MatterOrbit is a secure, near-real-time, bi-directional sync between Filevine and SharePoint, OneDrive, Dropbox, or Google Drive. Below is exactly how it works, and the engineering that stands behind it.
Save a file once. Watch it land in the right matter, in the right folder, on the other side.
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 →A document edited in Filevine updates in SharePoint, OneDrive, Dropbox, or Google Drive. A document edited in your storage updates back in Filevine. Sync runs near real time off webhooks, with a 5-minute polling fallback and a nightly reconciliation sweep so nothing drifts.
When the same document changes on both sides, 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, OneDrive, Dropbox, or Google Drive wins. Use it when your team drafts in storage.
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 is tagged with sync-source metadata. When the inbound webhook for that write arrives, it short-circuits instead of bouncing back. That single design choice removes the infinite-loop trap that breaks Zapier and Workato setups above a low document count.
Filevine caps document paths at 250 characters. MatterOrbit renames and truncates intelligently to stay inside that limit, while preserving the original full file name in the middleware so nothing is lost and the document is still findable.
Every change runs the same five stages, so behavior is predictable and every result is provable.
A change is caught by webhook or by the 5-minute poll.
Content hash and last-modified are compared with the state table.
Any conflict is settled by the firm's chosen policy.
The file moves through secure S3 staging via Filevine's 3-step upload.
A hash match confirms the destination, then the audit record is written.
Every document and every sync event is logged. Failed operations retry with exponential backoff. Your dashboard shows live sync health, daily volume, the conflict queue, and a full, exportable audit trail. When a client or an auditor asks what happened to a file, you have the answer.
MatterOrbit uses Filevine’s official partner API (v2) with the 3-step S3 upload, Microsoft Graph, the Google Drive API, and Azure AD per-tenant consent. Because it runs on the sanctioned partner API, it gets dedicated, elevated rate limits rather than borrowing a firm’s own key. Credentials live in a per-tenant encrypted vault using AES-256. Each firm gets its own rate-limit bucket, so one firm can never starve another.
Book a setup call and we will walk the pipeline against a sample of your real Filevine documents.