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Find step-by-step guides, troubleshooting tips, and feature explainers.

What is the Drive Tab in a Matter Record?

Administration and Settings

What is the Drive Tab in a Matter Record?

Summary of the Drive tab within a matter record.

Overview

To access files for a matter:

  • Open the matter record

  • Navigate to the Drive tab

Within this tab, the Cloud Storage card provides access to all files stored in your firm’s connected cloud storage (such as Google Drive) for that specific matter.

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Cloud Storage Features

If your account is connected to a cloud storage provider (e.g., OneDrive/Google Drive), you can quickly access the matter’s folder directly.

  • Click the “Jump to Drive” icon to open the matter’s folder in a new browser tab

This allows you to manage files directly within your cloud storage environment when needed.

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Uploading Files from LollyLaw

Users can upload files directly from within LollyLaw:

  1. Click the Upload icon in the Cloud Storage card

  2. Select a file from your device

  3. Confirm the upload

The file will automatically:

  • Appear in LollyLaw

  • Sync to the matter’s folder in your cloud storage

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Uploading Files from Cloud Storage

You can also upload files directly into your cloud storage (such as Google Drive).

To reflect those changes in LollyLaw:

  • Click the Sync with Storage icon

This refreshes the view so the documents displayed in LollyLaw match what is stored in the cloud folder. 

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The Drive tab ensures your team can access and manage files seamlessly while keeping all documents securely stored in your firm’s connected cloud storage.

If you need additional assistance, refer to related articles or contact our support team at support@lollylaw.com.

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