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Zell Law
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Download Case Study
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Company Overview: Estate planning and business planning services for families and business
for over twenty-five years.
web site: www.zelllaw.com
Location: Reston, Virginia
Industry: Legal
NetDocuments Usage: DMS, Client Collaboration
Software switched from: Windows File Directory
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CHALLENGE
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Size constraints for emails and the number of documents.
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We needed a quick and easy way to get documents to clients quickly so that they can view them online...
NetDocuments has been a huge help. Otherwise we have to FedEx the documents, taking days to get to our
clients... and when they get them its a big pile of papers collecting dust.
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SOLUTION
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NetDocuments was recommended to us.
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The security levels NetDocuments offers was very important to us and our clients. Security and convenience
were main selling points for us.
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"Not only is it easier for us and the client to post drafts into NetDocuments for their review and
signature, their documents are now always available to them online with anytime access. So in case they
are traveling or immediately needing their medical documents, they simply access NetDocuments online and
provide them to their doctors. We have even given our clients a small card describing how to access their
NetDocuments account."
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"Heaven forbid something tragic may happen to one of our clients, but if it were the case, their
benefits card is in their wallet and a relative could securely log in to NetDocs and access their HIPAA
and Living Will documents."
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RESULTS
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We love the ease of use and the reliability of the service.
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NetDocuments has allowed us to have a very effective and timely way of sharing with our clients. We can
share these documents across states.
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Overall we are 95% satisfied with the service. NetDocuments is really nice and easy to use.
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