MatterOrbit mirrors every Filevine matter into SharePoint document libraries, both directions, near real time. Filevine stays your system of record; SharePoint gets a live, working copy.
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 →Each Filevine project maps to a SharePoint site and document library. Folder structure inside a matter is preserved exactly. Edit a document in Filevine and it updates in SharePoint, and back again.
Sync runs near real time off webhooks, with a 5-minute polling fallback and a nightly reconciliation sweep. MatterOrbit connects through Microsoft Graph with Azure AD per-tenant consent, not a firm's own credentials.
When the same document changes in Filevine and SharePoint at once, MatterOrbit applies the policy your firm chose, and records what it did.
The most recent change is kept. Predictable, and right for most matters.
Filevine always wins a tie. Use it when Filevine is your system of record.
SharePoint wins a tie. Use it when your team drafts in SharePoint.
Both versions are kept. The loser is renamed, so no work is ever lost.
The conflict lands in a queue in your dashboard for a person to settle.
Every write MatterOrbit makes into SharePoint carries sync-source metadata. The inbound Microsoft Graph 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 SharePoint sync from looping the way Zapier and Workato setups can.
Filevine caps a document path at 250 characters. MatterOrbit renames and truncates a long SharePoint file or folder name to fit, while keeping the original full name in the middleware so the document stays findable.
Every SharePoint 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.
Your team already works in SharePoint, Teams, and Outlook. MatterOrbit gives every matter a live SharePoint mirror, so no one waits on a manual file move.
Different practice groups keep their own SharePoint sites and libraries. MatterOrbit maps each Filevine project to the right one, so structure and permissions stay intact.
A continuously updated SharePoint copy of every matter document gives your firm a working backup outside Filevine, with no manual re-uploading.
Every firm starts with a setup call. We scope your SharePoint sites and libraries, 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 SharePoint location, is the simplest setup. One connector is bundled in every plan, and SharePoint is the connector most firms start with. Pricing is one monthly subscription quoted for your firm after the setup call; request pricing and we reply within one business day.
MatterOrbit runs the same conflict rules, loop prevention, and audit trail on every connector.
Filevine OneDrive sync · Filevine Dropbox sync · Filevine Google Drive sync · All Filevine integrations
No. Filevine stays your system of record and SharePoint stays your Microsoft 365 file store. MatterOrbit is the sync layer that keeps documents current in both places, both directions.
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 so nothing drifts.
MatterOrbit applies the conflict policy your firm chose: last-writer-wins by default, or Filevine-authoritative, SharePoint-authoritative, version-both, or manual review.
No. MatterOrbit connects through Filevine's official partner API and Microsoft Graph with Azure AD per-tenant consent, not a firm's own key, so it runs on dedicated rate limits instead of borrowing yours.
Standard-mirror setup, mirroring your current Filevine structure into a fresh SharePoint library, is the simplest setup and is scoped on the call. One connector is bundled in every plan; add OneDrive, Dropbox, or Google Drive at any time.
Book a setup call and we will walk the pipeline against a sample of your real Filevine documents.