NetDocuments

NetDocuments is a cloud-based document and knowledge management platform built for legal professionals, providing a centralized system of record for documents, emails, and matter-related content accessible from any device.

Key features and functions include:

Cloud Document and Email Management
The platform provides version control, auto-profiling, and matter-centric organization for legal documents, enabling users to create, manage, and share documents from any location without on-premises infrastructure. Tools for filing and organizing emails by matter are available directly from Outlook or Gmail, with predictive filing to route email content to the appropriate client and matter record.

Legal Context Graph
This feature connects relationships among people, matters, documents, communications, and activity across the platform, providing a contextual foundation intended to help AI applications generate more relevant and explainable results grounded in an organization's content and existing access permissions.

AI-Powered Search
The platform offers AI-enhanced search allowing users to locate documents and matter content using natural-language queries and intelligent filtering across the document repository.

Legal AI Assistant and AI App Builder
A built-in legal AI assistant supports querying documents, extracting information, and generating summaries. An AI App Builder allows legal professionals to create custom AI applications for specific workflows, with a library of pre-built legal AI apps also available.

AI Interoperability
NetDocuments supports AI interoperability through MCP, connecting with third-party AI platforms including Claude, Gemini Enterprise, and ChatGPT, as well as legal-specific tools such as Harvey and Legora.

Document Automation
Workflow automation tools support drafting, reviewing, and processing documents. PatternBuilder provides no-code automation for document assembly, data extraction, and repeatable legal workflows.

Collaboration and Productivity
The platform supports internal and external collaboration through co-authoring, document collaboration sites, secure file sharing, document bundling, and electronic signature capabilities. Integration with Microsoft Teams allows users to work on documents without leaving that environment.

Analytics and Reporting
Administrative users can access dashboards to monitor document activity, adoption, usage patterns, and compliance-related metrics.

Security and Data Governance
The platform includes data loss prevention controls, ethical walls, role-based access controls, multifactor authentication, and customer-managed encryption key options, supporting a zero-trust access model.