Will the sync push the asset inventory and files to the other system?

It depends on the integration. When you sync a matter, the details related to the Matter and its related Contacts are always pushed to the other system. For the financial asset inventory and files the rules are more specific.

Financial assets: the asset inventory syncs to Trustate, and the asset fields are available for mapping in Gavel. Other integrations do not receive the inventory.

Files: for Clio and Lawmatics the firm can turn on document uploads. Go to Settings > Integrations > Clio or Lawmatics and set Client documents, Matter Export, or Financial Sheet to Upload on every sync. All three are set to Skip by default. The selected documents then upload to the linked matter each time you run a sync.

Frequently Asked Questions

Which integrations can upload documents during the sync?

Clio and Lawmatics. You turn it on per integration under Settings > Integrations.

Do client documents upload again on every sync?

No. Each client document uploads once. The Matter Export and Financial Sheet are different: each sync uploads a new copy and removes the previous one when possible.

Does the financial asset inventory sync into the other system's fields?

For most integrations, no. The exceptions are Trustate, which receives the financial assets during the sync, and Gavel, where the asset fields are available for mapping. For Clio and Lawmatics you can also enable the Financial Sheet upload, which uploads a document with the financial information to the linked matter.