Feature Article: NetDocuments

August 2024    Tags: NetDocuments, PracticeMaster

Tabs3 Billing and PracticeMaster directly integrate with NetDocuments cloud-based document management service! Clients added or modified in Tabs3 Billing, PracticeMaster, or Tabs3 Trust Accounting (Trust) are automatically synchronized to NetDocuments.

The following features are available with NetDocuments:

• Configure integration at the firm level from Tabs3 Billing or PracticeMaster. Once firm-level integration is set up, client and matter information added or changed in Tabs3 Billing, PracticeMaster, or Trust is sent to NetDocuments.
• Configure integration at the user level from PracticeMaster. User-level integration allows access to NetDocuments files from within PracticeMaster.
• Tabs3 Software integrates with NetDocuments at the repository level, so documents from all of your repository’s cabinets are accessible from PracticeMaster.
• You can optionally include your NetDocuments repository when performing a conflict of interest search in PracticeMaster.
• Documents assigned to a client in NetDocuments can be accessed from the PracticeMaster Matter Manager and Client windows.
• Optionally use the View NetDocuments Workspace command from the PracticeMaster Quick Clicks pane to open any NetDocuments workspaces that contain records for the selected client.
• When a NetDocuments record is selected in the PracticeMaster Matter Manager or Client file, clicking Send Email from the Quick Clicks pane will include a link to the selected document in the email message.

NetDocuments integration with Tabs3 Billing is available in Version 2024 and later. Configuring firm level integration in Tabs3 Billing requires a PracticeMaster license or PracticeMaster Try Before You Buy license.

For more information on how NetDocuments integrates with Tabs3 Software, see KB Article R11786, “NetDocuments Integration.”