Legal & Professional Services
NetDocuments, centralized in Dojo360
NetDocuments keeps doing what it does best. Dojo360 brings its matters, documents, time entries into the same back office as every other system you run, so your team works from one record, one set of numbers and one inbox.
Revenue Pipeline
Deals from NetDocuments, live across 5 rooftops · refreshed 32 seconds ago
- NetDocuments2mStage moved to Finance on Camry Hybrid
- Inbox6mWhatsApp reply logged to the deal record
- Inventory11mLand Cruiser GXR reserved for test drive
| Deal | Stage | Owner | Value |
|---|---|---|---|
| Test drive | A. Haddad | $68,400 | |
| Proposal | M. Ortiz | $231,000 | |
| Finance | J. Patel | $34,900 | |
| Negotiation | S. Kim | $41,250 |
What the NetDocuments connector does
Reviewed against the vendor's official developer documentation.
- Status
- Partner access
- Categories
- Legal & Professional Services, Documents & E-Signature
- Industries
- All industries
- Regions
- GCC, India, Singapore, Malaysia, US, UK, EU & ANZ
- Dojo360 can pull
- Matters
- Documents
- Time entries
- Clients
- Envelopes
- Signature status
- Dojo360 can push
- Matters
- Documents
- Envelopes
- Files
- Folders
- Webhooks
- Yes
- Key limits
- Document access respects matter-level security in the source system.
- Access requirements
- NetDocuments developer key approval.
What flows into your Dojo
We map NetDocuments to the shared Dojo360 data model, sync it in both directions where the API allows, and Managed Link monitors the connection so it keeps working.
- Records mapped to the shared Dojo360 data model
- Changes synced in both directions
- Sync health monitored around the clock
Before and after
Data lives in one more tool, and someone exports it by hand when the numbers are needed.
It shows up in the same hub as every other system, ready for reports, automations and alerts.
What your brand gains
One source of truth
No more copies of the same record drifting apart across tools.
Less re-keying
Data entered once is available everywhere it is needed.
Monitored for you
Managed Link watches the connection and fixes it before anyone notices.
Modules NetDocuments powers
Once connected, NetDocuments data is available to these parts of the Dojo straight away.
More in Legal & Professional Services
See all integrationsNetDocuments and its logo are trademarks of their respective owner. Use here identifies compatibility only and does not imply endorsement. See third-party trademarks.