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

"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 ex...tremely beneficial for me running the firm." - Nina Stewart

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.

NetDocuments Customer wins, Customer success stories, Case studies

What benefits does NetDocuments offer for Collaboration?

How does NetDocuments address your Sales Document Management Challenges?

Why is NetDocuments the best choice for Workflow Management?

What makes NetDocuments ideal for Content Management?

How can NetDocuments enhance your Engagement Management process?

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.

CUSTOMERS TESTIMONIALS
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
NetDocuments testimonial

Warrick McLean

CEO

Coleman Greig
That flexibility of working within the cloud environment — anywhere, any time and on any device — was key for us. Testimonial By Warrick McLean
NetDocuments testimonial

David Orchard

Administrative Manager/Director of Client Services

Kutak Rock
We believe in a single platform, as organizations deserve best-in-class software that works seamlessly with their existing technology stack. NetDocuments delivers innovation you can depend on. Testimonial By David Orchard
CUSTOMERS TESTIMONIALS
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
NetDocuments testimonial

Warrick McLean

CEO

Coleman Greig
That flexibility of working within the cloud environment — anywhere, any time and on any device — was key for us. Testimonial By Warrick McLean
NetDocuments testimonial

David Orchard

Administrative Manager/Director of Client Services

Kutak Rock
We believe in a single platform, as organizations deserve best-in-class software that works seamlessly with their existing technology stack. NetDocuments delivers innovation you can depend on. Testimonial By David Orchard
 

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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Kutak Rock - Legal Services

NetDocuments helped Kutak Rock move from 12 separate document libraries to a single intelligent document management system. Attorneys now search all document collections in seconds, instead of waitin...g for indexing or switching servers. Productivity increased as IT roadblocks disappeared, letting attorneys focus on client work. The firm eliminated the burden of managing on-premises servers, improving security and compliance. David Orchard praised the fast, reliable search and reduced IT strain.

Read more →

Kelley Drye & Warren LLP - Legal Services

NetDocuments AI App Builder helped Kelley Drye & Warren LLP automate legal workflows. The law firm used the platform to build AI apps for lease extraction and risk reduction. The lease extraction app... replaced manual review with instant, structured results. This improved efficiency and reduced risk for clients. The solution kept sensitive data secure within the firm's document management system.

Read more →

Davis Wright Tremaine - Legal Services

NetDocuments helped Davis Wright Tremaine improve document management with AI-powered tools and Microsoft 365 integration. The firm needed a secure, centralized platform to manage legal workflows and... reduce tool sprawl. NetDocuments provided client and matter-based security, ethical walls, and seamless collaboration. PatternBuilder MAX let users create custom apps and workflows without coding. The result was better team collaboration and simplified work processes.

Read more →

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

?

for NetDocuments

Overall Risk Meter

Low Medium High

Top Failure Risks for NetDocuments

NetDocuments, Inc. News

Partnership

Vincent by Clio Joins NetDocuments ndConnect Program to Deliver Secure, Global Legal AI Research - PR Newswire

NetDocuments has integrated Vincent by Clio into its ndConnect program, enhancing legal AI research capabilities for its users. This partnership allows legal professionals to access Clio's extensive legal library and AI-driven insights directly within NetDocuments, ensuring secure, comprehensive research workflows. The collaboration aims to streamline legal research and document management, connecting global legal knowledge with daily legal tools.

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M&A

Accelerated growth in APAC as NetDocuments drives legal AI adoption with its intelligent DMS - PR Newswire

NetDocuments has secured a significant investment from Warburg Pincus, alongside existing investor Cove Hill Partners. This investment aims to accelerate NetDocuments' growth and innovation in the legal tech space. Warburg Pincus is acquiring Clearlake Capital's interest in NetDocuments, supporting its expansion and market reach. The company will continue to be led by CEO Josh Baxter.

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M&A

NetDocuments Announces Agreement to Acquire eDOCS from OpenText - PR Newswire

NetDocuments has announced a definitive agreement to acquire eDOCS, a legal document management solution from OpenText. The acquisition aims to enhance NetDocuments' focus on legal document management and AI-powered innovation. The transaction, pending regulatory approvals, is expected to close in early 2026. eDOCS customers will have a pathway to integrate with NetDocuments' cloud-based DMS.

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M&A

NetDocuments Announces Agreement to Acquire eDOCS from OpenText | NetDocuments

NetDocuments has entered into a definitive agreement to acquire OpenText's legal document management solution, eDOCS. This acquisition aims to enhance NetDocuments' focus on legal document management and AI-powered innovation. The transaction is expected to close in early 2026, subject to regulatory approvals. eDOCS customers will be supported and have the option to integrate with NetDocuments' cloud-based platform.

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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

Social

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Financials

M&A