About NetDocuments

NetDocuments is a web-hosted, Software-as-a-Service (SaaS) document, email and records management service. Servicing small to large organizations in over 146 countries worldwide and 78,000 registered users, NetDocuments offers a comprehensive suite of features to manage the entire life cycle of document work and collaborate with others, anywhere, anytime. By offering it as a hosted application, customers benefit by enjoying universal access to their documents from any Internet-connected device, including a Blackberry® or Treo®, full integration with Microsoft® Outlook and business continuity services built-in.

NetDocuments allows you the freedom to access and work on your documents anywhere. Get to the Internet and login to all your documents. Create, edit, share and collaborate with others. Organize into folders based on clients or projects. Search the content of your Word, Excel, PowerPoint, PDF's, and emails. Have the peace of mind knowing your work is backed up and secured in world-class data centers.

Small to large businesses, law firms, financial service firms, health care and real estate organizations can save tens of thousands of dollars by eliminating the hardware, system and client software, and ongoing administration of on-premise systems. It's easy to get started. Simply contact us today to request a fee demo.

Collaborate and work together beyond email - Employees and external people across diverse locations come together to share knowledge and work in secure, online workspaces or data rooms. Use the Internet to connect and be connected. Become immediately productive. As documents and emails are always at the center of our communication and business activity, having NetDocuments as a core Internet platform for your business processes ensures a high level of security, protection, and capabilities to complete your tasks and increase client loyalty without the hassles of technology getting in the way.

The air is cleaner and the sky is bluer - Cloud computing is IT anywhere. It's removing the barrier and costs of on-premise hardware, system software, out-of-date software, and business continuity risks. Just as phones, electricity, and ecommerce are all services in the cloud, your business and its processes driven by technology can also be delivered as services in the cloud. NetDocuments can easily help you migrate your documents and connect your Outlook to get you Internet-ready. Imagine anytime, anywhere access to all your document work. But the real value is connecting your clients, customers and partners and delivering value to them.

Over 20 years experience - Who is NetDocuments? We have over 20 years experience in developing document management applications, including the 10 years since NetDocuments was established. With our expertise in servicing major law firms, we know how critical it is to secure your intellectual assets, to guarantee 99.99% uptime and availability of your information, and to protect it from disaster. That is why we have two world-class data centers, housing over 50+ million documents across 75,000 users, 400+ customers in over 125 countries worldwide.

Key benefits of NetDocuments

Key User Features

Includes all basic DMS features - Globally accessible from any Internet-connected device including smart phones. Check in-out concurrency control, version control, customizable profiling, history, permissions, full-text and profile searching, navigational folders, recently opened/edit/added lists, etc.

Matter-Centric Workspaces - Template-based and very scalable. Set automatic document type foldering and transparent profiling organization. Drag and drop support, external sharing capability, mashups supported, and dynamic discovery search analysis.

Collaboration- Email notifications, email in/out, threaded discussions, calendaring, global sharing, password management, activity tracking, branding, external user administration and setup. Multiple sharing choices via NetBinders, Workspaces or Cabinets for small, simple collaboration to large document repository extranets.

Email Management - An add on service displaying folders and workspaces within MS Outlook for filing and archiving. Single instance storage, move/copy from Outlook, email search and Workspace views within Outlook. Outlook Save and Insert buttons also available and email to folders supported. Email from NetDocuments is MAPI-compliant supporting MS Outlook, Lotus Notes or Novell GroupWise.

Personal home page - Create your own sections and shortcuts, including web links to your favorite documents, folders, web sites for quick access.

Mobile access - Access, view, search, and email your documents from any PDA or smart phone.

Administrative Features

Active Directory Authentication - When users are authenticated via a Local LAN-based Active Directory service, they can set a flag for an Automated User Login process.

MS Office Integrations - Application integration to create new documents from within NetDocuments is supported. Optionally, File New, Open and Save menu integrations within MS Office and WordPerfect are available. Leading third-party document automation packages support NetDocuments.

Access Control Rights - Security rights can be set at the cabinet, folder, profile or document levels. Security templates are supported.

Profiles - Customized profiles can be created for author, client, matter, doc type, practice area, and any others requested. Attribute fields can be text, date or notes fields. Fields can be required, have validation lookup tables, related and security, matter closing and records retention policies can be based on a profile field. Profile templates per user are supported.

Workspaces - Multiple Workspace templates, such as practice areas, can be set up with a predefined set of folders or categories created. Document type can automate the creation and population of folders, and pre-populated My Matters list can be uploaded for users. External users can access workspaces with special features associated.

Web Services - SOAP-based API's are freely available for developing integrations and connecting to other legacy applications.

Reporting - User and document activity logging is available as an add-on service. Login activity report is also available. Folder and document histories can be viewed and printed.

Records Retention Policies - Included with NetDocuments Professional. Profiling is required to create and execute policies on matter closings, document type retentions or any other profile values.

