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

"It’s clear that NetDocuments has the provisions in place to make sure our data is safeguarded and always going to be there when we need it." - Nick Doughty

Peer review evidence (same sources as the product rating summary)

"...NetDocuments has enabled them to successfully collaborate with colleagues and clients, whether working from home or in the office. ..." Case Study Walker Morris
"...But protecting confidential information while sharing documents between all of these groups is easier said than done...." Doc Management for Higher Education
"...That is, unless you ve got document and with award-winning security, , and all operating in the background of your normal workflow...." Document Management System Lawyers

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 efficiently Does NetDocuments manage your Collaboration?

What Are the key features of NetDocuments for Sales Document Management?

How can NetDocuments enhance your Workflow Management process?

How efficiently Does NetDocuments manage your Content Management?

How does NetDocuments address your Engagement Management Challenges?

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

Nick Doughty

IT Director

Magrath Sheldrick

It’s clear that NetDocuments has the provisions in place to make sure our data is safeguarded and always going to be there when we need it. Testimonial By Nick Doughty
NetDocuments testimonial

Anthony Moore

Director of IT

Burke, Warren, MacKay & Serritella

Just how easy it was to administer and use NetDocuments really jumped out for us in making the decision. Testimonial By Anthony Moore
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

Nick Doughty

IT Director

Magrath Sheldrick

It’s clear that NetDocuments has the provisions in place to make sure our data is safeguarded and always going to be there when we need it. Testimonial By Nick Doughty
NetDocuments testimonial

Anthony Moore

Director of IT

Burke, Warren, MacKay & Serritella

Just how easy it was to administer and use NetDocuments really jumped out for us in making the decision. Testimonial By Anthony Moore
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
 

Fully Integrated and Responsible AI Adoption Fuels NetDocuments Growth ...

NetDocuments is expanding its customer base in the Benelux region, driven by the integration of AI into its Document Management System (DMS). Leading law firms like Astrea and Eubelius are adopting N...etDocuments' AI capabilities, which enhance document management with security and governance. The platform's AI features, such as the ndMAX AI Assistant and Smart Answers, are designed to improve legal workflows and compliance.

Read on →
 

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.

Read on →
 

legalmatters - Legal Services - Legal Services

NetDocuments helped legalmatters, a UK law firm, boost productivity and agility. Staff can now access and search documents securely from any device, anywhere. Enterprise search and Microsoft 365 inte...gration let lawyers find files in seconds. Secure sharing and DocuSign integration improved client communication. The cloud-based DMS enabled remote work and expanded the firm's talent pool during the pandemic.

Read on →
 

University of Dayton - Education - Education

NetDocuments helped the University of Dayton’s Office of Legal Affairs go paperless. The team digitized thousands of files and centralized all documents in one cloud-based system. Staff can now acces...s, search, and share legal documents from anywhere. Advanced search and OCR features save time and boost collaboration. The legal team now supports the university more efficiently with remote access and streamlined workflows.

Read on →
 

Husch Blackwell - Legal Services - Legal Services

NetDocuments helped Husch Blackwell, an Am Law 100 firm, move from on-site servers to a true cloud platform. The firm faced challenges with document access, collaboration, and information governance ...across multiple locations. NetDocuments provided a secure, cloud-based solution with strong integrations, including Microsoft Teams and PacerPro. Over 90% of employees adopted the platform within a year. The firm now works more efficiently, saves time and money, and reduces errors.

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

?

for NetDocuments

Overall Risk Meter

Low Medium High

Top Failure Risks for NetDocuments

NetDocuments, Inc. News

Partnership

8am Announces AI & NetDocuments Updates at Kaleidoscope 2025

8am has introduced an integration between NetDocuments and its MyCase platform, enhancing document management for legal professionals. This integration allows seamless access to NetDocuments files within MyCase, improving efficiency with AI-powered search, version control, and co-authoring capabilities. The update is part of 8am's strategy to provide a unified platform for legal and accounting professionals.

Executive

NetDocuments Names Kaleb Holden to Drive APAC Growth

NetDocuments appoints Kaleb Holden to lead growth initiatives in the Asia-Pacific region, focusing on expanding market presence and driving business development.

Executive

NetDocuments appoints new APAC Head to drive regional growth

NetDocuments has appointed Kaleb Holden as the new Head of Asia-Pacific (APAC) to drive regional growth. With over seven years at NetDocuments, Holden aims to enhance document management and AI adoption among legal professionals in the APAC region. This move aligns with the company's strategy to expand its presence and improve client service through secure AI integration.

Executive

NetDocuments appoints Kaleb Holden to drive further growth in the Asia-Pacific region

NetDocuments has appointed Kaleb Holden as Head of Asia-Pacific to drive growth in the region. With over seven years at the company, Holden will focus on enhancing document management and AI adoption for legal professionals. His role aims to expand NetDocuments' presence in Australia, New Zealand, and the broader APAC region.

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