- Determine what instance of Netdocs is needed
- Determine if there are regional comparability issues with NetDocs and Clio
- Clio web app
NetDocuments has 3 private data centers across the world. They have servers in North America, the EU and Australia.
Clio recommends Connecting NA Clio Accounts to North American versions of NetDocuments.
Clio recommends connecting EU Clio Accounts to EU versions of NetDocuments.