NetDocuments + Clio: Taking document management and practice management to the next level via integration

October 6, 2013
Salt Lake City, UT

Clio and NetDocuments have partnered to offer secure, cloud-based document management and collaboration embedded in the Clio practice management platform. NetDocuments leading document management service has been helping law firms of all sizes streamline technology and increase productivity since 1999 – and now have made it available as an integrated solution with Clio, the leading cloud-based practice management service.

Law firms can take full advantage of the integration to:

Upload documents to NetDocuments and associate them with matters in Clio. Use their favorite programs to create, open and save documents directly to NetDocuments from within Word, Excel, PowerPoint, Outlook, Adobe and Wordperfect, as well as perform powerful full-text searches of documents and emails

Seamless Matter-Centric Integration

With NetDocuments embedded directly within Clio's practice management platform, documents and emails are stored in NetDocuments secure datacenters and delivered dynamically directly to the corresponding matter in the Clio interface. Open, edit, create versions and share documents without ever needing to leave the practice management dashboard.

Built-In Security & Disaster Recovery

NetDocuments utilizes two fully redundant data centers, hosted by Lexis Nexis, so disaster recovery and business continuity are simply built-in. You'll also have peace of mind knowing the firm's documents and emails are fully encrypted both in transit and at rest with SSL and AES-256 encryption, on top of SOC 2 (SAS 70 TYPE II) certifications.


As web-based applications, NetDocuments and Clio allow anytime, anywhere, and any device access. Work with your documents and access client information from any computer or internet enabled device from anywhere in the world. Do even more with the native iPad app, which allows documents to be placed in an offline mode or opened for editing with third-party applications – all while keeping them secure and organized inside the document management system.


Eliminate the need to email documents back and forth. With NetDocuments, you can collaborate with matter-centric workspaces, custom metadata tags, threaded discussions, full versioning, direct document links, and automatic document alerts. Collaborate outside of the firm with clients using NetDocuments ShareSpaces or the Document Delivery feature.

See how the power and simplicity of document management integrated with practice management will reduce costs, save time, and increase your firm's productivity.

Schedule your one-on-one demo of NetDocuments now.

If you prefer, try NetDocuments for free for 30 days.