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©

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©

worldox-logo21

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.