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"NetDocuments has taken us into the modern world where our legal department can really shine."

- Senior Corporate Counsel for Contracts

Better organization, seamless collaboration and unparalleled security coming together to bring you the very best in document management.

Organization is crucial to your legal team’s success. Sure, you can get by with a generic system. But imagine if your documents were stored accurately and securely, in a searchable platform that was specifically built for legal professionals. That’s the power of a true-cloud content platform.

Your team will be more productive and better able to collaborate with automated workflows, structured folders, and naming conventions for quick access, easy searchability, and accurate version control. And because NetDocuments was built for legal professionals on the most sophisticated, award-winning cloud using a zero-trust security model, you can rest easy knowing your most sensitive documents are safe and secure.

Cut through the clutter of scattered documents with a purpose-built document platform for legal teams and leave frustration behind.

Get Organized with Superior Document Management

Additional Resources

Kraft Kennedy company logo in white lettering.IceMiller Legal Counsel company logo in white lettering

we welcome Worldox customers and partners to NetDocuments!

2021 Gartner® Magic Quadrant

NetDocuments Acquires Worldox

Gartner 2021 Magic Quadrant image with NetDocuments leading iManage.

Gartner, Magic Quadrant for Content Services Platforms, By Michael Woodbridge, Marko Sillanpaa, Lane Severson, Tim Nelms, Published 18 October 2021.

Gartner and Magic Quadrant are registered trademarks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from NetDocuments.

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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we welcome Worldox customers and partners to NetDocuments!

Better user experiences & Business Outcomes

Join NetDocuments at ILTACON!
August 21–25, 2022 | Gaylord National

it's been too long — Let's connect!

Exciting things are happening at NetDocuments that are resulting in more value for customers and the legal community. Find out more at ILTACON! We invite you to use this page as your resource for connecting with us throughout the conference, including educational sessions, networking events, and fun happenings at the booth.


Visit us in Booth #201 to discuss solutions that drive better user experiences and business outcomes.

educational sessions

Monday, August 22
G100 & G200
All day

This year's G100 and G200 events pose interesting questions related to cloud adoption, information governance, and the future of legal work. The day should reveal a treasure trove of insights from top leaders in legal. (Sponsored by NetDocuments)

Make Signing Seamless with the Power of NetDocuments + DocuSign
1:45pm ET
Location: Baltimore 1

Sending documents for signature using NetDocuments’ integration with DocuSign eSignature is easier than ever. Join us to learn from Foley & Lardner LLP on how they are using DocuSign built natively into the NetDocuments platform to streamline workflows, save valuable time, and avoid the cumbersome challenges of a typical signing process—without compromising security.

Save Your Spot
tuesday, August 23
Tuesday Keynote: Patrick Schwerdtfeger — A Deep Dive into Big Data
9:00am ET
Location: Potomac Ballroom

Tuesday's powerful keynote will begin with an introduction by NetDocuments CEO, Josh Baxter. Here's the session description: The explosion of big data technologies and the Internet of Things (IoT) have led to dramatic advancements in artificial intelligence and machine learning. These technologies are fueling innovation in predictive analytics, autonomous driving, image recognition, virtual reality, and countless other fields. (Sponsored by NetDocuments)

Sneak Peek — New Product Launch
10:15am ET
Location: Baltimore 1

Come get a first look at one of our latest products that will transform the way you work. See how it will help your firm maximize productivity and enable innovation.

Accelerating Success: Powering the Next Generation of Legal Work
NetDocuments Company Update
1:45pm ET
Location: Cherry Blossom Ballroom

Legal IT professionals and business leaders have much to celebrate in having overcome challenges presented by the pandemic and the “Great Resignation,” while increasing client satisfaction and hitting record revenues and profits. But as we all know, the one constant we can count on is change. Do your current technologies truly position your firm to be future-proof and give you the flexibility to create the secure, innovative solutions you need today and will want 3…5…10 years from now? Hear from NetDocuments leaders and Wilson Sonsini's Mike Lucas (CIO) and David Wang (Chief Innovation Officer) about delivering technologies that will power the next generation of law firms and legal departments. 

Leveraging Microsoft Teams to Connect People, Processes and Data to Enhance Collaboration
4:00pm ET
Location: Maryland D

More than 50% of law firms have deployed Microsoft Teams for online meetings as well as chat and collaboration according to the 2020 ILTA Tech Survey. While the use of Teams has greatly enhanced client-centric collaboration, many firms struggle to protect sensitive data and manage content governance. Join us as we discuss how firms are using Teams to power engagement-centric workspaces while containing content sprawl and protecting sensitive data. (Session 1715)

wednesday, August 24
Sneak Peek — Build-It Workshop
10:15am ET
Location: Baltimore 1

Join us for an interactive build-it-yourself workshop to learn how you can use one of our latest innovative products to enhance your organization's processes and workflows.

