NetDocuments

NetDocuments is a cloud-based document and knowledge management platform purpose-built for legal professionals, offering a centralized system of record for documents, emails, and matter-related content accessible from any device. The platform combines document management, collaboration tools, AI-powered automation, and security and compliance controls within a single SaaS environment.

Key features and functions include:

Cloud Document Management The platform provides version control, auto-profiling, and matter-centric organization for legal documents. Users can find, create, manage, and share documents from any location or device without relying on on-premises infrastructure.

Email Management NetDocuments includes tools for filing and organizing emails by matter directly from Outlook or Gmail. Predictive filing assists users in routing email content to the appropriate client and matter record within the document management system.

AI-Powered Search The platform offers AI-enhanced search capabilities that allow users to locate documents and matter content using natural language queries and intelligent filtering across the firm's full document repository.

Legal AI Assistant and AI App Builder Users can access a built-in legal AI assistant for querying documents and generating summaries. An AI App Builder enables legal professionals to create custom AI applications tailored to specific workflows, with a library of ready-to-use AI apps also available.

Document Automation NetDocuments includes workflow automation tools for drafting, reviewing, and processing documents. The PatternBuilder feature supports no-code automation for document assembly and data extraction.

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

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

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. A zero-trust access model is supported.