Clients
Client configuration
Create clients manually or mirror them from Dropbox, then manage sync rules, email parsing rules, folder templates, and matters from the detail page.
Configured clients
Set DROPBOX_CLIENT_SYNC_ROOT_PATH to the Dropbox folder that contains all client folders before running Dropbox mirror sync.
| Client | Code | Root matters filepath | Counts | Status |
|---|---|---|---|---|
| Arbor Legal Demo Fictional commercial matters using standard numeric identifiers. | ARB | /Demo Client Files/ARB - Arbor Legal Demo/Matters | 1 matters · 1 rules · 2 email IDs · 0 normalizers · 4 folders | ACTIVE |
| Cedar Family Archive Fictional family archive matters with short alphanumeric references. | CDA | /Demo Client Files/CDA - Cedar Family Archive/Matters | 1 matters · 1 rules · 2 email IDs · 0 normalizers · 4 folders | ACTIVE |
| Northstar IP Fictional patent matters with numeric and IP-prefixed references. | NSIP | /Demo Client Files/NSIP - Northstar IP/Matters | 2 matters · 2 rules · 2 email IDs · 0 normalizers · 5 folders | ACTIVE |
New client
Capture the Root matters filepath, code, and a brief description first. You can add rules and folders immediately after.