Getting started with Clasp Drive

Clasp Drive is your firm's unified document storage system. When you first open Clasp Drive, you'll see options to import your existing documents—or you can skip this step and start fresh.

Getting started with Clasp Drive

When you first access Clasp Drive, you'll see a welcome screen with options to import documents from your existing storage:

• Dropbox — Import files directly from your Dropbox account

• Google Drive — Import files from Google Drive

• OneDrive — Import files from Microsoft OneDrive

• Upload from device — Upload files directly from your computer

If you prefer to start fresh, click Skip at the bottom of the screen. You can always import or upload documents later.

Understanding drive types

Clasp Drive organizes your documents into different drive types, each with its own purpose and permissions:

My Drive

Your personal file storage. Documents in My Drive are only accessible to you—no other firm members can view or edit these files unless you explicitly share them. Use My Drive for personal templates, drafts, or files you're not ready to share with the firm.

Firm Drive

Firm-wide shared storage. Any user in your firm can access files in Firm Drive. This is the right place for templates, firm-wide policies, reference materials, and documents that the entire team needs to access.

Cases

Case-specific document storage. Documents in Cases are tied to specific legal matters and follow case-level permissions. To access a case's documents, you must be the lead attorney or a subscriber to that case. Important: Anything in Cases is accessible and viewable to clients through their client portal.

Shared with me

Documents that other users have shared directly with you. These files appear here for easy access when someone has shared a document with you specifically.

Trash

Deleted documents are moved to Trash. Files in Trash can be restored or permanently deleted.

Permissions summary

Next steps

• Create and upload documents with the New button

• Edit Microsoft Office documents in your browser

• Share documents and manage permissions