“With NetDocuments, I never have to wonder if the indexer’s running — or deal with it at all. Everything just works, anywhere, anytime.”

Jeff Boes, CIO, Lewis, Longman & Walker

Lewis, Longman & Walker (LLW) is a Florida-based environmental and land-use law firm with four offices across the state. The firm has built its reputation on guiding clients through complex environmental and governmental matters with precision and care.

When it came to technology, that same spirit of stewardship guided CIO Jeff Boes and his team as they set out to modernize LLW’s document management system.

The Challenge: A Legacy System Reaching Its Limits

For more than a decade, LLW relied on Worldox as its document management system. But over time, a familiar problem kept surfacing: the indexer.

“It became a common issue that we had to address the indexer, reboot the indexer, restart the indexer,” said Boes.

The repeated maintenance slowed productivity and put unnecessary pressure on IT. At the same time, the firm’s growing need for anywhere, anytime accessibility meant that an on-premises system could no longer keep up. LLW needed a solution that was cloud-native, reliable, and secure — without the overhead of managing infrastructure.

The Solution: A Cloud-First Platform with a Future-Focused Vision

LLW turned to a trusted partner, Affinity Consulting, to guide their transition from Worldox to NetDocuments.

“We’ve worked with Affinity for years. They helped us implement Worldox. When it was time to move forward with selecting and implementing a new DMS, they were the obvious choice to be our consultants,” said Boes.

The migration process offered a perfect opportunity for “digital housekeeping.” The team streamlined document types, cleaned up legacy data, and entered the new system with a stronger, more organized foundation.

What truly stood out to Boes, however, was NetDocuments proven cloud-first experience and forward-looking vision.

“NetDocuments was cloud-first from the get-go over 25 years ago, and that was important to us. Other vendors are just now moving to the cloud. NetDocuments has been there for years and has it down pat.”

Seamless Implementation & Easy Adoption

LLW’s implementation process went smoothly, thanks to both Affinity’s structured approach and NetDocuments intuitive design.

“Our users were already familiar with document management systems, but NetDocuments user-friendly interface made the transition even easier,” Boes noted.

The firm’s teams quickly embraced the platform, benefiting from simple, reliable access to documents from any device, anywhere, and without IT having to worry about background processes or system uptime.

Empowering Lawyers with AI — Securely

Beyond the immediate operational gains, LLW saw an even greater advantage in NetDocuments AI capabilities. The firm is now actively using the Legal AI Assistant, enabling lawyers to safely experiment and integrate AI into their workflows — without any concern about data exposure.

“The guardrails NetDocuments has in place gives us the confidence to use AI while knowing our confidential client documents are secure and compliant,” said Boes.

The AI Assistant has quickly become a favorite among users for document review and summarization. Lawyers can upload multiple documents, apply prompts, and receive clear, concise summaries within moments — dramatically improving speed and accuracy.

Boes also sees enormous potential for AI-assisted document creation and editing, helping teams build and refine content faster while maintaining quality and compliance.

Results: Stability, Mobility, and Intelligence

With NetDocuments, LLW achieved what every modern firm strives for: a cloud-native foundation that supports innovation rather than slowing it down.

The IT team no longer worries about indexers or maintenance cycles. Lawyers enjoy seamless access and collaboration across offices. And now, the firm is leveraging AI securely and strategically, boosting efficiency while maintaining the highest levels of client confidentiality.

A Partnership Built on Trust and Vision

“Our experience with NetDocuments has been very positive,” said Boes. “I feel like it’s a partnership. At the Inspire customer conference, I was able to talk directly with NetDocuments employees, give feedback, and learn about what’s next. That kind of collaboration makes a difference.”

Through this relationship — and NetDocuments continued innovation — LLW is well-positioned for the future.

Lewis, Longman & Walker’s journey demonstrates how a respected, specialized law firm can embrace modern cloud technology and AI to elevate both efficiency and client service.

By choosing NetDocuments — a platform built in the cloud, for the cloud — LLW gained more than a new system. They gained a trusted technology partner helping them work smarter, faster, and with confidence in the future.

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Key Takeaways

• Cloud-First Reliability: Eliminated maintenance issues and ensured 24/7 access from anywhere.
• Effortless Adoption: User-friendly design simplified the transition for all employees.
• AI-Powered Efficiency: Secure AI tools accelerate document review and creation.
• Trusted Partnership: Continuous collaboration with NetDocuments and Affinity ensures ongoing success.

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