NetDocuments: The Secure, AI-Enhanced Document Management Platform Built for Law Firms
The Challenge of Managing Legal Content in the Cloud Era
Legal professionals are facing unprecedented complexity in managing content: version control, remote collaboration, growing compliance mandates, and mounting cyber threats. NetDocuments offers an end-to-end, cloud-native platform that transforms document management into a secure, intelligent, and scalable experience—purpose-built for legal environments.
As the legal industry’s most trusted document and email management solution, NetDocuments powers over 7,000 firms and departments, including 100% of the Am Law 100 that rely on them for security, mobility, and innovation.
What is NetDocuments?
NetDocuments is a legal-specific SaaS platform that enables law firms and legal departments to securely create, edit, organize, store, retrieve, and collaborate on content and emails. Unlike generic cloud storage tools, NetDocuments is built with compliance, data governance, and legal workflows in mind.
✅ 100% cloud-native
✅ 99.99% uptime SLA
✅ Zero desktop footprint
✅ Multi-geo data residency support
NetDocuments Core Platform: 6 Pillars of Legal Content Management
Each of these pillars offers a modular path to a fully modern, AI-ready digital workspace:
1. DELIVER – Document & Email Management
Intuitive folder/workspace structure with matter-centric views
Powerful search, filters, and metadata control
Seamless Outlook and Gmail integration for filing emails into matter workspaces
Ethical walls and native governance tools
2. PROTECT – Security & Compliance
Encryption at rest and in transit
Native data loss prevention (DLP), threat analytics, and activity monitoring
FedRAMP Moderate, ISO 27001, SOC 2 Type 2, GDPR, and HIPAA compliance
Secure document sharing with expiration and access audit trails
3. PLAN – Legal Project Management
Built-in task lists, timeline views, milestones, and matter templates
Visual dashboards to track matter progress and collaboration
Assign due dates and owners to tasks with automatic reminders
4. DELIVER – Collaboration & Productivity
Real-time co-authoring with Microsoft 365
Built-in versioning, check-in/out, and document bundling
Document comparison and annotation tools
Full-text search across millions of documents instantly
5. LEARN – Data Analytics
Usage metrics by department, user, or workspace
Security analytics for access patterns, anomalies, and data exfiltration
Improve training programs and adoption with visibility into activity
6. BUILD – Automation & No-Code Solutions
PatternBuilder lets firms create document templates, checklists, workflows
Use conditional logic, input forms, clause libraries without writing code
Great for engagement letters, NDAs, litigation templates, client onboarding
“Information is a source of learning. But unless it is organized, processed, and available to the right people in a format for decision-making, it is a burden, not a benefit.” — William Pollard
AI-Powered Innovation in Action
NetDocuments is leading the shift to “intelligent document management” through embedded AI features and seamless integrations.
✅ Legal AI Assistant (Beta):
Ask questions about your documents (“What clauses relate to indemnity?”)
Receive conversational answers, document links, and clause summaries
Avoid repetitive searches and reduce research time
✅ PatternBuilder MAX:
Combine automation and AI to generate drafts based on client answers
Extract data points across documents (dates, parties, monetary values)
Perfect for high-volume transactional and litigation firms
Security Without Compromise
Security is not optional for legal professionals. NetDocuments ensures:
Global compliance: Including ITAR, FINRA, FedRAMP, HIPAA, GDPR
Granular access controls: Per user, per device, per document
AI-powered anomaly detection: Stop insider threats or misuse in real time
Zero-trust model: Supports role-based access, MFA, device policies
Real-World Legal Use Cases
🔐 M&A Practice Group:
Streamlined deal rooms with ethical walls and permission-based access
Real-time co-authoring and version control across offices
Automated due diligence checklists with PatternBuilder workflows
🧾 Litigation Firms:
Store, retrieve, and bundle pleadings and discovery files
AI-powered clause search and automated deposition prep
Link exhibits to transcripts using native annotation tools
📬 Corporate Legal Departments:
Matter-centric workspaces connected to email, Slack, and Teams
Cloud-native archiving with full audit logging
Contract lifecycle workflows with reminders, auto-tagging, and renewals
Why Choose NetDocuments Over Generic Cloud Storage?
| Feature | NetDocuments | Dropbox/Google Drive |
|---|---|---|
| Legal-specific DMS | ✅ Built for legal teams | ❌ General file storage |
| Compliance Certifications | ✅ SOC 2, ISO 27001, FedRAMP, HIPAA | ❌ Basic |
| Native Email Integration | ✅ Full Outlook/Gmail filing + metadata | ❌ Manual uploads |
| Automation / No-Code Apps | ✅ PatternBuilder, templates, clause libs | ❌ Limited or no tools |
| AI Assistant & Analytics | ✅ Legal AI + firm usage dashboards | ❌ Not legal-specific |
