NetDocuments Powered by GDSI
Law firms leveraging Clio’s cloud-based case management system and NetDocuments document management solution require a simple and effective way to work between solutions. This integration allows you to view Matter documents from NetDocuments and synchronize Client and Matter data from Clio to NetDocuments.
Note: This integration is an alternative to Clio’s no-cost solution. This GDSI powered solution offers customization and automation between both solutions.
- Automatically syncs Client and Matter data from Clio to NetDocuments
- Supports an unlimited number of Cabinets
- Maps custom Client Code field to specific Cabinet Client Key
- Maps the Matter Number field to specific Cabinet Matter Key
- Create Workspaces automatically based on Clio custom fields
- Support for custom settings and actions using GDSI’s development services
- Introduce a consistent NetDocuments experience representing the NetDocuments first-class user interface
- Accommodates all browsers
- Simple and fast setup, takes minutes