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Google Workspace Integration

Productivity

Integrate CaseDocker with Google Workspace for Gmail, Google Drive, and Google Calendar synchronization.

Who this is for

For legal, contract, and operations teams evaluating how Google Workspace can connect with CaseDocker to reduce manual updates and improve workflow visibility.

What It Does

The Google Workspace integration connects CaseDocker with Gmail, Google Drive, Google Calendar, and Google Docs. This enables seamless document collaboration, email management, and calendar synchronization within your existing Google Workspace environment.

Real workflows

  • Keep Google Workspace records, documents, and CaseDocker workflows aligned without duplicate entry.
  • Give legal, contract, and operations teams one place to track integration-driven work.
  • Reduce handoffs by routing productivity activity into the right CaseDocker cases, contracts, and tasks.

Supported integrations

  • Google Workspace connects with CaseDocker through the approved integration method for this customer environment.
  • Related CaseDocker workflows can include contracts, cases, notices, compliance, eSigning, documents, and reporting.
  • Connected systems are scoped during onboarding by object type, field mapping, permission model, and sync direction.

Implementation prerequisites

  1. Provide Google OAuth Credentials

    Share client ID/secret for your Google project (or delegate to CaseDocker to provision and configure).

  2. Configure OAuth Consent

    Configure OAuth consent screen with required scopes for Gmail, Drive, Calendar, and Docs access.

  3. Set Up API Credentials

    Create OAuth 2.0 credentials in Google Cloud Console and configure in CaseDocker admin panel.

  4. Authorize Integration

    Authorize CaseDocker to access Google Workspace services with appropriate permissions.

  5. Map Services

    Configure which Google Workspace services to integrate (Gmail, Drive, Calendar) and set sync preferences.

Security architecture

  • Google Workspace access can be scoped to approved users, objects, folders, and API permissions.
  • Field mappings and sync rules are configured during onboarding so sensitive legal data moves only where it is needed.
  • Integration activity stays tied to CaseDocker workflows, document history, and operational audit trails.

Required Permissions

  • Read/Write access to Google Drive files and folders
  • Read/Write access to Gmail messages (with user consent)
  • Read/Write access to Google Calendar events
  • Access to Google Docs for document collaboration

Frequently asked technical questions

Yes, emails can be directly linked to cases from Gmail using the CaseDocker browser extension or email forwarding rules.

Documents can be stored in Google Drive and accessed from CaseDocker, with automatic sync of changes and version history.

Yes, the integration fully supports Google Workspace two-factor authentication and security policies.

Yes, each user can individually connect their Google Calendar to CaseDocker for personal calendar sync.

Related Use Cases

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Litigation Intake

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Tender Compliance

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Technology legal operations

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Plan your Google Workspace integration

Share your systems, workflow goals, and security requirements. CaseDocker will map the integration path and show the handoffs it can remove.

Schedule an integration demo
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