Powerful collateral management that boosts performance and lets you work securely, anytime, anywhere
Maximise productivity by choosing the global leader in document and collateral management
The preferred choice of hundreds of thousands of professionals worldwide, NetDocuments is used within industries regulated by strict compliance and data security requirements. They include top 100 global law firms, corporate legal departments, and financial institutions.
"As soon as we saw NetDocuments we knew it would meet all of our needs in saving and retrieving documents safely."
Yasmin Vinogradm Co-Managing Partner, Merovitz Potechin LLP
Build a customised document solution
Secure sharing and collaboration
Two-way file synchronisation
Powerful search functionality
Build tailored workflows
Digital versioning, reviews
Robust security, governance, compliance
Accredited delivery, training,
We understand and solve your key issues
Providing solutions that are designed to solve our customers key challenges.
Storing, managing and protecting millions of documents, that are created and shared by thousands of people, isn't easy. Unmanaged files can become chaotic, obtrusive and a significant security risk.
Providing set fees means that whether a task takes half an hour or half a day, the amount a firm can bill remains the same. Inefficient work methods hit productivity and the bottom line.
Sharing documents across unsecured channels poses a significant risk for law firms. You need to be certain that your document solution can be trusted to meet confidentiality obligations.
On-premise document repositories are problematic for those working away from the office. Modern legal professionals need on-going, fast access to documents from any location, and on any device.
- Client Services
With modern client expectations changing so quickly, law firms need to find a way to provide a proactive, more collaborative, method for sharing documents and information.
Of firms have experienced
a document security issue
Of documents not held in
a secure document system
Productivity drop from poor
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How NetDocuments can help you
FEATURES & BENEFITS
A content services platform that's the perfect solution for legal firms
NetDocuments removes the barriers and transforms your documents into an efficiency engine for collaboration, productivity, growth and inspired work - all without limitations or restrictions. It's easy-to-use, scalable and protected by end-to-end security and encryption.
A world class 24/7 solution
NetDocuments is a Cloud-based document management platform that provides users with secure access to all of their documents, via the Internet, from anywhere in the world.
Select functionality from five distinct solutions and additional purpose-built add-ons
Choose the precise capabilities you need to build a customised solution that meets all your requirements
Integrate additional applications with NetDocuments, during implementation - or in the future
A fully safeguarded platform, offering robust security, governance, and compliance protection
As a global platinum NetDocuments partner, we’re able to advise on document strategies and implementations
Advanced are accredited by NetDocuments in the delivery, training and support of the platform
You can rest assured, knowing our ISO-accredited support team is available whenever they're needed - 24/7/365
Our NetDocuments certified team can deliver tailored onsite, remote, or online training programmes
Increase productivity, collaboration, organisation, and security
This market-leading Cloud document solution delivers all of the functional capabilities you need. It uses optical character recognition (OCR) to help you attain new levels of productivity with document and email management.
A reliable and secure way to create, edit, store, locate, and collaborate on documents helps your fee earners remain focused on clients and outcomes.
With NetDocuments, millions of scattered documents become one unified source of information
Allow people to share and collaborate wherever they choose to work, without any security risk to your firm
Enable efficient remote working with two-way file synchronisation between NetDocuments and local computers
Use workspaces designed around matters and projects, with document versioning, and unrivalled searchability
The powerful components of process automation provide law firms with the ability to work smarter and faster, and frees your teams to work on higher value tasks.
Use predictive technology, powered by artificial intelligence (AI), to accurately file any email
Make inboxes secure, organised and collaborative so users can file, and find, emails quickly and accurately
The power of OCR
OCR works behind the scenes 24/7 to automatically digitise content
Digitising and indexing collateral, including documents and photos, makes content searches much smarter
Every item becomes a fully integrated, searchable piece of your firm’s collective knowledge
Joined up functionality
Support remote and hybrid working, and empower your teams, by providing them with the tools they need to work efficiently - whenever and wherever they need to.
Microsoft Power Automate
Automate manual document processes by adding user interface flows and robotic process automation
Create WorkSpaces and CollabSpaces, add users to a repository, create groups, add to a cabinet, and more
The NetDocuments Connector for Power Automate provides access to 58 NetDocuments API calls
This additional document technology option enables uninterrupted, secure remote working
It does this by providing two-way file syncing between NetDocuments content and the user’s local machine
Advanced security safeguards your valuable information
Add further controls and protections that go beyond NetDocuments’ native, award-winning security capabilities. These tools allow you to create, and apply, security policies across your organisation, guarding against unauthorised exfiltration with a robust security framework.
