Actionstep to NetDocuments DMS Sync
VERLATA INTEGRATIONEvery document added to a matter in Actionstep — by your team or by integrations like InfoTrack — lands in the matching NetDocuments matter the moment it arrives. No manual saving. No double handling. No files left behind.
Your DMS is only as good as what actually gets filed in.
THE PROBLEMFirms running Actionstep alongside NetDocuments know the drill: documents pile up in Actionstep's native DMS — searches from InfoTrack, correspondence, court documents — and someone has to manually move each one into NetDocuments.
That someone is usually a fee earner or a legal assistant. Every file they drag across is time off the clock. Every file they miss is a compliance gap waiting for the worst possible moment to surface.
Built for how legal teams actually work.
KEY FEATURES AND BENEFITSFrequently Asked Questions
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No. Your team keeps working in Actionstep exactly as they do today. The sync runs in the background — the only change they'll notice is that documents stop needing to be moved by hand.
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They're covered. Any document added to a matter — whether by a person or a third-party integration — triggers the sync and lands in the corresponding NetDocuments matter.
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Files sync into corresponding top-level folders in NetDocuments. If a folder doesn't exist yet, the sync creates it, so your designated filing structure is maintained automatically.
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This is a purpose-built solution, not a bespoke development project. Verlata handles configuration for your environment — book a walkthrough and we'll scope your setup on the call.
See your documents sync — live, on your own matters.
Book a 20-minute walkthrough with Verlata. We'll show the sync running end-to-end and scope the setup for your Actionstep and NetDocuments environments.