Email and Document Management with NetDocuments

Create, secure, manage, access, and collaborate on documents and email anywhere, anytime, on any device. With NetDocuments, you can work on your documents with full version control, locking, and rights provisioning—and if this sounds oddly convenient, it’s because (uniquely among document management platforms) NetDocuments was designed specifically for the use of law firms.

netdocuments integration

Clio + NetDocuments

NetDocuments is embedded directly within Clio’s practice management platform.  Documents and emails that are stored in NetDocuments’ secure data centers are delivered straight to the corresponding matter in the Clio interface. Here are some key features:

  • Use your favorite programs to create, open, and save documents directly to NetDocuments and Clio from within Word, Excel, PowerPoint, or Outlook.
  • Upload documents to NetDocuments and associate them with matters in Clio.
  • The document history and audit trail facilitates easy collaboration between you and your
    clients.

This is just one of many useful apps that Clio integrates with—sign up for a free trial and see how much more efficient it can make your legal practice today.

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