Elevate Your DMS Experience with NetDocuments from Clio
Clio Integration Engine for NetDocuments automatically syncs Clients and Matters from Clio to NetDocuments and allows easy access to your NetDocuments Workspace with a click of a button.
Clio Integration Engine for NetDocuments
Automatically sync Client and Matter data from Clio to NetDocuments, using any field available from Clio. GDSI has built a simple website, easily accessible to all Clio firms, enabling administrators to view sync logs, make mapping changes between Clio and NetDocuments, and view users of the system for licensed accounts. Our integration engine is quick and easy to set up (less than 15 minutes!) and is completely customizable.
System Requirements
- GDSI’s Private Cloud in the US and UK
- Clio’s Cloud Platform
- NetDocuments Cloud Platform
Features + Benefits
Full text searching from within Clio
Align Workspace Templates to practice areas
Support for security synchronizations from Clio, including user groups
Easy and quick to set up
Constant synchronization available 24/7, 365 days per year
Let’s Talk
Tell us about your project and let’s work together.