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
See all use cases See less use cases

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
See all business priorities See less business priorities

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.

NetDocuments Customer wins, Customer success stories, Case studies

How can NetDocuments optimize your Collaboration Workflow?

Why is NetDocuments the best choice for Sales Document Management?

How can NetDocuments optimize your Workflow Management Workflow?

What benefits does NetDocuments offer 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

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

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

John Hunter

CIO

Council of Europe

Having a central DMS to store documents means that we will be able adopt common working methods and best practice. Testimonial By John Hunter
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

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

John Hunter

CIO

Council of Europe

Having a central DMS to store documents means that we will be able adopt common working methods and best practice. Testimonial By John Hunter
 

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.

 

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.

Richard and Richard, P.A. - Legal Services

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.

Arnall Golden Gregory (AGG) - Legal Services

NetDocuments helped Arnall Golden Gregory (AGG) move from a difficult document management system to a secure, easy-to-use platform. AGG saw better user adoption and improved support. The integration ...with Microsoft and PatternBuilder keeps data safe and supports AI use. AGG now explores legal AI tools with confidence and finds new ways to work faster and smarter.

Common Ground Condo Law - Legal Services

NetDocuments helped Common Ground Condo Law save time and scale services. The firm used PatternBuilder for document and workflow automation. This tool let staff generate document sets quickly and sav...e them in the right workspace. NetDocuments integrated well with Clio, making the tech stack simple. Lawyers spent less time on repetitive tasks and more on client work.

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.

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

M&A

NetDocuments Completes Acquisition of eDOCS - Yahoo Finance

NetDocuments has completed its acquisition of eDOCS from OpenText, expanding its global reach to over 90 countries. This acquisition strengthens NetDocuments' commitment to modernizing legal work by integrating eDOCS' product portfolio and team. The move ensures continuity for eDOCS' existing customers and partners, offering a seamless path to modernization with enhanced document management solutions.

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.

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.

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.

NetDocuments, Inc. Profile

Company Name

NetDocuments, Inc.

HQ Location

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

Employees

51-100

Social

Financials

M&A