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NetDocuments Review: Document Management for Lawyers

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Lawyerist Rating for NetDocs

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Rating Breakdown

Our Rating: 4.3/5

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.

4.3/5

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What is 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.

Starting Cost: Custom

Pros
Cons
  • Custom Pricing
  • Not for Solos
  • No Secure Fetch
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NetDocuments Review: Document Management for Lawyers Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

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NetDocuments Review: Document Management for Lawyers Demo

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NetDocuments Review: Document Management for Lawyers Video

Compare with Other Document Management & Automation Products Download the Field Guide

Product Details

Services Offered
  • Document Management
  • Document Automation
Apps
  • Android
  • iOS
  • Web
  • MacOS
  • Windows
Software Integrations
  • Clio
  • ActionStep
  • PracticeLeague
  • LegalSense
  • DocuSign

Core Features

For Document Management & Automation, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

Free Trial

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.

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 Templates

The document management program creates resuable templates.

Court Forms

Guided Interviews

The program can create a guided interview and then use the client's answers to automatically create a document.

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

Tables

This means the software can generate tables of any size and place them in your assembled document.

Calculations

If this field is checked, it means the software can perform calculations based on numerical or text input.

Frequently Asked Questions

What is the price of NetDocuments?

NetDocuments does not provide public pricing. Instead, they encourage you to schedule a product demo as a conversation starter.

Does NetDocuments integrate with my Law Practice Management Software?

NetDocuments’ secure, web-based document management platform allows firms to track, store, share, and collaborate on documents internally and with clients or other third parties from any location and various digital devices, including laptops, tablets, and even phones. Access-control features ensure that only one person at a time edits a document (although multiple people can open read-only copies), and everyone always works from the most current version. The SetBuilder and PatternBuilder add-ons ease the document preparation and delivery process.

Can my law office accept eSignatures through NetDocuments?

Probably. NetDocuments integrates with many top LPMS vendors, including Actionstep, Aderant, AdvolLogix, Caret Legal, Clio, and Tabs3.

Can my law firm accept ePayments through NetDocuments?

Yes, NetDocuments offers secure sharing tools like CollabSpaces and SetBuilder.

Does NetDocuments have Guided Interviews or client-facing forms?

Yes. NetDocs offers in-depth version control that seamlessly integrates into the document management, sharing, and collaboration.

Is NetDocuments easy for lawyers to use?

Yes. NetDocuments offers Optical Character Recognition (OCR). This allows law firms can make all the documents in their system searchable.

Can my law firm use our own templates?

NetDocuments isn’t itself an eDiscovery program. NetDocuments can help you securely collect and store documents as part of a discovery process. But it is not a purpose-built eDiscovery platform like Everlaw, Logikcull, Nextpoint, or Relativity.

Does NetDocuments have ready-made templates?

Yes, NetDocuments provides a tested and trusted secure document management platform.

How difficult is NetDocuments to set-up?

As a web-based system, there’s very little installed on one’s computer or device. However, firms should work with NetDocuments or a certified partner directly. This allows them to properly configure the program for the firm's needs and migrate existing documents into it.

Will NetDocuments work on my computer?

Yes. NetDocuments works in any modern web browser. The Windows desktop add-in requires Windows 10 or 11 and Office 2016 or newer. The Mac desktop add-in, which has few features than its Windows counterpart, requires macOS 10.15 or newer. The Outlook add-in, ndMail, works with Outlook on Windows, Mac, and the web.

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.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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