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Connecting LeanLaw & NetDocuments

This guide walks you through the NetDocuments setup process so you can get started quickly and confidently with your document management.

Jessica McCullough avatar
Written by Jessica McCullough
Updated over a week ago

The LeanLaw + NetDocuments integration allows your firm to seamlessly sync client and matter records between the two systems—saving time, reducing manual entry, and helping ensure accuracy across platforms.


✅ Prerequisites

  • Your firm must be on a Pro or Elite LeanLaw subscription.

  • The NetDocs integration must be enabled for your firm. If you’re unsure whether it’s active, reach out to your LeanLaw account representative.


⚙️ Step-by-Step: Connecting LeanLaw to NetDocs

1. Enable the Integration

Once the integration feature is turned on, navigate to the Firm Settings area in LeanLaw. There, you’ll find the NetDocs integration setup option.

2. Grant Permissions

You’ll be prompted to authenticate with NetDocs and approve a set of standard permissions that allow LeanLaw to sync data securely between systems.

3. Select a Cabinet

Choose a NetDocs cabinet for your integration.
Important: The selected cabinet must be organized by matters—this is a technical requirement for the integration to work properly. Cabinets that aren’t matter-based will be disabled in the selection list.

4. Map Practice Areas (Optional)

If your firm uses Practice Areas, you can choose to map them during setup. This is especially useful for firms who have templated NetDocs workspaces by practice area (e.g., Family Law, Litigation).

5. Review Existing Clients & Matters (Recommended)

Before activating the integration, we recommend downloading a Client-Matter Report. This allows you to:

  • Identify existing records in NetDocs and LeanLaw.

  • See which records match and which do not.

  • Address any discrepancies before syncing begins.

This step helps minimize errors and prevents duplicates during the setup.

6. Activate the Integration

Once everything looks good, you’re ready to activate. Just click Activate Integration, and LeanLaw will begin syncing client and matter data with NetDocs.


Need Help?

If you have questions about setup or run into any issues, feel free to contact LeanLaw Support at support@myleanlaw.com or via the chat bubble. We’re happy to assist you!

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