- To link a Matter in Clio to a Client in NetDocs
- Clio Manage
- Navigate to the Matter in Clio Manage
- Click into the Documents subtab at the top
- Ensure you are viewing the NetDocs subtab
- Click Create New Matter in NetDocs
- Enter the name of the Matter you want in NetDocs
- This Matter is now linked to NetDocuments so Documents that are uploaded in either interface will show in the other.