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How is a Matter Linked to a Client in NetDocs?

Objective:

  • To link a Matter in Clio to a Client in NetDocs

Environment:

  • Clio Manage 

Additional Information:

Procedure:

  1. Navigate to the Matter in Clio Manage
  2. Click into the Documents subtab at the top
  3. Ensure you are viewing the NetDocs subtab
  4. Click Create New Matter in NetDocsnetdocskcs.png
  5. Enter the name of the Matter you want in NetDocs
  6. This Matter is now linked to NetDocuments so Documents that are uploaded in either interface will show in the other.

 

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