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:
- Allow connection:
- Authenticate LawToolBox + NetDocuments
- 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
- 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
- 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: