¶ 1. Overview
The Document Manager feature allows law firms to organize and access all client‑related documents directly from LawPractica. Firms can map a document folder for each client using:
- Local computer storage
- Network/shared drives
- OneDrive
- Dropbox
- Google Drive
Once mapped, users can open, view, and manage documents without leaving the platform.
This feature centralizes document access, improves workflow efficiency, and ensures all client files remain organized and easy to locate.
¶ 2. Key Benefits
¶ Centralized Document Access
All client documents are accessible from one place inside the Client Detail workspace.
¶ Flexible Storage Options
Supports local and cloud storage, allowing firms to use their preferred document system.
¶ No Extra Cost
All integrations (OneDrive, Dropbox, Google Drive) are included with LawPractica — no add‑ons or subscription upgrades required.
¶ Improved Workflow
Documents stay linked to the correct client, reducing errors and improving productivity.
¶ 3. Mapping a Document Folder
Users can map a document folder to a client using any supported storage option.
¶ Supported Mapping Options
- Local Drive (e.g., C:\ClientFiles\)
- Network Drive (shared office folders)
- OneDrive
- Dropbox
- Google Drive
¶ How Mapping Works
- Open Document Manager from the client’s profile.
- Select Map Folder.
- Choose the storage type (Local, Network, OneDrive, Dropbox, Google Drive).
- Browse and select the folder.
- Save the mapping.
Once mapped, the folder becomes the default document location for that client.
¶ 4. Viewing and Managing Documents
- After mapping, users can:
- Open documents directly
- Add new files to the mapped folder
- Organize documents using subfolders
- Rename or update files
- Access documents from any device connected to the storage provider
LawPractica does not store the documents itself - it provides a secure link to the mapped folder.
¶ 5. Cloud Storage Integrations (Included at No Extra Cost)
LawPractica supports seamless integration with:
¶ OneDrive
- Syncs documents across all devices
- Supports firm‑wide shared libraries
¶ Dropbox
- Ideal for firms already using Dropbox for collaboration
¶ Google Drive
- Supports shared drives and personal drives
¶ Important Note
All these integrations are built‑in and included with LawPractica. Users do not need to purchase any add‑ons or upgrades to use cloud storage.
Your “Read More” section can highlight this benefit clearly.
¶ 6. Read More: You Already Have These Features
LawPractica includes full support for:
- Local and network drive mapping
- OneDrive integration
- Dropbox integration
- Google Drive integration
There are no additional fees, no premium tiers, and no hidden charges. Firms can use any storage option that fits their workflow — all included.
This ensures flexibility and cost‑efficiency for firms of all sizes.
¶ 7. Security & Access Control
Document Manager respects the firm’s existing storage permissions.
¶ Security Behavior
- Users only see folders they have access to
- Cloud storage permissions are controlled by the provider
- LawPractica does not store or duplicate documents
- Access is read‑only or read/write depending on the mapped folder permissions
This ensures compliance with firm policies and client confidentiality requirements.
¶ 8. Integration with Other Features
Document Manager integrates with:
- Client Detail – Documents linked to the correct client
- Email Manager – Attach documents when sending invoices or communications
- Tasks – Link documents to tasks or workflows
- Vendor Centre – Store vendor‑related documents
- Contact Centre – Store contact‑related files
This creates a unified document ecosystem across the platform.
¶ 9. Summary
The Document Manager feature provides a flexible, powerful way to organize and access client documents using local or cloud storage. With support for OneDrive, Dropbox, Google Drive, and network drives — all included at no extra cost — firms can maintain a consistent, efficient, and secure document workflow directly within LawPractica.