Will the sync create duplicates in the other system?

No, the system does not create duplicates. 

• For the sync with Case Management / CRM tools you have the option at sync time to link the DV matter to the existing matter in the other system and update the records. Then after the first sync DecisionVault will update the records in the other system.

• For the sync with Draft Platforms DecisionVault will create objects in the other system. Then after the first sync DecisionVault will update the records in the other system.

Frequently Asked Questions

What happens if the matter already exists in my case management or CRM tool?

At sync time you can link the DecisionVault matter to the existing matter in the other system. The sync then updates those records instead of creating new ones.

What happens on syncs after the first one?

After the first sync DecisionVault updates the records it created or linked in the other system, so repeated syncs never produce duplicates.