Which Wrongs Would You Right? How Large Firms Are Successfully Transitioning from a Legacy DMS to the Cloud
1:30pm ET
Location: Baltimore 1

Come learn which wrongs you might want to right with your legacy DMS design from decades ago. Implementation expert Marty Metz from eSentio will present things to watch for and questions to ask vendors as you consider the DMS of your future.

THURSday, August 25
Multi-Generational Strategies for Successfully Dealing with Change
4:00pm ET
Location: Maryland B

Effectively engaging employees of all generations is essential for any project that requires change in the workplace.  There are generational preferences that should be considered when it comes to how people learn, understand and retain information.  Being strategic in how you communicate to different generations is also critical.  Our session leaders will uncover proven strategies for how to combine education and communication with a special emphasis on communicating why change is necessary to give you the best chance at a successful outcome.  With four generations currently active in the workforce, and the pace at which things are changing, concentrating on who we are leading and how we are leading them can make all the difference. (Session 1720)

networking events

sunday, August 21
Kraft Kennedy 24th Annual Golf Tournament: Rob Brindell Memorial
8:00am ET
Location: Lake Presidential Golf Club

Rob Brindell was instrumental in putting together the ILTA Golf Tournament for over 20 years. We continue to honor him with this annual outing. We invite you to spend the day on the greens, have fun, maybe make a new friend with whom you can raise a glass and toast with Rob’s favorite greeting, “hey, buddy.” This shotgun-style tournament starts at 8:30am.

Get Your Ticket
ILTACON Opening Reception
6:30pm ET
Location: Gaylord National Atrium

See you at the opening reception — can't wait to catch up! What a great way to kick off the conference!

Register for the Live Product Demo

With Speaker:

Doug Stansfield profile pic

Doug Stansfield

Sr. Director
Lexis® Search Advantage
Travis Reed profile pic

Travis reed

Product Manager
NetDocuments
Traveling Coaches Sunday Night Networking Event
8:30pm ET
Location: Bobby McKey's Dueling Piano Bar

We're setting the stage for the exciting week that is ILTACON! Traveling Coaches invites you to PRELUDE, a networking event to get your conference experience started. Join us for music, drinks, dancing and more at Bobby McKey's across the street from the Gaylord as a team of talented pianists take the stage. Reserve your ticket to PRELUDE today! Note: This exclusive event is open to registered ILTA members only.

Get Your Ticket

With Speaker:

Doug Stansfield profile pic

Doug Stansfield

Sr. Director
Lexis® Search Advantage
Travis Reed profile pic

Travis reed

Product Manager
NetDocuments
tuesday, August 23
Happy Hour on the Harbor
7:00pm ET
Location: Flight Deck at the Capital Wheel

Join Element Technologies, NetDocuments, and Actionstep at ILTACON for a fun networking reception with a view! The Flight Deck at the Capital Wheel is located within walking distance from the Gaylord National Harbor Resort.

With Speaker:

Doug Stansfield profile pic

Doug Stansfield

Sr. Director
Lexis® Search Advantage
Travis Reed profile pic

Travis reed

Product Manager
NetDocuments

Visit Us in booth #201 in the exhibit hall

What does the future look like at your firm? Stop by our booth to discuss solutions that drive better user experiences and business outcomes.

Plus, preview our latest innovations and speak with solutions experts about how NetDocuments can help solve your document and content management challenges. See why more than 134,000 professionals have recently made the switch to NetDocuments from competitors.

Picture of a suitcase full of cash

We can’t wait to see you at booth #201!

In the meantime, here are some educational resources you might be interested in.
Ice Miller Case Study Graphic ThumbnailIce Miller Thrives with Cloud-First Strategy
Ice Miller needed a new document management system (DMS) to support their strategy.
Graphic with a pile of 3d question mark icons in white with one in blue.26 Questions to Ask Before Your Next DMS Purchase
Thinking about a document management platform? Make sure to ask these critical questions as you make your decision.
Graphic thumbnail for webinar event hosted by NetDocuments discussing the great resignation and data leaks in the workplace.The Great Resignation and Keeping Your Firm Secure
The Great Resignation is being called the Great Exfiltration as documents continue to escape into the wild. What can you do to prevent data leakage?
All You Need to Know About Enterprise Search Graphic ThumbnailAll You Need to Know About Enterprise Search for Law Firms
Today’s technology has the potential to make law firms more competitive, profitable, and secure while also improving the satisfaction of their teams who are driven to apply their expertise in meaningful ways.
10 Legal Trends Whitepaper Graphic Thumbnail10 Legal Tech Trends for 2022 and Beyond
Today’s technology has the potential to make law firms more competitive, profitable, and secure while also improving the satisfaction of their teams who are driven to apply their expertise in meaningful ways.
Case Study graphic for Burke and Warren.Big Journey, Bigger Rewards: Burke, Warren, MacKay & Serritella Case Study
From scalability and usability to security and accessibility, NetDocuments has raised the bar of what document management can and should be for the Burke Warren team.
in partnership
A cyan colored plus shape used to combine two company logos on landing page headers.

