CosmoLex, the cloud-based practice management application, is today introducing an integration with the cloud document-management platform NetDocuments. The integration will allow its customers to access and interact with client emails and documents stored in NetDocuments from directly within their client matters.
This integration adds NetDocuments to the options available within CosmoLex to integrate with third-party DMS systems. It already integrates with Box, Dropbox, Google Drive, Microsoft OneDrive and Microsoft OneDrive for Business.
Earlier this week, I was given a preview of the integration by Rick Kabra, CosmoLex president, and Pankaj Gupta, chief technology officer.
A toggle switch activates the integration.
Within CosmoLex, a toggle switch activates the integration. Once it is activated, the user is taken to NetDocuments to authorize the integration and designate a root folder to store documents related to client matters in CosmoLex.
One the setup is complete, then, when a user views a matter within CosmoLex, the user is able to see the associated documents and emails from within NetDocuments. The user is able to see and manage the associated folder structure in NetDocuments and the lists of documents within each folder.
From within a client matter, the user can see associated files in NetDocuments.
When the user creates a new matter within CosmoLex, the associated file structure is automatically created as a new Workspace within NetDocuments.
A key feature of NetDocuments is the ability it gives users to define sets of document attributes that make them easier to find, such as document type, document author and area of law. The integration carries those attributes over to CosmoLex. When a user uploads a new document from CosmoLex to NetDocuments, the user can use drop-down menus to select and assign any of the NetDocuments attributes.
When uploading a new document, the user can assign attributes from NetDocuments.
