--- name: connector-google-drive description: Use when a lawyer or legal-operations user needs to read, search, or attach Google Drive documents to a legal matter — including retrieving draft contracts, precedent documents, due-diligence files, or correspondence stored in Drive as context for AI-assisted drafting or review. Requires Google OAuth per-user authorization. Triggers on requests to access a Drive file, find documents by keyword, or attach Drive content to a matter workspace. license: MIT metadata: id: connector.google-drive category: connector jurisdictions: [__multi__] priority: P2 intent: [__connector__] related: [connector-gmail, connector-notion, connector-calendar, connector-apple-notes] source: Louis — HAQQ Legal AI (github.com/sboghossian/mini-claude-for-legal) version: "1.0" --- # Connector — Google Drive ## What it does The Google Drive connector provides access to documents, spreadsheets, PDFs, and other files stored in the user's Google Drive workspace. In a legal-AI context, its primary use is surfacing existing documents — precedents, draft contracts, due-diligence questionnaires, matter files — as context for AI-assisted drafting, review, and analysis. Core functions: - **Search** — find documents by keyword, file name, owner, or date. - **Read** — retrieve the content of a document for use as context. - **Attach to matter** — link a Drive document to a matter record. - **Download** — export a Google Doc as a PDF or DOCX for further processing. ## Setup / auth Authentication uses **Google OAuth 2.0** with per-user delegation: - Each user authorizes their own Google Drive — no admin-wide delegation unless Google Workspace is configured with domain-wide delegation. - OAuth scopes: - `drive.readonly` — for search and read operations. - `drive.file` — for creating or modifying files the app created (narrower than full Drive access). - `drive.metadata.readonly` — for file metadata only (name, owner, modified date) without reading content. - Default to `drive.readonly` unless a write capability is explicitly required. - Tokens stored per-user, encrypted at rest. ## Capabilities | Capability | Scope | Notes | |---|---|---| | Search files by name or keyword | `drive.readonly` | Searches filenames and Google Docs full-text | | Read Google Doc content | `drive.readonly` | Returns as plain text or markdown | | Read Google Sheet data | `drive.readonly` | Returns rows/columns; useful for data-room indexes | | Download as PDF | `drive.readonly` | Exports any Google Doc to PDF | | Download as DOCX | `drive.readonly` | Exports for redlining in Word-based workflows | | List folder contents | `drive.readonly` | Useful for matter folder inspection | | Create a new document | `drive.file` | Only creates new files; does not modify existing | | Upload a file | `drive.file` | Stores generated documents back to Drive | | Share file (change permissions) | `drive` (full) | Requires explicit approval; high-risk | ## Usage patterns ### Pattern 1 — Retrieve a precedent before drafting ``` User: "Draft an NDA based on our standard template" → Search Drive for "NDA template" in the firm's Precedents folder → Return the most recent version as context → Draft a new NDA using the template as the base, adapting for the specific parties ``` ### Pattern 2 — Data room indexing For an M&A due diligence, the data room is often shared via Google Drive: - List all files in the shared data room folder. - Return a structured index: file name, type, last modified, and folder path. - Flag missing items against a standard due-diligence checklist. ### Pattern 3 — Contract review from Drive ``` User: "Review the SPA at [Drive link]" → Retrieve the document content from Drive → Run the contract through the relevant review skill → Return a structured review with flagged clauses ``` ### Pattern 4 — Generate and save a document back to Drive After generating a contract draft: - Export as DOCX. - Upload to the designated matter folder in Drive. - Return the Drive link for the lawyer to access. ### Pattern 5 — Matter folder organization For each new matter, create a standard folder structure in Drive: ``` /Matters/2024-045 Al-Hamdan v. TechCo/ ├── 01 Correspondence/ ├── 02 Pleadings/ ├── 03 Evidence/ ├── 04 Research/ └── 05 Drafts/ ``` This can be automated via the connector on matter creation. ## Document security considerations - **Shared drives.** In law firms using Google Workspace, most matter documents are in Shared Drives (formerly Team Drives). Confirm the user has access before attempting to read. - **External sharing.** Do not change the sharing permissions of a client document without explicit lawyer instruction. Accidental "anyone with link" sharing of privileged documents is a confidentiality breach. - **Version history.** Google Docs maintain version history. When reviewing a contract, confirm you are reading the current (most recent) version — not a draft that has since been superseded. - **Privileged documents.** Documents in Drive may be attorney-client privileged or subject to work-product protection. Treat all matter documents as potentially privileged unless the user confirms otherwise. ## Permissions & safety - **Read-first.** Default to `drive.readonly`. Escalate to write scope only when a write operation is explicitly requested. - **No autonomous sharing.** Changing file permissions requires explicit human instruction and a confirmation step. - **Audit log.** All reads, searches, and writes are logged with user ID, timestamp, and file ID. - **Tenant isolation.** Each user's Drive access is scoped to their own account and shared drives they are members of. ## Failure modes | Failure | Cause | Resolution | |---|---|---| | File not found | File deleted, moved, or access revoked | Check with the file owner; do not retry with a search for similar names | | `403 Forbidden` | User lacks access to the specific file or shared drive | Request access through normal channels; do not attempt workaround | | Export format unsupported | Non-Google file type (e.g., a PDF uploaded to Drive) | Download the raw file bytes instead of using the export API | | Large document timeout | Google Doc >500 pages | Paginate the read; split into sections for processing | | Drive API quota exceeded | High-volume firm with many concurrent users | Implement request queuing and respect `429` backoff | ## Related skills - [[connector-gmail]] - [[connector-notion]] - [[connector-calendar]] - [[connector-apple-notes]]