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
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

"That flexibility of working within the cloud environment — anywhere, any time and on any device — was key for us." - Warrick McLean

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 Are the key features of NetDocuments for Collaboration?

Why is NetDocuments the best choice for Sales Document Management?

How efficiently Does NetDocuments manage your Workflow Management?

What Are the key features of NetDocuments for Content Management?

What Are the key features of NetDocuments for Engagement Management?

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

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

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

John Turner

Chief Operating Officer

Ellisons Solicitors

We needed to furnish our people with the ability to work anywhere and to work efficiently and that’s what NetDocuments offers. Testimonial By John Turner
CUSTOMERS TESTIMONIALS
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

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

John Turner

Chief Operating Officer

Ellisons Solicitors

We needed to furnish our people with the ability to work anywhere and to work efficiently and that’s what NetDocuments offers. Testimonial By John Turner
 

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.

Read on →
 

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.

Read on →

Coca-Cola Europacific Partners (CCEP) - Consumer Goods - Consumer Goods

NetDocuments helped Coca-Cola Europacific Partners (CCEP) use AI to improve legal operations. CCEP's legal team adopted ndMAX, an AI-powered suite, to automate contract drafting and invoice review. T...he team built a custom contract playbook app and an invoice review app in just 30 days. These tools reduced manual work, saved time, and improved contract accuracy. CCEP now plans to expand AI use to more legal tasks, boosting productivity and compliance.

Read on →

Chapman and Cutler - Legal Services - Legal Services

Chapman and Cutler switched from a custom document management system to NetDocuments. Their old system was hard to maintain and unreliable. NetDocuments gave their all-Mac user base a stable, cloud-b...ased solution. The firm saw big improvements in reliability and efficiency. Staff are very satisfied with the product's core features.

Read on →

Common Ground Condo Law - Legal Services - 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.

Read on →

Richard and Richard, P.A. - Legal Services - 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.

Read on →

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 launches Smart Answers, expands AI models

NetDocuments has launched Smart Answers, a feature that allows legal professionals to query their firm's document repository using natural language, providing contextual answers with citations. This tool enhances efficiency and leverages institutional knowledge. Additionally, NetDocuments has expanded its AI capabilities by integrating with leading AI models, including ChatGPT and Claude, to facilitate secure workflow orchestration across systems. These enhancements will be available to ndMAX Enterprise customers starting March 31, 2026.

Product

NetDocuments Reveals Smart Answers and New Integrations

NetDocuments has launched Smart Answers, a feature that allows legal professionals to query their firm's document repository using natural language for contextual responses. This enhancement, available to ndMAX Enterprise customers from March 31, 2026, integrates with leading AI models like ChatGPT and Claude, enhancing workflow orchestration without compromising security or governance.

Product

NetDocuments hastens global AI adoption in the legal space with Smart ...

NetDocuments accelerates AI adoption in the legal sector with its Smart technology, enhancing document and email management for legal firms globally. This initiative aims to streamline legal workflows and improve efficiency through advanced AI capabilities.

Product

NetDocuments Launches New Search Tool 'Smart Answers', Enhances AI ...

NetDocuments has launched 'Smart Answers', a natural-language search tool designed to deliver relevant document results from a firm's repository. This feature utilizes document classification and metadata extraction. Additionally, NetDocuments introduced MCP compatibility to enhance integration with other AI applications.

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