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NetDocuments

NetDocuments

NetDocuments Rating:
4.1/5

Features

  • Customer Experience & Support - 9/10
    9/10
  • Pricing & Value - 8/10
    8/10
  • Security - 8/10
    8/10
  • Innovation & Future-Proofing - 8/10
    8/10
8.3/10
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Rating Breakdown

Our Rating: 4.1/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

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About 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.

Who NetDocuments is For

NetDocuments is designed to make documents shareable and accessible. Its full potential is realized 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

Website
 www.netdocuments.com
Services Offered
  • Document Management
Starting Price
 Custom
Free Trial
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Apps
  • Android
  • iOS
  • MacOS
  • Web
  • Windows
Software Integrations
  • ActionStep
  • Clio
  • LegalSense
  • PracticeLeague
Open API
An open API means that the program has an application programming interface that will allow it to directly integrate with other software programs such your firm's timekeeping, accounting, or custom relationship management software.
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Document Management Features
Version Control
This means the software provides information on document revisions and makes sure you are using the most recent version of a template.
✓
Encryption
✓
Built-In E-Signing
✓
Optical Character Recognition (OCR)
✓
Metadata Scrubbing
✓
Document Automation Features
Document automation (also called document assembly) software uses your document templates and information from a form or other source, like your law practice management software or CMS, to assemble documents for you.
Document Templates
The document management program creates resuable templates.
✓
Court Forms
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Guided Interviews
The program can create a guided interview and then use the client's answers to automatically create a document.
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Conditional Logic
If the software uses conditional logic, this means that you can choose to have certain text in your assembled document included only under certain conditions
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Tables
This means the software can generate tables of any size and place them in your assembled document.
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Calculations
If this field is checked, it means the software can perform calculations based on numerical or text input.
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Additional Details about NetDocuments

Integration with Outlook. With NetDocument’s Office 365 add-in, you can manage and store documents within Outlook. NetDocuments’ tight integration with Outlook means that attorneys can file client communications right from the application rather 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.

Page edited by the Lawyerist editorial team. Last updated February 4th, 2020.

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