NetDocuments
Intelligent cloud document management for legal professionals.
Executive Summary
NetDocuments is a secure, cloud-native content platform purpose-built for legal work, organizing documents and emails around clients and matters with granular access controls and auditability. It is used by law firms, in-house legal teams, and legal operations to manage knowledge, collaborate internally and with external parties, and reduce risk. The platform integrates with Microsoft 365 and leverages AI to automate tasks, streamline workflows, and provide instant answers from documents, delivering faster results and stronger security for confidential client data.
Use Cases
- Secure Document and Email Management
- Legal AI and Automated Workflows
- Collaboration and Productivity for Legal Teams
- Advanced Security and Data Governance
- Compliance with Industry Regulations (e.g., GDPR, HIPAA, FedRAMP)
- Efficient Knowledge Management and Retrieval
Features
Visibility
- Audit Trails: Track all document activities, including changes, removals, and saves, for complete accountability and compliance.
- Full-Text Search: Perform advanced, comprehensive searches across all stored content to quickly locate relevant information.
- Reporting and Analytics: Access detailed metrics on user activity and data utilization through an optional Analytics function.
- Version Control: Automatically manage and track all document versions and their complete history, ensuring the correct version is always accessible.
- Activity Logs: Monitor data and administrative activity logs for robust compliance oversight and security monitoring.
Intelligence
- Legal AI Assistant: Leverage AI to ask questions of one or hundreds of documents and receive instant, reliable answers.
- AI App Builder: Develop and deploy custom AI solutions and applications directly within the NetDocuments platform.
- Automated Workflows: Transform complex legal processes into automated workflows powered by AI, streamlining operations and boosting efficiency.
- Automated Classification: Automatically classify content to enforce data loss prevention policies and enhance information security.
- AI Profiling: Utilize AI-driven profiling for documents to improve organization and discoverability.
Support
- Multi-Channel Support: Access customer support via phone, email, and ticketing system.
- Knowledge Base & Trust Services: Customers have access to extensive documentation, policies, best practices, and compliance materials through NetDocuments' Trust Services.
- Authorized Partner Network: Implementation and ongoing support are provided through a network of authorized third-party consultants.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Multi-factor authentication (MFA), Federated identity management
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Azure
AI/ML Stack
- NLP
- Machine Learning
- LLM
Integrations
- Microsoft 365 (Outlook, Word, Excel, PowerPoint)
- Microsoft Teams (collaboration scenarios)
- Adobe Acrobat/Sign (document workflows, where applicable)
- iManage-to-NetDocuments migration tooling ecosystem (via partners/tools)
- Practice management and time/billing systems (via partners/APIs)
- Identity providers (Azure AD/Entra ID, Okta, ADFS via SAML)
Security & Compliance
Certifications: SOC 2 Type II, ISO 27001, ISO 27017, ISO 27018, ISO 27701, FedRAMP Moderate Authorized, GDPR, HIPAA, CCPA, LGPD, FINRA
Encryption: AES-256 at rest, TLS 1.2 in transit. Documents are protected with three layers of encryption, with the option for Customer Managed Encryption Keys (CMEK).
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Starting at $20/user/month (Basic plan), Contact sales for detailed pricing
- Target Customer
- SMB, Mid-market to Enterprise
- Contract Type
- Annual
- Free Trial
- Yes, Custom demo available (credit card required)
About NetDocuments Software, Inc.
NetDocuments is a cloud-based document and email management platform designed for legal and professional services organizations, offering secure matter-centric content management, collaboration, and governance. The platform leverages AI to automate tasks, streamline workflows, and enhance productivity, integrating seamlessly with Microsoft 365 and other legal technology ecosystems.