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How to Link / Create a Client and Matter from Clio with NetDocuments in Workspace View

Objective:

  • How to create a Client / Matter in NetDocuments from the Documents tab in Clio
  • How to link a Client / Matter in NetDocuments from the Documents tab in Clio
  • How to push a Client / Matter from Clio to NetDocuments 

Environment:

  • Clio Manage

Additional Information:

  • For information on setting up the NetDocuments integration, click here
  • For details on how to configure the workspace attributes in NetDocuments, click here

Procedure:

Once the NetDocuments integration has been set up:

  1. Navigate to the Matter that you wish to link
  2. Select the Documents tab
  3. Select NetDocuments (if the tab is not already selected)
  4. Under "Link Contact," either search for and select an existing contact in NetDocuments, or click Create a new Client in NetDocuments 
  5. Under "Link Matter," either search for and select an existing matter in NetDocuments, or click Create a new Matter in NetDocuments
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