Workspace Email And Drive Sync

Workspace sync connects Google Workspace or Microsoft 365 so CaseSolo can pull email and document context into a case.

What It Syncs

• Gmail or Outlook message metadata, including subject, sender, recipients, date, preview text, and provider link.
• Google Drive or OneDrive file metadata, including name, owner, modified date, file type, and provider link.
• Case activity entries when a team member runs sync from a specific case context.

CaseSolo uses case-number hints from subjects, snippets, filenames, and owners to make review easier. Human review still matters before relying on synced context for legal work.

Admin Checklist

1. Configure Google or Microsoft OAuth credentials.
2. Authorize the provider from Integrations.
3. Enable email sync, drive sync, or both.
4. Run an initial sync to capture provider cursors.
5. Review synced case activity and provider links.

Initial syncs may import a small recent snapshot. Later syncs use provider cursors or delta links.

Troubleshooting

• If sync says not connected, re-authorize the provider.
• If cursors are missing, run the first sync again.
• If a message or document appears in the wrong case, verify the case ID supplied to the sync action and review the case-number hints.
• If a provider link does not open, confirm the user still has access in Google Workspace or Microsoft 365.