NetDocuments Powered by GDSI
Key benefits for your firm
Align Client and Matter data from Clio to your DMSNo buttons to click, automatically occurs when a new Client and Matter are added in Clio.
View your NetDocuments documents from within a web browser, when selecting a Matter in Clio.By opening a Matter in Clio, you can click on our More Actions button and launch a new browser tab to view all NetDocuments documents.
Synchronize all security from Clio to NetDocumentsWhatever security you define in Clio, for a given Matter, we can synchronize to NetDocuments, including memberships to groups.
How NetDocuments Powered by GDSI works with Clio
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.