NetDocuments

NetDocuments is a document management platform that lets you access your documents from anywhere, including mobile devices. It gives you a centralized repository so you can easily share documents with other members of your team and with clients. This type of software is a must-have for any remote, paperless practice.

Who NetDocuments is For

NetDocuments is designed to make documents shareable and accessible. It’s most helpful when multiple users need to work on the same documents or when a number of documents need to be shared externally. Because of that, it’s a good choice for small or mid-sized law firms more so than a solo attorney. It eliminates the need to mail documents back and forth and ensures that everyone on your team is using the most current and accurate version of a document.

NetDocuments Features

Additional Details about NetDocuments

Integration with Outlook

With NetDocument’s Office 365 add-in, you can manage and store documents within Outlook. This tight integration with Outlook means that attorneys can file client communications right from the application rather than manually moving it for storage in a client file. NetDocuments will make suggestions as to where to file an email based on the sender, the subject line, and attachments.

Document sets

SetBuilder is an add-on program for NetDocuments that assembles multi-document sets into a single PDF with a shareable link. This is useful for attorneys who routinely work with large numbers of documents, such as real estate lawyers handling a closing. That can save time and reduce the errors that can occur when a team member manually assembles the document set.