Dropbox Integration

Purpose: Display a list of files on a case that are 1) in the agency's specified Dropbox Business document store, and 2) reside in or below a top level folder in the “Team Space,” created via API when the matter was created in LegalServer.

Cost: $4500 setup cost. There is currently no monthly charge for Dropbox integration.

Contents

1 Dropbox Setup
2 Using the Dropbox Integration
1. 2.1 Case Folder Creation
2. 2.2 Case Folder Contents
3 Upcoming Features
1. 3.1 New-Style Document Templates
4 Assumptions and Constraints

Dropbox Setup

Configuration Requirements

Client must provide 2 user accounts for LegalServer in the client Dropbox. The account emails must match the pattern dropbox+CLIENT[-INSTANCE]@legalserver.org (e.g., dropbox+ospd@legalserver.org for the live site, dropbox+ospd-demo@legalserver.org for demo).
Clients must create and share with the LegalServer user accounts at least 2 folders, one for the client demo and live sites each.

Generally

Agencies need to be on the Dropbox Standard Business plan or higher. The agency will need to supply their LegalServer contact with User access to a test DropBox environment, or provide high-level keys (securely) to LegalServer for the setup. Credentials can be sent to LegalServer via the Secure Messaging Tool. The message with the credentials should also include the anticipated folder destinations for where case folders for the demo and live sites should be created if there is a preference. At a minimum, the account needs Read+Write permissions to the space where the case folders are being created. LegalServer developers will then create a team site or dedicated folder for the site. Two of the user accounts will be used for Legalserver -- dropbox+CLIENT[-INSTANCE]@legalserver.org (e.g., dropbox+demo4@legalserver.org for the live site, dropbox+demo4-demo@legalserver.org for demo).

The LegalServer Dropbox app will use a generated access token to issue requests to the Dropbox API on behalf of a Team Admin user, in order to create case folders and display their contents.

The associated block and listview need to have the Dropbox Team Shared Folder ID added to it.

Using the Dropbox Integration

Case Folder Creation

Place the “Dropbox - Create Case Folder” block on the disposition step of a case intake. This makes a call to the Dropbox API to create a Team Folder with the Case ID in the name. The folder will be viewable by anyone in the Dropbox Team Space.

For cases that existed prior to the addition of the Dropbox Integration, this block can be placed on an auxiliary process.

Case Folder Contents

When the “Dropbox Documents” list is placed on a case profile LegalServer will show a telescoping view into the folder’s contents in Dropbox. The list includes document and folder names and links to them, and resembles the folder-document structure in Dropbox or your favorite Operating System.

Clicking on the document links will bring you to Dropbox. If you are not logged into Dropbox, Dropbox will require you to login first before opening the file. If you are logged in to Dropbox with a user that doesn't have permission, you will get an error message that access was denied.

To add documents to Dropbox, you can drag and drop files from your desktop directly into the Dropbox listview to upload them into Dropbox.

Upcoming Features

New-Style Document Templates

Document templates will optionally be uploaded and stored in Dropbox. When downloading or generating the template from LegalServer, the file will be fetched from Dropbox. If a file with the same name already exists in Dropbox, the new file will automatically be renamed.

Assumptions and Constraints

Folders must initially be created with the Case ID, but that can later be changed. LegalServer will track the folder using a metadata tag on the Dropbox record.