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Home/NetDocuments/NetDocuments Email Filing with ndMail Experts

ndMail's Job Ends the Moment the Email Is Filed

ndMail is NetDocuments' own Outlook add-in for filing email: it saves a message straight into the right client and matter workspace, tagged with the same metadata as any other document in NetDocuments. That solves the filing problem cleanly. What it doesn't do is tell anyone, or anything, outside NetDocuments that the filing happened, and that's the part we build: the automation that picks up once an email lands, turning that event into a task, a notification, or a connection to whatever system ndMail itself never talks to. We don't set up or administer ndMail.

What ndMail actually does

ndMail sits inside Outlook and lets someone file an email, attachments included, into a NetDocuments workspace without downloading anything or opening a separate browser tab first. The email picks up matter and client metadata the same way any other filed document does, so it's searchable alongside everything else in that workspace.

A message that used to live only in someone's inbox now lives in the matter record where the rest of the team can actually find it. That part, ndMail does well.

Where ndMail's job stops

Once a message lands in a workspace, nothing tells the practice management system, the billing software, or a case manager that it happened. Someone still has to open NetDocuments to see whether a client replied or a document came back signed.

Firms that want filed email to act as a trigger, a reply means follow up, a signed attachment means bill, end up checking NetDocuments on a schedule instead of hearing about it the moment it matters.

What changes once a filed email means something

01

A reply becomes a task on its own

A client reply landing in NetDocuments through ndMail creates a follow-up task in your practice management system right away, instead of waiting for someone to notice it.

02

Filing activity, visible without an extra login

Staff see that a document or email got filed, and by whom, inside the system they're already working in, so checking doesn't mean switching tabs.

03

What's falling through after a filed email?

A reply nobody follows up on, a signed document nobody bills against: tell us what it is and we'll look at what's realistic to automate.

Let's talk

A client replies and ndMail files it. Does your billing software find out?

If the answer's no, tell us what should happen next, a task, a bill, a report someone currently pulls by hand once a week, and we'll look at what's realistic to build on top of ndMail's filing activity. If email filing isn't actually where the friction lives in your firm, we'd rather hear what is.

Let's talk →

Questions people ask

What is ndMail?

NetDocuments' own Outlook add-in for filing email directly into a client or matter workspace, carrying the same metadata tagging as any other document in the system.

Do I need ndMail to file email in NetDocuments?

No, email can be saved or dragged into NetDocuments other ways. ndMail is simply the tool purpose-built to do it from inside Outlook without the extra steps.

Does ndMail notify anyone outside NetDocuments when an email is filed?

Not by itself. Filing the email correctly is where ndMail's job ends; a task, a notification, a billing entry, anything after that is automation built on top of it.

Is ndMail part of NetDocuments or a separate product?

It's built and shipped by NetDocuments itself, the piece of its own product suite dedicated to Outlook email filing, not a third-party add-on.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.