To manage documents related to matters, you can integrate the CSI software with NetDocuments, M‑Files, or iManage. The team handling the matter  will then find the documents directly in the matter's Documents folder, which opens a window into the document management system and allows both document handling and the creation of new documents.

Visibility restrictions set for a matter in the CSI software can be configured to inherit into the document management system as well, ensuring they also apply to the documents linked to the matter. CSI is a reseller of NetDocuments and M‑Files, so in addition to the integration, you can obtain the necessary licenses and implementation services from us.

NetDocuments is a cloud-based document and content management solution tailored specifically to the needs of the legal sector. It offers firms of all sizes easy-to-use and secure tools for creating, editing, versioning, and searching documents, and it allows sharing documents also with external contacts.

M‑Files is likewise a widely used document management solution in law firms, offering advanced search and editing features, version control, and document protection. For customers using the CSI software as a cloud service, M‑Files is also available from the CSI cloud.

CSI software can also be integrated with iManage. However, please note that with iManage integrations, CSI’s support services are limited exclusively to matters related to the integration itself.

You can request more information about document management systems or integrations from our sales team at sales@csihelsinki.fi or by directly contacting Sales Director Mikko Hämäläinen.