NetDocuments Solution Integration and Implementation

Leveraging technology to approach how work gets accomplished will reap many rewards. By embracing the question ‘is there a more efficient way to complete this task?’ your firm can save time, money and frustration. These are the three key value adds that NetDocuments promises to deliver to small to large law firms. Their Document Management Solution has been designed to store and automate email and document management with their ‘anywhere accessible’ centralised repository. This allows legal practitioners to share files internally and externally with ease and safety. Integrating your Document Management and Practice Management Solutions means setting your firm up for speed and success. At ServiceScaler, we consider the following to be the top 3 benefits of DMS and PMS integration -

  • - Easy overview and access of all matter-specific information: This can be inclusive of, but not restricted to contact information, key dates, time and billing records and copies of correspondence, all simply bundled together.
  • - Logging time entries with a single click: Depending on the PMS you're using, you may be able to list your documents directly under each matter. This allows timekeepers to efficiently and accurately log all of their hours.
  • - Logging time entries with a single click: Depending on the PMS you're using, you may be able to list your documents directly under each matter. This allows timekeepers to efficiently and accurately log all of their hours.

Legal Software we can integrate with NetDocuments

Practice Management Systems

Actionstep, Lexis Affinity, Clio, Open Practice, Legal First

Matter Management

Xakia and Lawcadia

Contract Lifecyle and Automation

DocuSign, Onit, Checkbox.ai and Power Automate

Support, operations, integreations and implementations

Accredited NetDocuments Partners

We drive value for new and existing NetDocuments customers by expanding firms breadth of capabilities, resources and credibility through integrated workflow and cloud-based document management. We offer any support or assistance related to the configuration, ongoing development including integrating third-party systems, developing workflows, training new users, and creating new cabinets or security groups.

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