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How are the Matter and Client Keys in NetDocuments Determined in the Integration?

Objective:

  • Show the Matter Number as the Matter Key in NetDocs

Environment:

  • Clio Web App
  • NetDocuments

Additional Information:

Why Can't I Replace the Client and Matter Keys in NetDocuments with the Client Name or Matter Number?

Answer:

The Matter Key and Client Key are the unique identifiers used by the integration to link the Clients and Matters between the two applications. These are pulled from the Client and Matter IDs in Clio, visible in the web address bar on the page for each Contact or Matter, as well as Contact and Matter Exports. 

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