Case file organization and backup in cloud storage

Purpose

1.1. Automate the organization and backup of criminal case files, including legal documents, evidence, correspondence, and court filings, into secure, role-appropriate cloud storage for accessibility, compliance, and disaster recovery.
1.2. Automating file uploads, categorization, folder creation, version control, and routine backups mitigates data loss, human error, and ensures consistent file management workflows.

Trigger Conditions

2.1. New case creation or assignment initiated in legal practice management software.
2.2. Upload or edit of a case-related document in the local drive, case management tool, or email attachment.
2.3. Calendar-based automated backup schedule (e.g., daily, weekly, after each court session).
2.4. Automated workflow triggered by closing or archiving a case file.

Platform Variants

3.1. Google Drive
• API: Drive API; automate creation of case folders, upload files, access-level management via Permissions.create
3.2. Microsoft OneDrive
• API: Graph Files API; automates file upload, versioning, and access restriction
3.3. Dropbox
• Feature: File Requests, API /files/upload; automated batch uploads, folder structuring
3.4. Box
• API: Folders and Files endpoints; automate case-based folder organization, archiving with Retention Policy API
3.5. SharePoint
• Feature: Document Library automation via Graph API; automate placement and classification
3.6. AWS S3
• S3 API: automate file upload, lifecycle policies for archive automation
3.7. Amazon WorkDocs
• Feature: WorkDocs API; automated organization, workplace file sharing
3.8. Egnyte
• Egnyte Connect API; automate folder creation, granular permissions automation
3.9. Citrix ShareFile
• Feature: File Box API, automated uploads with policy-based retention
3.10. Zoho WorkDrive
• API: automate categorization, metadata tagging per criminal case
3.11. NetDocuments
• Feature: ndThread API, automate matter-centric filing and backup
3.12. iManage
• Feature: iManage REST API; automate workspace creation, file synchronization
3.13. Clio
• Feature: Document Automation; automatically sync files from Clio to preferred storage
3.14. MyCase
• Feature: MyCase API, automate export and backup of matter documents
3.15. Legal Files
• Feature: Legal Files Connect; automate backup trigger on file status change
3.16. Nextcloud
• API: automated sync via WebDAV
3.17. Tresorit
• Feature: Tresorit API; automate secure file upload and backup workflows
3.18. pCloud
• Feature: pCloud API; automate scheduled or event-driven uploads
3.19. Alfresco
• Feature: Content Services API; automate file/folder creation per client case
3.20. M-Files
• Feature: M-Files REST API; automate document class assignment, backup
3.21. Filevine
• Feature: Filevine API; automate new document backup and organization
3.22. Relativity
• Feature: Relativity API; automate backup/export of evidence and file uploads

Benefits

4.1. Automated reduction of manual file handling, saving attorney and paralegal time.
4.2. Automated compliance with legal data retention and backup regulations.
4.3. Automates consistent file structures across varied cases for scalable workflows.
4.4. Automated, real-time backups offer resilience against data loss or ransomware.
4.5. Automating secure cloud access supports remote collaboration and multi-stakeholder review.
4.6. Automates audit trails and permission changes, strengthening legal data protection.