Your Cases. Your Files. Perfectly In Sync.
CaseSync automatically bridges your Filevine projects with your firm's cloud storage — Dropbox, Google Drive, Amazon S3, and more. Pleadings, discovery, correspondence — all synced bidirectionally, in real time.
Works with your preferred storage provider
Three steps. That's it.
Get your firm up and running in minutes. Watch the full flow below — connect, tag, sync.
Full visibility into every case
The CaseSync Dashboard gives your practice real-time insight into every project sync — which cases are active, which are syncing, and which are queued. No guesswork, no black boxes.
| Name | Status |
|---|---|
Garcia, Maria 3847201 | Active |
Thompson v. Westfield Medical Grp. 3856294 | Syncing |
In re: Estate of Harold Whitmore 3884510 | Active |
Rodriguez, Carlos 3901847 | Pending |
Bennett v. Tri-State Insurance Co. 3920415 | Active |
Purpose-built for legal
Built for how law firms actually work
Your attorneys, paralegals, and staff shouldn't have to change their workflow. CaseSync fits into the tools your firm already uses.
True Bidirectional Sync
Pleadings filed from Dropbox appear in Filevine instantly. Medical records uploaded to Filevine land in your shared drive. Changes flow both ways automatically — no manual copying, no version confusion.
Real-Time, Event-Driven Sync
Powered by webhooks from both Filevine and your storage provider — not batch jobs or polling. When opposing counsel sends a last-minute filing, your team has it everywhere within seconds.
Enterprise-Grade Security
TLS encryption in transit, OAuth 2.0 authentication, zero document retention, and full audit logs. Built for privileged work product.
Multi-Provider Support
Connect Filevine to Dropbox, Google Drive, Amazon S3, Box, or OneDrive. One platform, any storage provider your firm uses.
Full Folder Hierarchy
Discovery, Pleadings, Correspondence — your entire subfolder structure syncs intact, not just top-level files.
Automatic Retry & Monitoring
Failed transfers retry automatically. Your live dashboard flags anything needing attention before a hearing or deadline.
Your client data is never at risk
CaseSync was designed from day one around attorney-client privilege and ethical obligations. No document contents are ever stored on our servers.
Encryption In Transit
All data is encrypted in transit using TLS 1.2+ between your storage provider, CaseSync, and Filevine.
No Document Content Stored
CaseSync does not persist your document contents. Files are transferred between your connected services and nothing is retained after the sync completes.
SOC 2 Compliant
Full audit logging of every sync operation. OAuth 2.0 authentication means we never touch your passwords. Built to meet the compliance requirements of regulated industries.
Client spotlight
Results from the field
How one firm transformed their document workflow with CaseSync.
We used to have the same files in Filevine and Dropbox and honestly, half the time nobody knew which version was current. Someone would update a demand letter in one place and forget the other. Now everything just stays in sync — one source of truth. We don't even think about it anymore, which is exactly the point.
FAQ
Common questions
CaseSync never stores your document contents. Files are encrypted in transit using TLS 1.2+ and transferred directly between Filevine and your storage provider. We maintain full audit logs and use OAuth 2.0 so we never touch your passwords.
Our team provides personalized setup support for every firm. You connect your Filevine account and storage provider through a guided onboarding process, and syncing starts as soon as configuration is complete. We handle the heavy lifting so your team doesn't have to.
Failed transfers are automatically retried with exponential backoff. Your dashboard shows the status of every case in real time, so you can see exactly what synced, what's in progress, and if anything needs attention.
No. CaseSync works in the background. Your attorneys and staff keep using Filevine and their cloud storage exactly as they do today. Files simply appear in both places automatically.
CaseSync currently supports Dropbox, Google Drive, Amazon S3, Box, and OneDrive. We're continuously adding new providers based on client needs.
Have more questions? See the full FAQ or contact our team.
Stop managing files.
Start practicing law.
Every hour your team spends uploading, downloading, and organizing documents between systems is an hour not spent on your cases. CaseSync eliminates that overhead entirely.