Elevate your DMS experience
By enabling an instant sync of Client and Matter data between Clio and the DMS without any user intervention, Clio + NetDocuments© and Clio + Worldox© integrations offer a best-in-class experience.
Integration Engine For NetDocuments©
Law firms leveraging Clio’s cloud-based case management system require a simple and effective way to view Matter documents from NetDocuments and synchronize Client and Matter data from Clio to NetDocuments.
Key Features of a Clio + NetDocuments Synchronization
- Automatically syncs Client and Matter data from Clio to NetDocuments
- Supports an unlimited number of Cabinets
- Maps custom Client Code field to specific Cabinet Client Key
- Maps the Matter Number field to specific Cabinet Matter Key
- Create Workspaces automatically based on Clio custom fields
- Support for custom settings and actions using GDSI’s development services
- Introduce a consistent NetDocuments experience representing the NetDocuments first-class user interface
- Accommodates all browsers
- Simple and fast setup, takes minutes
- Support for custom settings and actions using GDSI’s development services
- Introduce a consistent NetDocuments experience representing the NetDocuments first-class user interface
- Simple and fast setup, takes minutes
Technology Platform
- Integration for NetDocuments is built on the Microsoft Azure platform, available 24x7x365
- Logging for problematic synchronizations
Seamless Sync For Worldox©
Law firms leveraging Clio’s cloud-based case management system require a simple and effective way view Case documents from Worldox Web and automatically synchronize Client and Matter data from Clio to Worldox.
Key Features of a Clio + NetDocuments Synchronization
- Automatically syncs Client and Matter data from Clio to Worldox using the new Worldox Web Services platform
- Supports an unlimited number of Cabinets
- Maps custom Client Code field to specific Cabinet Client field
- Maps the Matter Number field to specific Cabinet Matter field
- Support for custom settings and actions using GDSI’s development services
- Requires Worldox Web 3.x – hosted or on-premises
- Accommodates all browsers
- Simple and fast setup, takes minutes
Technology Platform
- Integration for Worldox is built on the Microsoft Azure platform, available 24x7x365
- Logging for problematic synchronizations
- Worldox Web 3.x Services
Let’s Get Started
At GDSI, we’re always interested in meeting new people. Send us a message and we’ll get in touch with you to learn more about your goals and objectives and provide insights into opportunities to collaborate.