Google Workspace
Google Drive
Keep business and matter documents in Drive while linking them to the right record.
Google Workspace · Cloud Storage
On RequestWorks with AnantaTech Hub · Provided by Google
What this connects
Document storage in the system to folders in Google Drive.
Supported workflows
- Storing matter and case documents against a client
- Attaching purchase and expense proofs to entries
- Sharing document folders with a client or colleague
- Backing up generated documents
Data exchanged
- File contents and names
- Folder structure
- Sharing permissions
- File links
Setup requirements
- A Google account with Drive access
- OAuth authorisation
- A designated root folder for business documents
Permissions required
- Access to the folders you designate — not your entire Drive, where scoping is supported
- Permission to create and share files within them
Security and privacy
- Data is transmitted over encrypted connections (TLS).
- Credentials and tokens are stored server-side and never exposed to the browser.
- Access can be revoked at any time from the provider's own account settings.
Known limitations
Stated plainly, because finding these out during implementation is worse than knowing them now.
- Drive storage quota is governed by your Google plan.
- Sharing permissions set directly in Drive can diverge from those set in the system.
Need Google Drive connected?
Tell us how you use it today and we will confirm what is possible for your configuration before anything is committed.