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For Document Management & Automation, the following are essential features, and you should therefore expect to see a check in every box in this section.
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.
This means the software provides information on document revisions and makes sure you are using the most recent version of a template.
The document management program creates resuable templates.
The program can create a guided interview and then use the client's answers to automatically create a document.
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
This means the software can generate tables of any size and place them in your assembled document.
If this field is checked, it means the software can perform calculations based on numerical or text input.
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NetDocuments pricing can vary widely, as they have a wealth of solutions to choose from. Typically, it is best to schedule an info session with them to determine your firm's needs and the potential costs of that.
At it's core, NetDocuments helps law firms organize their documents and emails. It offers services like secured sharing, version control, automatic email filing, Optical Character Recognition, and more.
NetDocuments integrates with Clio Manage, Centerbase, Zola, ActionStep and a few other Law Practice Management Solutions. It's not everywhere, but it's definitely worth looking at your LPMS to determine compatability.
Yes. NetDocuments allows law firms to share, collaborate, and even offer version control for documents in their systems.
Yes. NetDocs offers in-depth version control that seamlessly integrates into the document management, sharing, and collaboration.
Yes. NetDocuments offers Optical Character Recognition (OCR) so law firms can make all the documents in their system searchable.
NetDocuments is not a full eDiscovery tool. However, with the advanced functionality of the secure sharing platform, it will do most, if not all, of what a typical practice will need..
As with all things security, we can't give a clear yes, or no. However, it is likely secure enough for all but the most sensitive information that a firm will handle.
Set-up complexity depends on the products that a firm decides to leverage. Suffice to say, however, this is not just plug-and-play. Optimal users of the platform will want to integrate it into all aspects of their practice and workflows. So, it may take some time to onboard, but that is because it can do a lot.
Yes. Although it is most compatible with PCs and the Microsoft Suite of software, NetDocuments will work on a Mac computer, and will run on browsers other than Internet Explorer.
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.
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.
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