NetDocuments Acquires Worldox

Digital transformation is increasingly important in business environments around the globe. But what exactly is at the heart of those strategic boardroom decisions? Customers are the single most important transformation driver for organizations today; as such, customer experience must be among the top priorities. Companies focused on delivering an exceptional experience to their customers, both internal and external, will see improved information management and business alignment in 2022 and beyond.

In this infographic, AIIM identifies 9 Customer-Focused Data Points for Information Managers from their 2022 State of the Industry for Intelligent Information Management report, underwritten by NetDocuments.

1

The most IMPORTANT ingredient in
your digital transformation strategy

34%
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enriching customer experience in all aspects of the business
2

The most EFFECTIVE strategy for
getting stakeholder support

36%
Graphic of ten person icons with 3.5 of them filled with a teal color.
making the connection between information management and customer experience
3

Executive attitudes toward information
management practices

25%
if it doesn’t help “move the product” it’s not a high priority
25%
it directly impacts the business success
28%
it’s a cost of doing business for legal and regulatory compliance
4

Perception of Information Governance
is largely negative

28%
governance efforts are largely defined by/confined to retention schedules/policies
30%
workers’ eyes glaze over at the mere mention of the phrase
5

Organizations are failing to align information
management strategy with business strategy

C-
average business
alignment grade
on a scale from
A (Excellent) to F (Poor)
6

Higher alignment scorers focus
their information management
efforts in three areas

Process
improvement
44%
Information
access
29%
Data
analysis
16%
7

Higher alignment scorers encourage
content collaboration across virtual
workforces and organizational boundaries

60%
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have an explicit strategy and systems to support this
8

Customer journey-mapping
competency is low

72%
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would grade their organization as average or worse in documenting customer experience across key processes
9

Lines between “information” and
“data” management blur

45%
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yes, we differentiate between the two
38%
Graphic of ten person icons with 3.75 of them filled with a teal color.
no, we don’t differentiate between the two

Want to see the full State of the Industry report? Get yours here.

Transparent background with dark blue dots scattered but organized in a wave.

Who is the Everywhere Hero?

Anyone in your organization — even you!
With PatternBuilder, you can replicate and extend your expertise to be everywhere...even when you can’t be. Take your mundane, repetitive tasks and AUTOMATE them. So they’re done the right way — your way — every time.
Transparent background with dark blue dots scattered but organized in a wave.

Who is the Everywhere Hero?

Anyone in your organization — even you!
With PatternBuilder, you can replicate and extend your expertise to be everywhere...even when you can’t be. Take your mundane, repetitive tasks and AUTOMATE them. So they’re done the right way — your way — every time.
Blue cobalt blue dots graphic

Who is the Everywhere Hero?

Anyone in your organization – even you!
With PatternBuilder, you can replicate and extend your expertise to be everywhere...even when you can’t be. Take your mundane, repetitive tasks and AUTOMATE them. So they’re done the right way — your way — every time.
Transparent background with dark blue dots scattered but organized in a wave.

Who is the Everywhere Hero?

Anyone in your organization – even you!
With PatternBuilder, you can replicate and extend your expertise to be everywhere...even when you can’t be. Take your mundane, repetitive tasks and AUTOMATE them. So they’re done the right way — your way — every time.

Everywhere Heroes In the Making

Not all automation solutions are the same. See how you can use PatternBuilder to create Everywhere Heroes that can translate legal, business, and client expertise into workflows, automated document templates, and apps to support mission-critical processes.

Using a “no code” approach that’s both flexible and intuitive, PatternBuilder puts an organization’s experts (aka your Everywhere Heroes) at the center of custom document creation. And makes it EASY to create, manage, and adjust automations — all natively within the NetDocuments DMS platform.

Automate and connect multipart processes like approvals and reviews while incorporating your unique rules and logic. Create an end-to-end document automation workflow and share it via secure link, on your website, or from NetDocuments.

