Google Drive Integration

FluentCase integrates with Google Drive as a one-way backup integration. Matter documents from FluentCase are automatically backed up to a folder structure on Google Drive. This is a backup solution only—there is no importing of data from Google Drive into FluentCase.

Important: This is a one-way integration from FluentCase to Google Drive only. Documents flow from FluentCase → Google Drive for backup purposes. Google Drive is used as a backup storage solution and not as a source for importing documents into FluentCase.

Connecting Google Drive

Initial Connection

Connect your Google account:

  1. Click your profile picture (top right) and select Firm Settings
  2. In the left menu, click Backup Files to Google Drive
  3. Click Link Google Drive Account
  4. Sign in to Google (if not already)
  5. Select account
  6. Click Allow to grant permissions
  7. You return to the Backup Documents to Google Drive page, which shows Connected as followed by the Google account email

Permissions granted:

  • View, edit, create, and delete Drive files
  • View file metadata
  • Store app configuration data in Drive
  • View your Google account email address and basic profile

Account Types

Supported accounts:

  • Personal Google accounts (@gmail.com)
  • Google Workspace accounts (custom domain)

One Google account can be connected per firm. The backup folder is created in that account’s My Drive.

Disconnecting or Re-authenticating

On the Backup Files to Google Drive page:

  • Disconnect: Click Disconnect and confirm. Backups stop. Files already in the FluentCase Data Backup folder stay in Google Drive.
  • Re-authenticate: If the page shows There is a problem authenticating with Google Drive., click Re-authenticate and sign in to Google again.

The Recent Interactions table on the same page lists recent backup activity.

What Gets Backed Up

The Google Drive connection applies to the whole firm. Once it is connected, FluentCase backs up documents from every matter, not just the connecting user’s matters.

FluentCase creates a folder named FluentCase Data Backup in the connected Google Drive and organizes it as follows:

  • One folder per matter, named with the matter name and file number, such as Smith v. ABC (2024-001)
  • One subfolder per tag inside each matter folder
  • Untagged documents are placed directly in the matter folder
  • Documents with several tags are copied into each matching tag folder

The backup runs automatically in the background, at most once an hour per firm. Only new or changed files are uploaded on each run.

Files you add, edit, or delete in the FluentCase Data Backup folder are not copied back into FluentCase.

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