NetDocuments Overview

NetDocuments automates document and email management for legal firms with a secure, compliant, and accessible platform. Save time, money, and frustration.

Use Cases

Customers recommend Collaboration, Sales Document Management, Workflow Management, as the business use cases that they have been most satisfied with while using NetDocuments.

Other use cases:

  • Content Management
  • Engagement Management
  • Helpdesk Management
  • Compliance & Governance
  • Knowledge Management
  • Communication Management
  • Lead Management
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Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities that customers and associates have achieved using NetDocuments.

Other priorities:

  • Acquire Customers
  • Improve ROI
  • Manage Risk
  • Grow Market Share
  • Improve Consistency
  • Improve Efficiency
  • Increase Sales & Revenue
  • Establish Thought Leadership
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NetDocuments Use-Cases and Business Priorities: Customer Satisfaction Data

NetDocuments works with different mediums / channels such as Mobile.

NetDocuments's features include Personalization, Recording, Gamification, etc. and NetDocuments support capabilities include Email Support, 24/7 Support, Chat Support, etc. also NetDocuments analytics capabilities include Custom Reports, and Analytics.

Reviews

"Because of the pandemic, I didn't get much training on NetDocuments. But because it's so simple, it was really easy to pick up and use." - Abbie Thomas

NetDocuments, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, IntelligenceBank, etc., all belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for NetDocuments

Top Industries

  • Legal Services
  • Information Technology and Services
  • Financial Services

Popular in

  • Mid Market
  • Enterprise
  • Small Business

NetDocuments is popular in Legal Services, Information Technology And Services, and Financial Services and is widely used by Mid Market, Enterprise, and Small Business.

Comprehensive Insights on NetDocuments Use Cases

How can NetDocuments enhance your Collaboration process?

How does NetDocuments address your Sales Document Management Challenges?

How can NetDocuments enhance your Workflow Management process?

What Are the key features of NetDocuments for Content Management?

How efficiently Does NetDocuments manage your Engagement Management?

26+ more Business Use Cases

12 buyers and buying teams have used Cuspera to assess how well NetDocuments solved their Content Management Systems needs. Cuspera uses 1989 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
NetDocuments testimonial

Abbie Thomas

Walker Morris
Because of the pandemic, I didn't get much training on NetDocuments. But because it's so simple, it was really easy to pick up and use. Testimonial By Abbie Thomas
NetDocuments testimonial

Ploum
Nothing is as fabulous as NetDocuments for finding something when I do not have a clue where I need to look for it. Testimonial By Ploum
NetDocuments testimonial

Nina Stewart

Founding Partner

Astraea Group
NetDocuments allows us to regularly review what’s still outstanding and make sure compliance and governance concerns are dealt with as soon as they come. I can log in and see where we are in the various matters and take any necessary action. It’s extremely beneficial for me running the firm. Testimonial By Nina Stewart
CUSTOMERS TESTIMONIALS
NetDocuments testimonial

Abbie Thomas

Walker Morris
Because of the pandemic, I didn't get much training on NetDocuments. But because it's so simple, it was really easy to pick up and use. Testimonial By Abbie Thomas
NetDocuments testimonial

Ploum
Nothing is as fabulous as NetDocuments for finding something when I do not have a clue where I need to look for it. Testimonial By Ploum
NetDocuments testimonial

Nina Stewart

Founding Partner

Astraea Group
NetDocuments allows us to regularly review what’s still outstanding and make sure compliance and governance concerns are dealt with as soon as they come. I can log in and see where we are in the various matters and take any necessary action. It’s extremely beneficial for me running the firm. Testimonial By Nina Stewart

Case Studies

Legal Services

CASE STUDY Kutak Rock

NetDocuments helped Kutak Rock upgrade from 12 separate document libraries to a single intelligent document management system. Attorneys no longer waste time connecting to different servers or waitin...g for indexing. The new system lets them search all document collections in seconds. IT teams no longer manage multiple on-premises servers, reducing strain and boosting security. Attorneys now spend more time serving clients and less time on document issues.

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Legal Services

CASE STUDY Progressive Legal

NetDocuments helped Progressive Legal move from local storage and Microsoft SharePoint to a secure, cloud-based document management system. The law firm needed a better way to find, share, and collab...orate on documents from anywhere. NetDocuments integrated with their Clio Practice Management System and Microsoft Outlook. The solution improved team collaboration, document security, and eliminated version control issues. Progressive Legal found the user experience, security, and pricing of NetDocuments to be a great fit for their needs.

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Education

CASE STUDY University of Dayton

NetDocuments helped the University of Dayton Office of Legal Affairs move from disorganized personal storage to a centralized, cloud-based document management system. The team can now find documents ...quickly and work from anywhere. Integrating NetDocuments with Gmail streamlined their workflows. Digitizing records and using OCR made searching for documents easy. The university saw big efficiency gains and improved support for their operations.

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Legal Services

CASE STUDY Waldon, Adelman, Castilla, Hiestand & Prout

NetDocuments helped Waldon, Adelman, Castilla, Hiestand & Prout modernize their law firm. The firm needed a document management system that worked with Outlook, Word, and Adobe. NetDocuments gave the...m better search, smart filing, and strong security. The team found documents faster and improved client service. A partner at the firm said NetDocuments changed how they work every day.

