Connect LegalServer
to SharePoint
Automatically sync case metadata from LegalServer to Microsoft 365
Simple, reliable sync
Set it up once. Your case files flow to SharePoint automatically.
Automated Sync
Run hourly, daily, or on-demand. Delta processing syncs only what changed.
Smart Organization
Case metadata flows into SharePoint columns automatically — names, statuses, caseworkers, and more.
Enterprise Security
OAuth authentication, encrypted transit, and zero document storage on our end.
How it works
Get running in three simple steps.
Connect accounts
Sign in with Microsoft and add your LegalServer API key. Both use secure OAuth.
Choose destination
Pick your SharePoint site and library. Configure folder naming and metadata.
Start syncing
Run your first sync and watch cases flow. Schedule it to run automatically.
Your data, protected
Enterprise-grade security for sensitive legal data.
OAuth 2.0 Authentication
Connects via industry-standard OAuth — we never see your passwords
AES-256 Encryption
Credentials encrypted at rest; all data transmitted exclusively over TLS
Zero Document Storage
Metadata-only sync — no documents are downloaded, copied, or stored on our servers
Role-Based Access Control
Owner, admin, and member roles with granular permissions for your entire team
Complete Audit Trail
Every sync operation logged with timestamps, entity counts, and error details
Google Cloud Infrastructure
Runs on Google Cloud with private networking, managed databases, and daily backups
Simple, transparent pricing
One plan. Predictable base + pay for what you use.
$75/mo
+ $0.005 per case synced
Base fee billed immediately upon subscribing
- Unlimited scheduled syncs
- Full team management & roles
- Custom field mapping & metadata
- Priority email support
- Complete audit logs
- OAuth & encrypted transit
