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Does The Practice Area Sync Into NetDocuments?

Objective:

  • Bring Matter Practice Area over to NetDocuments Workspace View
  • Can I sync Practice Area to NetDocuments
  • Can I sync Type to NetDocuments
  • Why did my Practice Area not sync over to NetDocuments Type
  • Can I Sync the Practice Area of a Matter in Clio to the "Matter Type" in Netdocuments

Environment:

  • Clio Managee
  • NetDocuments

Additional Information:

n/a

Answer:

No, this is not available functionality at this time. 

Clio Matter Practice Area does not syncs over to NetDocuments, 
It needs to be manually entered on the NetDocuments side under Edit Matter on the Matter Type section.

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