The Google Drive integration keeps client files in sync between the platform and a Google Drive folder you choose. Files you upload in the platform appear in Drive; files you drop into the Drive folder show up in the client's Files tab — useful when your firm already organises documents in Drive and you want the platform to be a single source of truth without changing habits.

Connect

  1. Open Settings > Integrations.
  2. Find the Google Drive card and click Configure (or Connect).
  3. You are redirected to Google's sign-in page.
  4. Sign in with the Google account that owns (or has access to) the Drive folder you want to use.
  5. Authorise the requested scopes — typically read, write, and folder access. The platform asks only for access to the folder you select; it cannot read your entire Drive.
  6. You are redirected back to the platform.

Choose or create the root folder

  1. After connecting, click Select Folder on the Google Drive card.
  2. A folder picker opens, browsing your Drive.
  3. Either:
  • Click an existing folder (e.g. "Clients") and confirm.
  • Click Create new folder, name it (e.g. "Platform — Clients"), and confirm.
  1. The chosen folder is now the root for all platform-Drive sync. Each client gets a subfolder named after them, automatically.

Sync existing files

If your Drive folder already contains client files you want to pull into the platform:

  1. Click Sync Existing Files on the Google Drive integration page.
  2. The platform scans the root folder, matches sub-folders to your platform clients by name, and lists what it would import.
  3. Review the matches — fix any client-name mismatches by renaming the Drive folder, then re-scan.
  4. Click Import.

Files appear in each matched client's Files tab. Folder structure inside the client folder is preserved.

Test the connection

Click Test Connection on the integration settings page. The platform reads metadata from the root folder and reports any access or quota issues.

Disconnect

  1. Open Settings > Integrations.
  2. Click Manage on the Google Drive card.
  3. Click Disconnect at the bottom.
  4. Confirm.

Disconnecting stops sync in both directions. Files already in the platform stay; files already in Drive stay. Reconnect any time to resume.

Tip: Set the root folder to a shared Drive (or a Team / Shared Drive) rather than a personal Drive — that way the sync continues to work if the person who originally connected leaves the firm. Personal-Drive folders silently break the day the owner is offboarded from Google.

Note: The Google Drive integration requires an active subscription plan that includes integrations. If the Google Drive card is missing from Settings > Integrations, see Settings > Billing to confirm your plan covers it.