Ask anyone who filed into folders for years and then moved to NetDocuments what actually changed, and it's usually the same answer: a document gets found by what it is, client, matter, author, instead of by remembering whose folder it landed in. NetDocuments handles that part on its own, cleanly. What it has no way of doing on its own is tell your practice management software, your billing system, or whoever runs intake that any of it happened. That gap is what we build into, not NetDocuments itself, which we don't sell, configure, or administer, but the wiring between its matter-centric filing and everything else a firm runs.
Documents are filed by client and matter, but matter data in the practice system and billing don't stay in step.
Got a NetDocuments problem? Let's solve it →A matter number existing in your practice management software and a workspace existing in NetDocuments are two separate facts until something ties them together. Left alone, that means a second system gets the same client and matter details typed into it by hand, every single time a matter opens.
Documents reaching a real milestone, finalized, signed, sent out for review, are worth knowing about outside NetDocuments too. We wire that kind of status change to a task, a billing entry, or a notification in whatever system is actually supposed to act on it, instead of leaving it sitting in the workspace until someone opens NetDocuments to check.
NetDocuments' own Outlook tool already gets correspondence filed into the right matter. It stops there, though, nothing downstream hears about it. We surface that filing activity, document counts, recent correspondence, inside whatever practice management or CRM screen a staff member already has open, so checking doesn't require a separate NetDocuments login.
Wherever NetDocuments' API exposes workspace and document data, that's what we build against: pulling it into firm-wide reporting, or pushing matter data the other direction, instead of asking anyone to retype what already exists somewhere else.
The moment a new matter is created in your practice management system, the matching NetDocuments workspace exists too, client and matter metadata already attached, so filing starts correctly from the very first document.
A document reaching final or signed status in NetDocuments shows up as an update in whatever system your team is actually watching, instead of waiting for someone to open the workspace and look.
A billing handoff, an intake step, a report someone rebuilds by hand once a month: describe it and we'll look at what NetDocuments' API can actually expose for it.
NetDocuments plus a separate practice management system.
The problemOpening a matter means someone also has to build the matching NetDocuments workspace and apply the client and matter metadata by hand.
A new matter now creates its NetDocuments workspace automatically, metadata attached, so documents land in the right place starting with the very first email.
Specific integration and automation topics for NetDocuments, covered in depth.
Tell us what it is: a practice management system that never hears about a signed document, a billing step waiting on someone to notice a status change, an intake process that still means retyping. We'll look at what NetDocuments' own API can actually expose before anyone reaches for a workaround, and if NetDocuments turns out not to be where the real friction sits, that's worth knowing too.
Let's talk →A cloud-based document and email management system built for law firms and other professional services businesses. Rather than organizing files into folders, it tags every document with metadata, client, matter, author, and lets people find things by searching that metadata instead of browsing a directory tree.
Yes, "Net Docs" is just what a lot of firm staff call NetDocuments in everyday conversation. It's the same cloud document and email management system this page is about; there's no separate product carrying that name.
NetDocuments doesn't post a rate card. What a firm actually pays shifts with headcount, which modules get added, email management, extra security, records retention, and who it's purchased through, so the only reliable number comes from NetDocuments or a reseller directly.
It sits alongside iManage as one of the two systems that really dominate legal document management, and the reviews out there mostly agree on the same two things: strong security and search, and a real adjustment period for any firm moving off folders for the first time. We're not the right ones to ask for a vendor recommendation, since we don't sell or implement it ourselves, but our own view comes from watching it run cleanly at the firms whose integrations we build.
Yes. It exposes an API that lets other systems read and write workspace, document, and metadata information, which is the layer custom integrations, including the ones we build, run on instead of screen-scraping or manual exports.
Both are matter-centric document management systems competing on largely the same ground, security, search, and getting firms off folder-based filing. The real difference is history: NetDocuments was built cloud-native from day one, while iManage carries a longer on-premise lineage with iManage Cloud as a newer hosted option. We don't sell or recommend either; whichever one a firm already runs, our job is connecting it to everything around it.