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 It's removing the barrier and costs of on-premise hardware, system software, out-of-date software, and business continuity risks.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.


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 6 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:

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NetDocuments

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Pricing Options

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Features

71
60

Integrations

18
No integrations found

Ease of Use

4,1 (38)
4,3 (10)

Value for Money

4,0 (38)
5,0 (10)

Customer Service

4,0 (38)
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Reviews

Overall rating

4,3 /5
(38)
Value for Money
4/5
Features
4/5
Ease of Use
4,1/5
Customer Support
4,0/5

Already have NetDocuments?

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

Showing 5 reviews of 38
Evan
Evan
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1 001–5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

NetDocuments - Great Cloud based DMS

Reviewed on 2021/07/20

Almost always positive. The search, storage and applications work. When they don't the support...

Almost always positive. The search, storage and applications work. When they don't the support staff is usually friendly and knowledgeable

Pros

The whole package exists in the cloud. It just works. Indexing Works. Importing Works. User Management Works. Very little can go wrong as they handle the infrastructure.

Cons

When it does go wrong it can be time consuming to get it fixed. Often the issue requires a patch to their software which can take some time to get and implement from them

Alternatives Considered

iManageRent
Kayleigh
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

NetDocs: the Law Firm organizer!

Reviewed on 2023/11/28

Overall, we love netdocuments. It has been easy to train and implement and we have run into very...

Overall, we love netdocuments. It has been easy to train and implement and we have run into very little major issues.

Pros

Ease of use, link system and functionality.

Cons

Slow file upload with large batches, search function can be tricky.

Alternatives Considered

iManage Records Manager

Reasons for Switching to NetDocuments

Better overall functionality and integration.
italba
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Could be better

Reviewed on 2023/12/07

over all it works, but it would be better if there were more short cuts, (ie drag and drop...

over all it works, but it would be better if there were more short cuts, (ie drag and drop documents from ND to an email)

Pros

the best thing about net docs is that it is on the cloud.

Cons

Our files in NetDocs are set up by folder structure. When our cases grow, it can get very confusing to see where documents are saved. I find myself having to keep clicking into subfolders. if there are documents in different subfolders but i want to add one document from one subfolder and a document from a different subfolder into an email, i am unable to to do that. when searching for a client file, the matter will not auto-populate if even if you type in the first couple of letters

Matti
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
  • 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.

BreAnne
BreAnne
Overall rating
  • Industry: Law Practice
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Great way to securely share and store documents

Reviewed on 2020/05/05

Our business has many people who all work together on the same projects and this has given us a way...

Our business has many people who all work together on the same projects and this has given us a way to conveniently keep every one up to date by providing updates to everyone almost immediately.

Pros

This software makes it very convenient to keep all documents organized by user or client and has many features which can be used to ensure the security of the documents.

Cons

The search feature can be difficult to figure out the verbiage to use, and if you are searching for a document that you have not been given access to it does not inform you of that, instead it just says “not found”

Response from NetDocuments

Thank you for your kind words and feedback! We are continually working to improve our product and have shared your feedback with our product teams. Please note that for security reasons expected by many customers, we intentionally do not disclose if a document exists if the searcher doesn't have access rights to view that document. Thank you for being a NetDocuments customer!

Showing 5 reviews of 38 Read all reviews

NetDocuments FAQs

Below are some frequently asked questions for NetDocuments.

NetDocuments offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact NetDocuments for pricing information.

NetDocuments has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

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, CARET Legal, Clio, CosmoLex, Duo Security, Litera Compare, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, OneLogin, OnitX CLM, Razor365, Redtail CRM, TimeSolv, WebMerge, Xakia

NetDocuments offers the following support options:

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

Related categories

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