KCS - Do Clio Matters Automatically Link to NetDocuments in Workspace View?

Objective:

  • Link Matters NetDocuments Workspace View
  • Linking Matters to NetDocs

Environment:

  • Clio Web App
  • NetDocuments

Additional Information:

See HERE for details on linking.

Answer:

No, every Clio Matter must be linked to NetDocuments manually.

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