Filed creates a secure, two-way connection to selected folders in your document management or practice management system so new and updated files sync automatically. Live integrations include Canopy, Karbon, TaxDome, and Financial Cents on the practice- and document-management side, plus Google Drive, SharePoint, Box, Dropbox, and SmartVault for file storage. If your team works in a hosted environment like Rightworks or Verito, Filed fits in through a simple upload/download workflow. Setup typically takes under 30 minutes during onboarding, and if your system isn't listed you can use the upload path and keep your existing client-collection process unchanged.