MyCase + NetDocuments Integration: Seamless Practice & Document Management for Law Firms

Managing legal documents is one of the most time-consuming and complex aspects of running a law firm. Between locating the right version of a file, maintaining security compliance, and collaborating across teams, it’s easy for workflows to become fragmented and inefficient. Many firms need more than basic document storage; they need a robust solution that brings order to the chaos.

That’s why we’re excited to introduce the new MyCase + NetDocuments integration. This powerful connection combines MyCase’s intuitive legal practice management platform with NetDocuments, the #1 trusted intelligent document management system for legal professionals.  Now, legal professionals can collaborate in real time, stay organized, and access their NetDocuments workspaces, all without leaving MyCase.

What Is NetDocuments?

NetDocuments is an intelligent document management and productivity platform, purpose-built for legal professionals. It helps law firms keep documents secure, organized, and accessible from anywhere, whether in the office or on the go.

With features like real-time collaboration, version control, audit trails, and powerful search that spans across file types, NetDocuments empowers firms to work more efficiently and confidently.

How Does the MyCase + NetDocuments Integration Work?

The integration is built for efficiency, enabling law firms to streamline document workflows without disrupting existing systems. Here’s how it works:

1. Access NetDocuments Directly Within MyCase: Launch your NetDocuments workspaces and folders right from your MyCase cases using a built-in iFrame, no need to switch between platforms.

2. Collaborate on Documents in Real Time: Work alongside colleagues, clients, or co-counsel with secure sharing, version control, and audit trails—so everyone stays aligned on the latest document version.

3. Sync Documents Automatically From MyCase to NetDocuments: Any documents created or updated in MyCase are automatically pushed to NetDocuments, keeping your team organized and up to date with zero manual uploads.

4. Continue Using Your Existing NetDocuments Library: Keep all your documents right where they are. There’s no need to migrate or duplicate files—just connect and go. You’ll maintain full access to your NetDocuments folders while managing cases seamlessly in MyCase.

Note: This one-way sync ensures documents remain governed by your dedicated DMS policies, preserving control, compliance, and audit history within NetDocuments

Top Benefits of NetDocuments With MyCase

The MyCase + NetDocuments integration combines MyCase’s intuitive case management platform with NetDocuments’ advanced document capabilities, providing firms with a streamlined, centralized way to stay organized and work efficiently.

Here’s how it unlocks immediate value for your team:

Streamline Document Management and Workflows

No more juggling between platforms. With NetDocuments embedded in MyCase, your team can access, edit, and organize documents directly within each case workspace.

Eliminate Document Chaos

NetDocuments' centralized, cloud-based storage brings structure to your document workflows. Everything is version-controlled, searchable, and backed by award-winning security and built-in compliance features trusted by law firms globally.. 

Enhance Collaboration Across Teams

Work together on documents in real time, whether you’re in the office or remote. Edits and updates are tracked with full audit trails, so your team is always aligned.

Find What You Need, Fast

Search across millions of documents, including text within PDFs, Word files, and images, with NetDocuments’ advanced search functionality. Whether you're looking for a contract clause or a scanned exhibit, you’ll find it in seconds.

Built for Mid-Market Firms

This integration is especially valuable for midsize firms that need enterprise-level DMS capabilities without the burden of costly IT overhead. Now, you can meet client demands while maintaining a lean, efficient tech stack.

Work Smarter With Integrated Legal Technology

Whether your firm is already using NetDocuments or you're looking to adopt a best-in-class DMS, the MyCase + NetDocuments integration delivers a new level of flexibility, power, and simplicity. It’s the ideal solution for legal professionals wanting to enhance their practice management without compromising document security or accessibility.

Already using MyCase? Learn more about activating the NetDocuments integration to streamline your document workflows.

New to MyCase? Schedule a demo today to see how this integration can help your firm stay organized, compliant, and client-focused.