NetDocuments can be connected as a plug-in by your LawToolBox administrator.

Learn more: www.lawtoolbox.com/netdocuments/

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Step 1: Activate

This article on how to set up NetDocuments for LawToolBox:


Step 2: Connect Matters and Workspaces

This article will walk you through the following:

  1. Allow connection:
    • Authenticate LawToolBox + NetDocuments
  2. Connect existing LTB matters to workspaces: 
    • Attach an existing case in LawToolBox to Net Documents
    • Matter Name > NetDocuments > Attach Workspace or
    • Matter Dashboard > NetDocuments > Attach Workspace
  3. New matter created with a NetDocuments workspace
    • Pull a workspace from NetDocuments to LawToolBox
    • + New Matter > NetDocuments link > 
    • Search Matter or Advanced Search > Insert > Create


Step 3: Connect Deadlines and Documents

  1. Add documents to deadlines
    • LawToolBox Matter > View and Edit Deadlines > Ellipsis > NetDocuments > Search and link files


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Step-by-step

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2.1: Authenticate

Allow connection:

  • Authenticate LawToolBox + NetDocuments


1. Open app.lawtoolbox.com 

    Note: Do not use the Outlook add-in for this step (redirect pop-up window not supported in Outlook)


2. Select NetDocuments:


Option 1: 

Click on a Matter Name  

Click NetDocuments


Option 2: 

Click +New Matter  

Click NetDocuments




3. Allow:

Accept the connection in app.lawtoolbox.com (first-time users only)


4. Done:

Now your connection is established and you can directly connect to the NetDocuments workspace!


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2.2: Connect Matters to Workspaces

LawToolBox > NetDocuments

  • Attach an existing case in LawToolBox to Net Documents
  • Matter Dashboard > NetDocuments > Attach Workspace


1. Go to Matter Dashboard

Click on the matter name and go to the "Matter Dashboard"


2. Attach NetDocuments

  • Through the matter menu


  • Through the matter dashboard


3. Search:

Use Quick Search or Advanced Search


Quick Search:
Matter Name
Advanced Search:
Cabinet/Client/Matter


4. Update:

Matter and workspace are now connected!

When you click on NetDocuments it will take you directly to the workspace for this client.


5. Connected 

LawToolBox matters with workspaces will include the ND icon

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2.3: Connect workspace to a new matter

NetDocuments > LawToolBox

  • Pull a workspace from NetDocuments to LawToolBox 
  • + New Matter > NetDocuments > Search Matter or Advanced Search > Insert


1. + New Matter

You can look up & insert matter information from NetDocuments

Click NetDocuments
Quick Search or Advanced Search
Add

Auto fills matter details for you

Note: 3rd Party Matter Number 

connects to the designated workspace




Click Next

Add your state and ruleset

Click Create


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3.1. Connect deadlines and files

When viewing the deadline chart click on the ellipsis for any deadline entry

Look through the workspace files and folder and attach



See the document in the deadline in LawToolBox, on the calendar, reminders and reports: