy of your current Filevine structure into a fresh OneDrive location, is the simplest setup. One connector is bundled in every plan, and OneDrive is one of the four you can start with. Pricing is one monthly subscription quoted for your firm after the setup call; request pricing and we reply within one business day.

Other destinations

Sync Filevine somewhere else

MatterOrbit runs the same conflict rules, loop prevention, and audit trail on every connector.

Filevine SharePoint sync  ·  Filevine Dropbox sync  ·  Filevine Google Drive sync  ·  All Filevine integrations

FAQ

OneDrive sync questions

Does MatterOrbit sync personal OneDrive, shared OneDrive, or both?

Both. MatterOrbit syncs individual and shared OneDrive folders, aligned with the matching Filevine project in each direction.

How fast does a change in Filevine show up in OneDrive?

Most changes land near real time through webhooks. If a webhook is missed, a 5-minute poll catches it, and a nightly reconciliation sweep checks everything else.

What happens if the same file changes in Filevine and OneDrive at once?

MatterOrbit applies the conflict policy your firm chose: last-writer-wins by default, or Filevine-authoritative, OneDrive-authoritative, version-both, or manual review.

Can we run OneDrive and SharePoint at the same time?

Yes. Each connector is an add-on to your plan. Many firms start with one connector and add the other later as needs change.

Is setup included, and do you use our own Microsoft credentials?

Standard-mirror setup, mirroring your current Filevine structure into a fresh OneDrive location, is the simplest setup and is scoped on the call. MatterOrbit connects via Microsoft Graph with Azure AD per-tenant consent, not a firm's own key.

Ready to see it on your own matters?

Book a setup call and we will walk the pipeline against a sample of your real Filevine documents.