Financial Services Case Studies and Customer Success Stories with NetDocuments

FM Financial - Financial Services

NetDocuments helped FM Financial boost productivity and improve document management. FM Financial needed a secure, cloud-based DMS with seamless Office 365 and Salesforce integrations. They chose Net...Documents for its strong security and intuitive user experience. The solution made it easier for teams to find documents and work efficiently. FM Financial now manages sensitive records with confidence and meets strict compliance standards.

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Education Case Studies and Customer Success Stories with NetDocuments

University of Dayton - Education

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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Accounting Case Studies and Customer Success Stories with NetDocuments

Saffery - Accounting

NetDocuments helped Saffery, a top 20 accounting firm, solve document silos and boost productivity. Staff struggled with scattered files and wasted time searching for the latest versions. Saffery cho...se NetDocuments for its secure, cloud-based document management and easy-to-use interface. The platform enabled centralised, flexible, and secure file sharing and collaboration. Saffery now manages documents efficiently from anywhere, supporting its cloud-first strategy.

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Consumer Goods Case Studies and Customer Success Stories with NetDocuments

Coca-Cola Europacific Partners - Consumer Goods

NetDocuments helped Coca-Cola Europacific Partners use AI to improve legal operations. The legal team adopted NetDocuments as their document management system. They used its AI-powered tools to autom...ate document assembly and workflows. The solution let them search legal documents with natural language. This kept sensitive data private and secure. The team worked faster and more efficiently with NetDocuments and its integration with Xakia.

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Information Technology and Services Case Studies and Customer Success Stories with NetDocuments

Info-Tech Research Group - Information Technology And Services

PatternBuilder MAX helps law firms speed up complex drafting tasks using AI. Info-Tech Research Group shows how PatternBuilder MAX delivers quick wins for legal teams. The case study highlights stron...g ROI from using PatternBuilder MAX. Law firms use the tool to work faster and smarter with legal documents.

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Other Industry Case Studies and Success Stories with NetDocuments

Buchanan Ingersoll & Rooney - Legal Services

NetDocuments AI App Builder helped Buchanan Ingersoll & Rooney automate legal document creation. The firm used the Master Caption App to extract details from court filings and fill templates automati...cally. This cut manual errors and saved over 1,500 hours each year. Legal teams now create more accurate, consistent documents for over 10,000 cases. Staff can focus on important legal work instead of formatting.

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Arnall Golden Gregory (AGG) - Legal Services

NetDocuments helped Arnall Golden Gregory (AGG) move from a difficult document management system to a secure, user-friendly platform. AGG saw better user adoption and improved customer support. The i...ntegration with Microsoft and PatternBuilder gave AGG strong AI security and compliance. AGG now explores AI for legal automation in a safe way. The firm feels confident using AI with NetDocuments as their trusted partner.

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Adler, Pollock, and Sheehan - Legal Services

NetDocuments helped Adler, Pollock, and Sheehan solve problems with scattered data and inconsistent organization. The law firm used NetDocuments to bring all their documents into one platform. Attorn...eys now work with a consistent structure. The interface is easy for everyone to use. Regular updates and tools like ndMAX and PatternBuilder support ongoing innovation. The IT director says ease of use is a key benefit.

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Customer Success Stories of NetDocuments

 

NetDocuments empowers Howes Percival to innovate and enhance client service | NetDocuments

NetDocuments has expanded its agreement with UK law firm Howes Percival to enhance workflow automation and collaboration. By leveraging NetDocuments' intelligent document management system, Howes Per...cival aims to improve efficiency and client service. The integration with Microsoft Teams will facilitate secure collaboration, significantly reducing document processing time.

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McInnes Wilson adopts Actionstep for cloud practice overhaul

McInnes Wilson, an Australian law firm, is modernizing its practice management by adopting a cloud-first system that includes NetDocuments for document management. This transition is part of a broade...r digital transformation aimed at enhancing scalability, innovation, and service delivery. The integration of Actionstep, Elite 3E, and NetDocuments forms a cloud-native ecosystem to support the firm's growth and evolving client needs.

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Chartwell Law Selects NetDocuments for Intelligent Document ...

Chartwell Law has chosen NetDocuments for intelligent document management to improve efficiency and foster innovation.

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