Extra layers of protection
We help you put tailored security policies in place to make sure your workspace is fully protected.
Data Loss Prevention
Ensure all of your sensitive data and documents are safe from unauthorised access or use
Classify content to create and enforce unique policies that control user actions
Secure all content to reduce the risk of unintentional or malicious data breaches
Workspace Security Manager
Streamline and simplify security policy management
Create, edit, and apply security policies to all of the content in your workspaces
Enforce additional security by using ethical walls or limited access security environments
Additional security modules
Further levels of protection for your critical information.
FlexStore / FlexStore Pro
Enable your firm to manage and control the physical location of data
You can make sure confidential information stays closer to the people who actually need it
FlexStore Pro adds a Distributed Cryptographic Service, to encrypt and decrypt content closer to end users
Managed Encryption Keys
NetDocuments includes the first two layers of encryption. This option adds a third layer
Provide dual-custody control to apply encryption at the client or matter level
Revoke and reapply keys, and apply advanced encryption to whatever specific content you choose
Help your teams become more efficient and productive
Focus your people, and information, on achieving results and improved client service. These convenient, easy-to-use tools co-ordinate teams and manage tasks with built-in checklists and workflows.
Keep the lines of communication open
Reduce inbox congestion and keep communications flowing smoothly to make collaborative working even more effective.
A secure, governable, and convenient way to chat, share, and comment on files individually, or with a group
Secure, real-time chat capabilities eliminate inbox clutter and reduce the need for email filing
This innovative chat messaging client was designed specifically for legal firms
Connect real-time messaging, collaboration, and document management to maintain security and governance
Benefit further by securely integrating your NetDocuments platform directly with Microsoft Teams
Faster document progress
Save time by streamlining your document processes and manage complex projects and workflows more efficiently.
Conveniently review, annotate and mark up documents without having to download them to a desktop
Using easily accessible Margin Notes, users can conveniently annotate files with their colleagues in real-time
Providing your firm with the tools to build, and manage, customised workflows within workspaces
Easily track and progress team member activities from one convenient location
Perform searches, link to other content, and share task information with colleagues
Remove efficiency barriers
These additional options provide everything you need to safely organise and share content with clients, outside counsel, or other groups. Create sharable workspaces, similar to extranets or deal rooms, so users can compile, organise and collaborate on document sets securely.
Seamless content sharing
Remove the cost and time associated with paper distribution and get things done more quickly.
This efficiency feature allows law firms to safely share content with authorised colleagues or external users
Intuitive and easy to use, all parties can access and collaborate on content immediately - without training
Remove the requirement to transfer content by using a third-party file sharing service or extranet
Invite an unlimited number of external parties - you never have to worry about licensing restrictions
Quickly organise documents into sets or binders and securely distribute them with this additional option
Remove the task of spending hours in a closing room physically preparing printed documents
Bring standardised processes, streamlined workflows and fast delivery to document compiling and distribution
A searchable, single source of truth
LEARN offers faster, easier and safer access to information that provides a deeper, more actionable understanding of your documents and how people use them.
These additional options make your content an even more productive and intelligent platform to help support your growth and success.
Access data analysis and visualisation tools that track user behaviours
Quickly identify who is using the system, reward top contributors, and encourage increased participation
See how your teams are working together and find areas for improvement and training
Monitor the performance of the entire system, so you can address problem areas and maximise your ROI
Replace the slow, frustrating process of searching through various systems and applications individually
Create a single source for all information stored in systems across your organisation
Respects all data access restrictions that have been put in place to prevent unauthorised document access
Starting your journey
We're fully invested in making your journey a success. Our team of knowledgeable experts will meet with your teams to provide product demonstrations, ask questions, and discuss your requirements.
Understanding your challenges
We'll present a comprehensive offer with solutions based on our previous conversations. We'll make any adjustments required until you are fully satisfied that this offer delivers what you need.
Planning your journey
Once you've signed up, a Project Manager will be in touch to explain the implementation process. They'll also introduce you to the Lead Consultant who will be in charge of the technical work required.
On the road to go live
To ensure a smooth implementation, our experienced Project Delivery Team will build a plan of action and set up a UAT which is like a comprehensive test drive for NetDocuments before it goes live.
Delivery and up and running
You're ready to go. As NetDocuments goes live, we'll be on hand with any help you might need. Our implementation packages are designed to fit around each customers individual needs.