Cloud Document Management

Manage, Share & Collaborate in One Centralized Location

• Streamline and simplify the process of securely creating, editing, saving, and versioning all the documents that power your business — from anywhere, on any device
• Share and work on files internally and externally with workspaces and client portals built around matters and projects to support and enable your legal workflows
• Avoid document confusion with a reliable single system of record that gives you full version control, including sub-versions
• Connect to the other tools you’re already using with over 150 integrations and an open API and is easily accessible on any desktop or mobile device
• Work offline with confidence that your work won’t be lost with local file syncing capabilities
• Always have control over your documents and confidently comply with all client, regulatory, and governance requirements

AI Seamlessly Embedded
into Legal Workflows

The NetDocuments intelligent DMS integrates cutting-edge AI to deliver powerful legal-specific apps and a legal AI assistant that transforms workflows and streamlines efficiency, productivity, and accuracy — all seamlessly integrated into your existing DMS environment, eliminating the need for multiple point solutions.

• Legal AI Assistant: Get tailored AI assistance for legal inquiries, helping you respond to client needs more efficiently.
• Pre-Built Legal AI Apps: An ever-growing library of powerful, ready-to-use AI apps purposefully designed for daily use cases and specific practice areas.
• AI App Builder: Create bespoke AI solutions that adhere to your unique workflow and output requirements.

Find Exactly What You Need

• Save time previously spent trying to locate the right content with search results that surface the information most relevant to your work and provide filters to refine searches
• Eliminate searching with a customizable home page that provides one-click access to your most-used content, as well as lists of Recent and Favorite files and workspaces
• Take advantage of powerful search capabilities that leverage custom metadata and dynamic attributes to make documents easier to locate and use
• Securely connect all of your data repositories to experience a Google-like search experience for information from across the business

Connect the Tools You Use Daily

• Boost productivity with the ability to file any email into NetDocuments with one-click predictive filing
• Stay focused and avoid switching applications with a DMS that integrates into the Microsoft Office suite (including Teams), Google Workspaces, and Adobe Acrobat/Reader
• Make signing seamless by sending, receiving, and tracking electronic signatures without ever leaving your DMS
• Utilize robust open APIs and partner integrations to connect to any other tool your teams use, including practice management systems

Create Customized, Error-Free Documents at Scale

• Automate your expertise with legal document and workflow automation embedded directly in your DMS
• Generate entire packages of documents with the click of a button and store the input data for reuse
• Provide self-service apps to either internal or external stakeholders with a simple link
• Go beyond “find and replace” with advanced automation capabilities that allow you to add entire clauses based on conditional logic, execute calculations, complete third-party forms, and more

Boost Productivity with Workflow Automation

One of the key benefits of cloud document management is the ability to automate repetitive tasks. NetDocuments’ workflow automation tools allow legal teams, corporate departments, and government agencies to improve efficiency:

• Automated Document Routing: Automatically send documents to the right team members based on predefined rules, reducing manual work.
• Task Notifications: Keep everyone informed with real-time notifications about document approvals, changes, or deadlines.
• Version Control: Never lose track of document versions again with an intuitive system that manages edits and changes across teams.

Secure Your Data Seamlessly

Security is central to cloud document management. NetDocuments implements advanced measures to ensure data protection across all sectors:

• Reliable Encryption: All documents are encrypted both at rest and in transit, providing an additional layer of protection.
• Access Control and Permissions: Role-based access ensures that only authorized users can view, edit, or share documents.
• Audit Trails: Track document changes, user activities, and access points, ensuring full transparency and compliance during audits.