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Customer Success - Financial Services
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NetDocuments customers range in industry, location, business size and document service needs. Our great
customers continue to "spread the word," provide us with excellent suggestions to improve the service, and
are all 100% referenceable. They are our greatest asset. Why? Because our relationship is very much like a
partnership, as NetDocs ensures the service is always on, and always working for our customers. We keep
a close relationship with our customers, communicate with them regularly and love to hear their feedback.
We invite you to become better acquainted with our customers below and to join this prestigious group who
are, as one user said, "changing the world one document at a time."
Larry Gianneschi, Kennedy Covington.
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Featured Customers
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"I no longer fear that my laptop will be stolen because there is no longer any client data on it.
Consequently, using NetDocuments and knowing that my documents are always securely stored and instantly
available I am able to stay away from the office much longer than I could otherwise."
"NetDocuments allowed me to import all files mirroring the Windows file structure we had been
accustomed to using and very little ramp up time was needed."
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"We regularly use NetDocuments to maintain our deal flow. Everytime we look at a company we create a
NetDocs folder to store all the material. NetDocuments is a big selling feature for us to our investors who
are impressed with the way we manage our information. They work with us partly because of our 'window on
innovation' and a big part of that is our access to the documents with NetDocuments."
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"We also use NetDocuments for ongoing monitoring with our customers. We have about 15 to 20 investments
in companies and every quarter we need certain information from them. I have a separate NetDocuments cabinet
set up for these companies to go in every quarter and fill in their information. So instead of us emailing
things we are simply updating documents securely online."
– Mike Long
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"NetDocuments has helped tremendously in that we can all access documents across the board. I have been
out on appointments with clients at their offices and they have asked me for stuff. All I have to say is
'get me on a computer and I will pull them up right away'."
– Jon Moss, Broker
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Key Customers
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2Maisie5 Realty
4 Mile Branch Property Svcs LLC
7 Clicks
Abilita
AIC Ventures
Allan M. Scheider Associates
American Appraisal Canada Inc.
American Arbitrage
Amesos Inc
Ark
ASCEND
AXIOS Law Group, PLLC
Bachman Business Services
Ballard Law Office
Bridges & Bridges
Brofort Inc
Brown Club of Boston
BuildAll Distributors (TCI) Ltd
Burke Williams & Sorensen
Camp Services
Carlsmith Ball LLP
CCMP Capital
Celesio
Century Tax & Financial Services
Ceridian Employer Services
Charles R. Kopecky, MD, PA
CNL Financials
Cohne Rappaport & Segal
The Compliance Gurus
Conexo
Congressman Chris Cannon
Crowley Law
Decision Support Services
Defined International
Dr. Kopecky
Dr. Rafath Quraishi
Dorsey & Whitney LLP
E & A Investments Inc.
Employ America
Ent By the Sea
Entalex Solutions
ePaperless LLC
Euromarks
Fabian & Clendenin
Faith Community Church
Forman Group
Foundation Ventures
Fund Independence in Journalism
Gibraltar 1031, LLC
Gibraltor Construction - Lee Babit
Gilmor Associates
GIV Venture Partners
Graham Land Acquisition
Hahn and Moodley LLP
Hamilton Martins Ballou
Hawkins & Associates
Ingenuity Software
IPiphany
J Hue Henry P C
Jack A. Cross Associates
Jamaica National
Jeffrey Jacobson
Katz & Kleinman PLLC
Kauff McClain
Kegler, Brown, Hill & Ritter
Kennedy Covington
Kennedy Johnson LLC
Kid Gloves Music
Kimco Realty Corporation
Kustom Kinetics
Kutak Rock
Law Office of John Mietus, LLC
Law Offices of Ann Rankin
Law Offices of Astride & Howell
Law Offices of Brett Whipple
Law Offices of Howard D. Behar
Leavitt Firm
Lewis Brisbois Bisgaard & Smith
Liberty Funds Group, Inc
London Fleet
MAD Technologies
Maxi Group
McDaniel Law
McDonald & McCabe
McLeod, Watkinson Miller
McMillion & Hirtensteiner, LLP
MGandy, LLC
Michael Haberman, MD
Middleberg
Miles & Stockbridge
Mission Training International
MMA
Monfort Institute
Moore & Van Allen
Morgan & Finnegan
Morrison Law Group
MS Baptist Health Systems
MTC Partners LTD
MySherpa
Nabarro
NANA
National Assoc of Neighborhoods
National Retail Properties
Natrona
New House Strategic Counsel
Nielsen & Senior
Our House
Pacific Nursing
Pangaea Ventures Ltd
Parker Remick
Paul Hastings Janofsky & Walker
Perkins Coie
Pierce Atwood
Pine Tree Commercial Realty, LLC
Pooley & Oliver LLP
Portola Strategies
Prosodie Interactive
Purrington Moody LLP
Q-Biz Solutions
Queen Shoals, LLC
Rastelli Foods
RealPros
Red Mountain Law
Regio USA
Regional Nephrology Associates
Retirement Planning Resources
Rothken Law Firm
RX Trials
Salesforce.com
Schorr Law
Seyfarth Shaw
SJ Berwin
Smith Hartvigsen PLLC
Smiths-Law LLP
Snell & Wilmer
Sovereign Investments
Spadea & Associates
Spatial Group Pty Ltd
Stagen Leadership Institute
Starpoint Resort Group
State Street Housing
Stephan, Oringher, Richman
Steptoe & Johnson
Sterling Futures
Steven Chung and Associates
Superior Transport
TCM Mortgage
TGD Consolidations
Town & Country
True North Law
Tulchinsky-Research
US NETCOM
Van Winkle Law Firm
Vear Commercial Properties Inc
Webworks Accounting Solutions Inc
Westbrook Partners
Western Legal Group, APC
Wit SAL Inc.
XMD, LLC
Xtreme Mountain Development
Xpheros Corporation
Zell Law
Zsort Agardy
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