NetDocuments

NetDocuments integrates with both our Practice Management and Legal Accounting platforms. The integrations focus on reducing unnecessary admin and double handling of documents.

NetDocuments for Practice Management

NetDocuments offers world-class document management, customizable meta-data and versioning hosted in the cloud. NetDocuments comprehensive integration with Actionstep Practice Management gives Actionstep users even more document automation and management functionality right at the heart of your practice management system.

With this integration, your firm can link NetDocument workspaces to corresponding matters in Actionstep. Get access to workspaces and two way synching between NetDocuments and Practice Management directly from within the matter screen in Actionstep.

Combine NetDocuments with Actionstep Practice Management to give your firm unmatched productivity tools.

NetDocuments for Legal Accounting

The Legal Accounting and NetDocuments integration connects your legal accounting system with your documents management platform to create a seamless workflow between case documents and financial records. Users can access and save documents from NetDocuments from directly within Legal Accounting, so you can keep files and financials tied to the same matter. It eliminates the need to switch between platforms, ensuring that everything from invoices to trust records is backed by the ccorrect documentation.

Documents stored in NetDocuments are easily linked to Legal Accounting matters, improving audit readiness and reducing administrative burden. The result is a more efficient, organized practice with better visibility across teams.

Get Started

Learn more on the Actionstep User Guide.