About NetDocuments

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

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.

How can NetDocuments help my law office?

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.

Does NetDocuments integrate with my Law Practice Management Software?

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

Can my law office securely share files with clients?

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

Does NetDocuments have version control?

Yes. NetDocs offers in-depth version control that seamlessly integrates into the document management, sharing, and collaboration. Like other full-service DMS products, NetDocuments co-ops application “open/save” dialog boxes, including the ability to easily save changes as a new version of an existing document.

Does NetDocuments support Optical Character Recognition?

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

Is NetDocuments good for my office's discovery needs?

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.

Is NetDocuments secure enough for my law practice?

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

Document Management (DMS)

NetDocuments provides a secure, cloud-based document management system that enables law firms to store, organize, and retrieve documents with ease. Its robust search and foldering features ensure documents are easy to access while maintaining compliance and security standards.

Version Control

NetDocuments automatically tracks every change made to a document, creating a clear version history. This allows users to easily revert to previous versions and ensures accountability in collaborative environments.

Security & Compliance

With built-in encryption, ethical wall capabilities, and data loss prevention tools, NetDocuments is designed to meet rigorous security and compliance requirements. This is particularly vital for law firms handling sensitive client data across multiple jurisdictions.

Collaboration Tools (ndThread & CollabSpaces)

NetDocuments includes tools ndThread for secure internal messaging and CollabSpaces for external sharing, making collaboration seamless and secure. These features allow real-time communication and controlled document access without relying on less secure third-party tools.

Integration with Microsoft Office & Outlook

NetDocuments integrates tightly with Microsoft Word, Excel, PowerPoint, and Outlook, enabling users to save, edit, and manage documents directly within the apps they use most. This streamlines workflows and minimizes the need to switch between platforms.

AI-Powered Search and Automation

NetDocuments leverages artificial intelligence to enhance search functionality, enabling users to find documents quickly through context-aware and natural language queries. AI also supports automation of routine tasks like document classification and metadata tagging, helping legal professionals save time and reduce manual errors.

Who NetDocuments is for

NetDocuments is built for legal professionals who need a secure, reliable way to manage documents without the burden of maintaining on-premises servers. For small and solo law practices, it offers enterprise-grade security and compliance tools in a user-friendly, cloud-based platform. It helps with storing, sharing, and retrieving files—while keeping client data protected and organized.

For small and solo practices, the biggest drawback of NetDocuments can be its cost and complexity relative to their needs. While it offers robust, enterprise-level features, those tools may feel excessive—or underutilized—by attorneys who just need a simple, affordable way to manage documents securely. The initial setup and learning curve can also be intimidating without in-house IT support or a NetDocs consultant. For firms with tight budgets or minimal tech infrastructure, lighter-weight alternatives may be more practical.

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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