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Legal Services

CASE STUDY Skadden, Arps, Slate, Meagher & Flom LLP

NetDocuments helped Skadden, Arps, Slate, Meagher & Flom LLP upgrade their document management system. Skadden wanted a flexible, intuitive, and secure cloud platform that integrates with their inter...nal tools. A cross-functional committee at Skadden chose NetDocuments for its proven innovation and strong user experience. The firm valued NetDocuments' track record and the comfort level with its team. NetDocuments now supports Skadden’s 1,700 lawyers across 21 offices, helping them deliver excellent client service.

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Legal Services

CASE STUDY Richard and Richard, P.A.

NetDocuments helped Richard and Richard, P.A., a small Miami law firm, move from Worldox to a cloud-based document management system. The firm faced problems with Worldox, including a hard-to-use int...erface, storage limits, and trouble sending large files. After switching to NetDocuments, the team saw a smooth transition, better document management, and cost savings. The new system made it easier to organize, find, and access documents, and removed storage worries.

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Frequently Asked Questions(FAQ)

for NetDocuments

What is NetDocuments?

NetDocuments is a Document management software that is coupled with security and compliance. It can be used by IT, Knowledge management and legal teams in Professional services organizations, Corporate legal departments, Real Estate and Law Firms.

NetDocuments DMS platform enables document sharing, collaboration and management in one secure location ensuring security and compliance with IT governance protocols including back-up and other regulations. The platform is also available on mobile Android and imobile versions enabling work on the go. NetDocuments also allows collaboration of documents with internal and external stakeholders.

NetDocuments provides tools for organizing emails without having to leave Outlook. It provides flexibility with filing options with tools powered by AI enabling faster search and retrieval facility.

What is NetDocuments used for?

NetDocuments is a Content Management Systems Software mainly used by its customers to Enhance Customer Relationships and Scale Best Practices by Collaboration, Sales Document Management and Workflow Management .

What are the top features of NetDocuments?

Personalization, Recording and Gamification are some of the top features of NetDocuments.

Who uses NetDocuments?

NetDocuments is used by Legal Services, Information Technology And Services and Financial Services among other industries.

What are NetDocuments alternatives?

Intelligencebank DAM, Responsive (Formerly RFPIO), Hyland Governance and IntelligenceBank are popular alternatives for NetDocuments.

Where is NetDocuments located?

NetDocuments is headquartered at 2500 W Executive Parkway, Suite 350, Lehi, Utah 84043, US.
lightning

Peers used NetDocuments for collaboration and sales document management

NetDocuments Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.26/5 ★

Read Reviews (9)
Custom Reports

4.43/5 ★

Read Reviews (141)
Analytics

4.41/5 ★

Read Reviews (90)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.26/5 ★

Read Reviews (9)
Custom Reports

4.43/5 ★

Read Reviews (141)
Analytics

4.41/5 ★

Read Reviews (90)

Software Failure Risk Guidance

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for NetDocuments

Overall Risk Meter

Low Medium High

Top Failure Risks for NetDocuments

NetDocuments, Inc. News

Product

NetDocuments Expands Its Intelligent DMS with AI Profiling for Documents and Its First Agentic AI Tool for Editing in Microsoft Word - Legal IT Professionals | Everything legal technology

NetDocuments has enhanced its Intelligent Document Management System (DMS) with AI Profiling and a new Agentic AI Editing Tool for Microsoft Word. AI Profiling automates metadata enrichment, improving document organization and compliance. The Agentic AI Tool allows real-time editing in Word, enhancing legal workflows. These innovations aim to boost productivity and creativity for legal professionals.

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Product

NetDocuments unveils AI - powered DMS features for legal teams

NetDocuments has introduced AI-powered features to its Document Management System (DMS) for legal teams, enhancing document editing, metadata profiling, and workflow automation. The new capabilities include AI Profiling for metadata enrichment, background automation apps for task efficiency, and an agentic AI editing tool for Microsoft Word. These features aim to reduce manual work, improve document accuracy, and support compliance, aligning with NetDocuments' strategy to integrate practical AI into existing legal tools.

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Partnership

NetDocuments Partners With Harvey, Legora for Its New ndConnect Program - Law.com

NetDocuments has launched the ndConnect program, integrating its platform with AI-powered legal tech companies Harvey and Legora. This initiative aims to enhance NetDocuments' offerings by leveraging advanced AI capabilities from these partners, marking a significant step in its strategy to expand integration with third-party technologies.

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Product

NetDocuments Launches ndConnect Integration Program and Partnerships with Harvey and Legora

NetDocuments has introduced ndConnect, an integration program enabling third-party AI solutions to work seamlessly within its document management system. Initial partnerships with Harvey and Legora focus on legal AI applications, ensuring security and governance. The program supports document summarization and contract analysis, with plans to expand to more AI vendors, enhancing NetDocuments' platform strategy.

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NetDocuments, Inc. Profile

Company Name

NetDocuments, Inc.

Company Website

https://www.netdocuments.com/

HQ Location

2500 W Executive Parkway, Suite 350, Lehi, Utah 84043, US

Employees

51-100

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Financials

M&A