Customer stories

Product Business Settings

NetDocuments is popular in Legal Services, Information Technology And Services, and Financial Services industries and is widely used by Mid Market, Enterprise, and Small Business.

Integrations

Other Demand Generation
Digital Signature
Field Service Management
Mobile Marketing

NetDocuments Product Overview

NetDocuments automates document and email management for legal firms with a secure, compliant, and accessible platform. Save time, money, and frustration.

How satisfied the customers are with NetDocuments use-cases

Reviews

"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." - David Orchard
"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 Customer Insights, Testimonials and Case Studies

What benefits does NetDocuments offer for Collaboration?

How does NetDocuments address your Sales Document Management Challenges?

What benefits does NetDocuments offer for Workflow Management?

What solutions does NetDocuments provide for Content Management?

How can NetDocuments optimize your Engagement Management Workflow?

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.

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

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 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

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 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.

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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 →

Gould + Ratner - Legal Services

NetDocuments helped Gould + Ratner improve document management. The law firm saw better collaboration and secure access from anywhere. NetDocuments' CollabSpaces and PatternBuilder MAX changed how le...gal professionals share and manage files. The firm praised the customer support and flexibility. Gould + Ratner set a new standard for legal technology with NetDocuments.

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Chapman and Cutler LLP - Legal Services - Large

NetDocuments helped Chapman and Cutler LLP move from a complex, in-house document management system to a reliable cloud-based platform. The law firm needed to reduce IT maintenance and improve docume...nt management. NetDocuments provided advanced search, email management, and version control. Chapman and Cutler migrated 14 million documents with minimal disruption. The firm now reports high user satisfaction and improved operational reliability.

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Adler Pollock & Sheehan - Legal Services

NetDocuments helped Adler Pollock & Sheehan organize scattered data into one platform. The law firm gained a unified document management system with a simple interface. Lawyers now work with consiste...nt structures. Regular updates and tools like ndMAX and PatternBuilder support ongoing innovation. The IT director highlights ease of use as a key benefit.

Read on →

Arnall Golden Gregory (AGG) - Legal Services - Large

NetDocuments helped Arnall Golden Gregory (AGG) improve user adoption and support for document management. The firm switched from a legacy DMS to NetDocuments for better security and AI integration. ...PatternBuilder and Microsoft integration keep AGG's data safe while enabling AI-powered tools. AGG now explores AI securely, boosting efficiency and automation. NetDocuments' customer support and evolving features drive firmwide innovation.

Read on →
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