NDSearch Analysis - Add on Service. Refer to NetDocuments NDSearch datasheet for further details.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

Arabic, Chinese, Czech, Danish, Dutch and 20 others, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian

Images

NetDocuments Software - NetDocuments allows private/shared workspaces that are based on a specific profile attribute. For example, in a law firm, a workspace could be a Matter-based view of documents, emails, etc.
NetDocuments Software - A single click files most of your email. Thanks to our powerful predictive filing engine, we take the tedium out of managing your mailbox. Filing on send means none of the recipients have to do any filing.
NetDocuments Software - Everything in netdocuments is full text searchable and can easily be narrowed down by filters shown on the left - as well as previewed all within netdocuments.
NetDocuments Software - NetDocuments, we provide an alternative to emailing client material back and forth by using our secured links. This is one of many examples of how to securely send a document using our platform:
View 5 more
NetDocuments video
NetDocuments video
NetDocuments Software - NetDocuments allows private/shared workspaces that are based on a specific profile attribute. For example, in a law firm, a workspace could be a Matter-based view of documents, emails, etc. NetDocuments Software - A single click files most of your email. Thanks to our powerful predictive filing engine, we take the tedium out of managing your mailbox. Filing on send means none of the recipients have to do any filing. NetDocuments Software - Everything in netdocuments is full text searchable and can easily be narrowed down by filters shown on the left - as well as previewed all within netdocuments. NetDocuments Software - NetDocuments, we provide an alternative to emailing client material back and forth by using our secured links. This is one of many examples of how to securely send a document using our platform:

Features

Total features of NetDocuments: 66

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Tracking
  • Alerts/Notifications
  • Application Management
  • Archiving & Retention
  • Asset Management
  • Audit Management
  • Audit Trail
  • Automatic Backup
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Library
  • Content Management System (CMS) Software
  • Customizable Branding
  • Data Recovery
  • Data Synchronization
  • Digital Signature Software
  • Disaster Recovery
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation Software
  • Document Management Software
  • Document Review
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management Software
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing Software
  • File Transfer
  • Filtering
  • For Legal Professionals
  • Full Text Search
  • HIPAA Compliant
  • Indexing
  • Metadata Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Offline Access
  • Optical Character Recognition
  • Password Manager Software
  • Project Management Software
  • Records Management Software
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Shared Inboxes
  • Tagging
  • Task Management Software
  • Third Party Integrations
  • Two-Factor Authentication
  • Version Control
  • Workflow Management Software

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Reviews

Overall rating

4.1 /5
(20)
Value for Money
4.1/5
Features
3.9/5
Ease of Use
4/5
Customer Support Software
4/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 20
David M.
Overall rating
  • Industry: Law Practice
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Powerful and reliable legal-centric document and email management tool

Reviewed on 2017-11-13

Security and collaboration

Security and collaboration

Pros

Powerful, cloud-based document management system helps our firm effectively store, create and categorize our documents and email. Collaboration tools allow us to easily share individual documents or even entire folders securely with our clients and experts.

Cons

NetDocuments has made big strides in reliability and customer focus and these areas need to continue to be developed as they were not strong suits in years past.

Matti M.
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Best document management system

Reviewed on 2021-04-29

Pros

NetDocuments is very intuitive for most employees. Has all of the core features of document management implemented very well. It is fully cloud based, so it takes off our mind all of the duties of archiving.

Cons

Some flexibility is missing. Several features are not completely implemented, so they sort of work but require workarounds. They could take a key from the competition on several UI design choices.

Zach B.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Could be great but falls short

Reviewed on 2018-06-12

Pros

The e-mail integration is awesome, when it works. We run into too many issues to where it loses a connection or fails to uploaded an e-mail.

Cons

Each update makes the system slower and slower. Every time they update their website, a feature breaks and they have to go back and fix it. Hold times for tech support and times can be a little ridiculous.

Cassandra B.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

CB Review

Reviewed on 2021-04-06

Pros

Easy to open new matters and save documents. Integrates well with other programs.

Cons

Software often freezes or is slow. Sometimes slows productivity.

Sue F.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

NetDocuments Document Management

Reviewed on 2020-08-06

Overall NetDocuments is a good app with good components. Sometimes a glitch happens and we need...

Overall NetDocuments is a good app with good components. Sometimes a glitch happens and we need to get technical support, but then again, sometimes it is just operator error. Either way, they are helpful and get to the root of the problem.

Pros

This is a document management system in the cloud that is very user friendly. it is easy to save documents and retrieve them. NetDocuments has various programs to work alongside the document management system - such as scanning documents and saving them just like a document you had just created, and ndMail, which is a program that quickly and easily save emails to your various files. Their support team is very good and easy to get ahold of.

Cons

3 or 4 times each year we need to update the app on our computers and its always a little scary and we all hate doing it. I wish they could just update their files and when we log in we would automatically be logging into the newest version.

Showing 5 reviews of 20 Read all reviews

NetDocuments FAQs

Below are some frequently asked questions for NetDocuments.

NetDocuments offers the following pricing plans:

  • Starting from:
  • Free Trial: Not Available

NetDocuments has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

NetDocuments supports the following languages:

Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian

NetDocuments supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

NetDocuments integrates with the following applications:

Actionstep, Bill4Time, Clio, CosmoLex, Duo Security, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, OneLogin, Onit, Razor365 Contract Management, RedTail CRM, TimeSolv, WebMerge, Workshare Compare, Xakia, Zola Suite

NetDocuments offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, 24/7 (Live rep), Chat

Related categories

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