Adding a New Client and/or Matter to NetDocuments

Posted in NetDocuments Admin Tips, NetDocuments Tips on December 6, 2018 by Craig Bayer

Adding a new client and matter in NetDocuments may seem like a small task, but it plays a vital role in streamlining your document management workflow. For legal professionals and firms relying on NetDocuments for efficient organization and seamless collaboration, mastering this process ensures your team stays productive and compliant.

Whether you’re new to NetDocuments or looking to refine your approach, this guide will walk you through every step, providing the clarity and support you need. With our expertise and proven strategies, you’ll be managing clients and matters with confidence in no time.

Adding a New Client

Step 1: Hi First Name –> Admin

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Step 2: Admin –> Profile Attributes

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Step 3: Double Click on Client

Step 4: Click Add Client

Step 5: Fill out the information below

Most of the time, you must fill out a Client Key and Description, and nothing else.

Step 6:  Click Close

 

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Adding a New Matter

Adding a Matter is very similar to adding a Client, except for selecting the Client Key before completing the Matter Key and Description. This establishes the parent-child relationship between the client and the Matter.

Step 1:  Double Click on Matter

Step 2:  Click Add Matter

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Step 3: Enter the Matter Information

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer