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5 Indisputable Advantages To Legal-Specific Online Document Management

How Much is Outdated Technology Costing Your Law Department?

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See NetDocuments in Action

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Digital transformation is increasingly important in business environments around the globe. But what exactly is at the heart of those strategic boardroom decisions? Customers are the single most important transformation driver for organizations today; as such, customer experience must be among the top priorities. Companies focused on delivering an exceptional experience to their customers, both internal and external, will see improved information management and business alignment in 2022 and beyond.

In this infographic, AIIM identifies 9 Customer-Focused Data Points for Information Managers from their 2022 State of the Industry for Intelligent Information Management report, underwritten by NetDocuments.

The most IMPORTANT ingredient in
your digital transformation strategy

34%

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enriching customer experience in all aspects of the business

The most EFFECTIVE strategy for
getting stakeholder support

36%

making the connection between information management and customer experience

Executive attitudes toward information
management practices

25%

if it doesn’t help “move the product” it’s not a high priority

25%

it directly impacts the business success

28%

it’s a cost of doing business for legal and regulatory compliance

Perception of Information Governance
is largely negative

28%

governance efforts are largely defined by/confined to retention schedules/policies

30%

workers’ eyes glaze over at the mere mention of the phrase

Organizations are failing to align information
management strategy with business strategy

C-

average business
alignment grade
on a scale from
A (Excellent) to F (Poor)

Higher alignment scorers focus
their information management
efforts in three areas

Process
improvement

44%

Information
access

29%

Data
analysis

16%

Higher alignment scorers encourage
content collaboration across virtual
workforces and organizational boundaries

60%

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have an explicit strategy and systems to support this

Customer journey-mapping
competency is low

72%

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would grade their organization as average or worse in documenting customer experience across key processes

Lines between “information” and
“data” management blur

45%

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yes, we differentiate between the two

38%

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no, we don’t differentiate between the two

Download your copy of the infographic!

Want to see the full State of the Industry report? Get yours here.

Who is the Everywhere Hero?

Anyone in your organization — even you!

With PatternBuilder, you can replicate and extend your expertise to be everywhere...even when you can’t be. Take your mundane, repetitive tasks and AUTOMATE them. So they’re done the right way — your way — every time.

Who is the Everywhere Hero?

Anyone in your organization — even you!

Who is the Everywhere Hero?

Anyone in your organization – even you!

Who is the Everywhere Hero?

Anyone in your organization – even you!

Everywhere Heroes In the Making

Not all automation solutions are the same. See how you can use PatternBuilder to create Everywhere Heroes that can translate legal, business, and client expertise into workflows, automated document templates, and apps to support mission-critical processes.

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Graphic of the text SUPER-EMPOWER YOUR TEAM.

Using a “no code” approach that’s both flexible and intuitive, PatternBuilder puts an organization’s experts (aka your Everywhere Heroes) at the center of custom document creation. And makes it EASY to create, manage, and adjust automations — all natively within the NetDocuments DMS platform.

Graphic of the text SIMPLIFY THE COMPLEX

Automate and connect multipart processes like approvals and reviews while incorporating your unique rules and logic. Create an end-to-end document automation workflow and share it via secure link, on your website, or from NetDocuments.

As part of the NetDocuments platform, PatternBuilder inherits the sophisticated security and compliance certifications that thousands of law firms, corporate legal departments, and public sector entities trust with their most important documents and information. Now you can innovate while remaining compliant.

Our firm has seen major efficiencies, including cutting down the time it takes to prepare some documents by as much as 90%. These efficiencies free up our staff to serve more clients and do higher-level work.

Josh Waddell

Chief Innovation Officer / Siskind Susser

Superhero Powers in Play

With superpowers come endless possibilities. Here are just a few ways lawyers and legal professionals are putting PatternBuilder into play.

Speed:

A law firm can increase the speed at which they win new business by automating the “inquiry to engagement” process because PatternBuilder allows users to build apps that support online matter intake and automatically generate client engagement letters and other document types, enabling true practice automation.

Strength:

A legal department can better manage internal requests and streamline efficiencies by developing apps for legal work intake requests by gathering relevant information, automating the creation of documents, and then profiling and securely storing files in the appropriate NetDocuments workspace.

Smarts:

Practice groups with complex, document-heavy work can leverage PatternBuilder to eliminate potential errors and build innovative client solutions. For example, an M&A practice group can build their own customized term sheet intake app to automatically populate M&A documents with even the most complex legal logic requirements.

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Learn More about PatternBuilder

Product Highlights Video

Watch this 90-second preview that highlights the primary features and functionality of PatternBuilder.

PatternBuilder Brochure

Download this one-page overview of the benefits of the PatternBuilder legal document and workflow automation tool.

Product Page

Read more about the value that PatternBuilder brings to law firms of all sizes, corporate legal departments, and the public sector.

PatternBuilder is an add-on to the
NetDocuments DELIVER solution.

Collaboration Spaces and Extranets

CollabSpaces makes it easy to securely share content from NetDocuments — no third-party file sharing service or extranet necessary.

Documents Bundling and Sets

Standardize processes, streamline workflows, and increase the speed of service delivery for compiling and distributing documents.

DELIVER Brochure

Solve your biggest content collaboration and workflow challenges with tools to safely organize, package, share, and automate content for clients.

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Read the full press release

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"We are thrilled to welcome Worldox customers, partners, and employees to NetDocuments, and look forward to building upon the strong relationships established by the Worldox team. Going forward, our focus will be integrating Worldox customers onto our cutting-edge platform at their own pace, while delivering on our commitment to all of our customers through continual innovation on the NetDocuments platform."

— Josh Baxter, CEO, NetDocuments

Do you have questions? We are here to help!

Questions about NetDocuments or the acquisition:

Our dedicated Experience Specialists are here to help!

Questions about Worldox Billing and Support:

Continue to contact the same resources as before. Their information is shared below for your convenience:

For media related questions or inquiries, please contact Melissa Mickelson and Jobst Elster.

Resources you may be interested in...

In the News

NetDocuments Acquires Worldox
‍Customer-first approach and vision for the future of legal work create synergies in forward-looking acquisition.

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The Future is Cloud Native
‍Read industry trends and why firms of all sizes are making the move.

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Read stories about why firms moved to NetDocuments and how they’re achieving success for their firm.

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Through our partnership with Lawyerist, new customers are eligible to receive an exclusive 10% discount on NetDocuments.**

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Why Small Law Firms Choose NetDocuments

NetDocuments, the #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work, is backed by 20+ years of experience in native cloud innovation and offers a complete end-to-end platform for document and email organization and management, including award-winning security and research capabilities; robust automation, collaboration, and search technologies; and 150+ seamless integrations with other tools you use daily, such as Microsoft Office, electronic court filing and signature software, and your practice management system.

Improve Document Collaboration

Whether you work in email, documents, or Teams, NetDocuments makes it easy to access the right content and collaborate with internal and external parties from anywhere, on any device — without your documents ever leaving the security of your DMS.

Save Time for More Focus on Client Service

When you don’t have to waste time creating, finding, researching, bundling, sharing...you gain back time that can be spent on higher-value work and delivering quicker and more accurate, consistent service, which results in happy clients and better retention.

Maximize the Value of Your Tech

Practice management systems, file folders, and commercial file storage weren’t built to support lawyers throughout the complexities of the legal document lifecycle. NetDocuments provides a better way to work that can easily integrate with and elevate your other core technologies.

Reduce Risk and Gain Confidence

With award-winning security built for the needs of lawyers and their clients, NetDocuments protects sensitive client information, ensuring compliance and confidentiality — and helps you avoid the potentially devastating results of a data breach.