Sync Law Ruler Documents to Kayse

Use this guide if your firm stores documents in Law Ruler and wants those files to appear on the matching case in Kayse.

Law Ruler document sync works as part of the Law Ruler integration. Kayse can:

• pull documents from Law Ruler into the matching Kayse case
• send Kayse uploads back to Law Ruler when the outbound document setting is on
• avoid duplicate imports by tracking the Law Ruler document ID

Before You Start

Make sure your Law Ruler integration is already connected:

1. In Kayse, go to Settings -> Integrations.
2. Open Law Ruler.
3. Confirm Enable Integration is on.
4. Confirm Receive data from LawRuler is on.

Check Law Ruler Webhook Case Types

Make sure the Law Ruler webhook includes the case types you want Kayse to sync.

For example, if you want documents from Law Ruler Depo cases to appear in Kayse, the Depo case type must be selected in the Law Ruler webhook settings. Kayse needs those cases to sync and match first before it can import their documents.

The case type selector in Kayse under outgoing Law Ruler settings controls Kayse-to-Law-Ruler sync. It does not control which Law Ruler documents are imported into Kayse.

Kayse can only import documents for Law Ruler records that are already matched to Kayse cases. Matching usually comes from the Law Ruler Lead ID that Kayse stores during webhook sync or import.

How Inbound Document Sync Works

When Kayse syncs from Law Ruler, it checks matched Law Ruler leads for documents and imports eligible new files into the matching Kayse case.

Kayse imports documents from folders and subfolders. If a document has already been imported, Kayse skips it instead of creating a duplicate.

Imported Law Ruler documents appear with the case's documents and attachments in Kayse. They are linked to the case, not added as Law Ruler notes.

What Syncs Into Kayse

Kayse can import files that are attached to a matched Law Ruler lead, including documents found inside Law Ruler folders.

For each imported document, Kayse keeps:

• the file name
• the file type when available
• the Law Ruler document ID for duplicate prevention
• the matching Kayse case

If Law Ruler does not provide a usable file name, Kayse creates a fallback name based on the Law Ruler document ID.

How Often Documents Sync

Law Ruler document sync runs with the regular Law Ruler receive-data sync.

For a first normal sync, Kayse looks back for recent Law Ruler data. After that, Kayse checks from the last successful sync with a small overlap so recently added files are not missed.

If a Kayse case is new or recently updated, Kayse checks all documents on the matched Law Ruler lead. For older Kayse cases, Kayse imports Law Ruler documents with recent document dates.

If your firm needs a deeper historical document backfill for older cases, contact Kayse support so the team can review the best approach.

Sending Kayse Documents Back To Law Ruler

Inbound document sync is separate from the Send documents to LawRuler setting.

Turn on Send documents to LawRuler when you want files uploaded in Kayse to be sent back to Law Ruler. These files are uploaded through Law Ruler's document upload flow, not added as notes.

If your firm uses a specific destination folder in Law Ruler, enter it in the outbound document folder setting in Kayse. If the folder does not already exist for the lead, Kayse creates it.

Troubleshooting

I do not see a Law Ruler document in Kayse

• Confirm Enable Integration and Receive data from LawRuler are on.
• Confirm the case type is selected in the Law Ruler webhook settings.
• Confirm the Law Ruler lead is already matched to a Kayse case.
• Confirm the Kayse case has a contact attached.
• Confirm the file is attached to the Law Ruler lead, not only referenced in a note.
• Wait for the next Law Ruler receive-data sync to run.

I see the case but not older documents

Kayse focuses normal sync on recent changes. If the missing files are older historical documents, contact Kayse support for a backfill review.

I uploaded a document in Kayse but do not see it in Law Ruler

Confirm Send documents to LawRuler is on. That setting controls Kayse-to-Law-Ruler uploads and is separate from receiving documents from Law Ruler.

Need Help?

If you need help, contact support@kayse.ai.

Keywords: LawRuler, Law Ruler, documents, document sync, attachments