Will any changes sync real-time to the other app if a matter is already synced to another app?

The sync is not real-time; instead, it is On Demand. We use this approach to prevent unexpected changes to your data. To initiate a sync, go to the sync screen and click the 'Start Sync' button.

Frequently Asked Questions

Why isn’t the sync real-time?

The sync runs on demand, so your data in the other application will not change unexpectedly. You control when updates are pushed across.

How do I push the latest changes to the other app?

Navigate to the sync screen for the matter and click Start Sync. The sync wizard will show which records will be created or updated before anything is applied.