Sync & Data
How data syncs between the mobile app and the web app, and how to resolve sync issues.
How sync works
- Automatic background sync runs every 15 minutes while the app is open and connected.
- Changes you make on the mobile app (time entries, notes, stage updates) are uploaded to the server immediately if connected, or queued offline.
- Changes made on the web app appear on mobile after the next sync cycle (up to 15 minutes), or immediately after a pull-to-refresh.
- Pull-to-refresh (drag down on any list) triggers an immediate sync for that screen.
- The sync status bar at the bottom of list screens shows "Last synced X minutes ago" or "Syncing…".
Conflict resolution
If the same field is edited on both mobile and the web app before either syncs, the server version wins. The mobile change is discarded and the server value is applied to the device. You will see a banner notification: "Some changes were overwritten during sync" with a link to view the affected records.
To avoid conflicts: avoid editing the same record on both mobile and web simultaneously. If you know you will be offline for an extended period, open the app before going offline so the latest data is cached.
Force sync all data
Force resync downloads a fresh copy of all matters, contacts, and activities — useful after a sync failure or after a significant data change on the web app (e.g. a large import or org restructure).
- 1More tab → Settings → Sync.
- 2Tap Force Sync All.
- 3Confirm the prompt (this clears the local cache and re-downloads everything).
- 4Wait for the sync to complete (1–5 minutes depending on data volume).
Storage and bandwidth usage
View local storage usage: More tab → Settings → Storage. This shows total cache size (metadata + documents) and lets you clear cached documents without affecting your data on the server.
Typical sync bandwidth: ~2 MB per full sync for a firm with 500 active matters. Document downloads are on-demand only and counted separately against your data plan.
To reduce data usage on mobile networks: Settings → Sync → Sync on Wi-Fi only. Background sync pauses when on cellular; pull-to-refresh still works.