
Legal Practice Management + Document Management
Streamline workflows with integrated legal practice and document management systems.
Choosing the right technologies for your law firm is essential to stay competitive and deliver superior client services. The integration of legal practice management and document management systems enhances efficiency, boosts productivity, and maximizes ROI. This powerful combination empowers your team to streamline workflows and gain a strategic advantage in today’s fast-changing legal landscape.
Enable your best work with two powerful systems working seamlessly together.
Centralize your information

Combining the power of your PMS and DMS unifies documents, matter details, tasks, and communications in one trusted location. With a single source of truth, your team stays aligned, reduces duplication, and makes faster, more informed decisions.
Automate routine workflows

Automate repetitive tasks like time tracking, document creation, filing, and more. Integration streamlines workflows so your team spends less time on admin and more time on high-value work, increasing productivity, reducing errors, and delivering exceptional client services.
Improve team collaboration

Integrated tools foster better collaboration by connecting communication, files, task management, and document workflows. Whether your team is in the office or remote, everyone works from the same playbook — boosting efficiency and cohesion.
Boost operational efficiency
Eliminate silos, reduce duplicate work, and streamline tasks like time tracking, matter management, and document workflows — all in one connected experience. “We have one place where we can see everything related to a matter.” Nina Stewart, co-founder, Astraea Group


Build a smarter tech stack without the growing pains
As your firm or legal team grows, integrating legal practice management and document management systems is the solution that scales with you, and for you. Add new matters, users, or practice areas without breaking your workflow — or your tech stack.
Greater ROI and elevated client services
Individually, legal PM and DMS tools offer substantial benefits. But these two systems are better when connected and working together. Combining your PM and DMS tools doesn’t just boost productivity — it enhances data security and compliance too. See how to build a connected, secure foundation that protects client information and empowers your team to work smarter.

customer stories
See what customers are saying…
“We required a solution that would enable our lawyers to work from anywhere with minimal disruption. At the same time, our new DMS needed to seamlessly integrate with our existing practice management solution, which underpins our business.”

Richard Price
Maurice Turnor Gardner
“We wanted to have a system that would allow us to see all matter details effectively, and the combination of Actionstep and NetDocuments has accomplished that. We have one place where we can see everything related to a matter — the time recording, the billing, and all the documents and emails associated with that matter. It’s a robust, efficient system.”

Nina Stewart
Astraea Group
Resources
Level up with these resources
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- Webinar
Better Together: Practice Management and Document Management with NetDocuments + Clio
Elevate Your Legal Practice with This Seamless Integration As a legal…
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- Webinar
Reviewing Your Legal Tech Stack: Practice & Document Management
How to Build a Legal Tech Stack That Gives Your Law…
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- eBook/Whitepaper
Combining the Power of Practice Management and Document Management Systems for Small Firms
Work From Anywhere While Elevating the Delivery of Client Services As…
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- eBook/Whitepaper
Combining the Power of Practice Management and Document Management Systems
Realize Greater ROI & Elevate the Delivery of Client Services Get…
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