How it works
Every matter gets its own Google Drive folder the moment it is created. Files uploaded through Matter Vault — whether by your team or by a client through the portal — are stored in that matter folder automatically.Folder structure
Each matter folder contains the following subfolders:| Folder | What goes here |
|---|---|
/documents | Client uploads and manually added files |
/production | Stamped Bates production sets |
/meeting-notes | AutoNoteTaker transcripts |
/exports | Relativity, Concordance, and native exports |
/communications | Email attachments |
Syncing from Drive
If documents already exist in a matter folder — for example files added directly by a team member outside of Matter Vault — you can import them using Sync from Drive on the matter Documents tab. This brings them into Matter Vault with full chain-of-custody tracking.What you do not need to do
- You do not set or configure the Drive folder yourself — it is created automatically when the matter is created.
- You do not need to organize subfolders — Matter Vault routes files to the correct subfolder based on how they entered the system.
- If a matter was created before your firm connected Google Drive, contact support to backfill the folder.