As part of the NetDocuments platform, PatternBuilder inherits the sophisticated security and compliance certifications that thousands of law firms, corporate legal departments, and public sector entities trust with their most important documents and information. Now you can innovate while remaining compliant.

Our firm has seen major efficiencies, including cutting down the time it takes to prepare some documents by as much as 90%. These efficiencies free up our staff to serve more clients and do higher-level work.

Josh Waddell

Chief Innovation Officer / Siskind Susser

Superhero Powers in Play

With superpowers come endless possibilities. Here are just a few ways lawyers and legal professionals are putting PatternBuilder into play.

Speed:

A law firm can increase the speed at which they win new business by automating the “inquiry to engagement” process because PatternBuilder allows users to build apps that support online matter intake and automatically generate client engagement letters and other document types, enabling true practice automation.

Strength:

A legal department can better manage internal requests and streamline efficiencies by developing apps for legal work intake requests by gathering relevant information, automating the creation of documents, and then profiling and securely storing files in the appropriate NetDocuments workspace.

Smarts:

Practice groups with complex, document-heavy work can leverage PatternBuilder to eliminate potential errors and build innovative client solutions. For example, an M&A practice group can build their own customized term sheet intake app to automatically populate M&A documents with even the most complex legal logic requirements.

Everywhere Heroes In Action

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Author Name

CEO / Company

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Author Name

CEO / Company

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Profile name

CEO / Creative IT

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CEO / Creative IT

Learn More about PatternBuilder

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Product Highlights Video

Watch this 90-second preview that highlights the primary features and functionality of PatternBuilder.

Learn More
PatternBuilder Brochure

Download this one-page overview of the benefits of the PatternBuilder legal document and workflow automation tool.

Learn More
Product Page

Read more about the value that PatternBuilder brings to law firms of all sizes, corporate legal departments, and the public sector.

Learn More

PatternBuilder is an add-on to the
NetDocuments DELIVER solution.

Collaboration Spaces and Extranets

CollabSpaces makes it easy to securely share content from NetDocuments — no third-party file sharing service or extranet necessary.

Learn More
Documents Bundling and Sets

Standardize processes, streamline workflows, and increase the speed of service delivery for compiling and distributing documents.

Learn More
DELIVER Brochure

Solve your biggest content collaboration and workflow challenges with tools to safely organize, package, share, and automate content for clients.

Learn More

GET A DEMO

Let's connect!

Want to learn more about moving to the cloud? Request a personalized conversation with one of our representatives.

Your Expertise Everywhere

Make sure work is done the right way — your way — every time.
With PatternBuilder, you can replicate and extend your expertise to be everywhere...even when you can’t be. Take your repetitive tasks and AUTOMATE them.

Not All Document & Workflow Automation Solutions Are the Same

While there are many great automation tools out there, only PatternBuilder is purpose-built to handle the sheer volume of document creation, sophisticated level of logic, and level of security your teams need — all from within the powerful NetDocuments platform.

Automate Your Expertise! Where to Begin

Legal professionals have been finding new and improved ways to automate their workflows and processes, but it can be daunting to know where to begin. This guide is here to help.

Read more

Our firm has seen major efficiencies, including cutting down the time it takes to prepare some documents by as much as 90%. These efficiencies free up our staff to serve more clients and do higher-level work.

Josh Waddell

Chief Innovation Officer / Siskind Susser
9 Creative Ways Legal Document Automa...

With limited time in the day and more and more work piling up, law firms of all sizes, corporate legal teams, and government agencies are looking for better ways to maximize their efforts. Their answer? Automation.

Read more

Being able to automate both simple and complex documents and tasks, as well as manage and implement these new applications, is critical for legal professionals and their support teams. PatternBuilder gives organizations the ability to scale their expertise and consistently deliver their best work.

Dan Hauck

Chief Product Officer / NetDocuments
Automating Your Corporate Legal Depart...

Working in a corporate legal department requires a delicate balance between serving the needs of your business teams internally and managing the work that is outsourced to law firms.

Read more

FINDING VALUE IN DOCUMENT & WORKFLOW AUTOMATION

Here are just a few ways lawyers and legal professionals are putting PatternBuilder into play  and translating legal, business, and client expertise into workflows, document templates, and apps to support mission-critical processes.

GET A QUICK DEMO

See PatternBuilder in Action

Jennifer Cathcart, Regional Manager in Sales, APAC at NetDocuments.

Connect with a NetDocuments team member to learn how PatternBuilder can help your organization scale your expertise and consistently deliver your best work.

Share a bit about yourself and someone will be in touch shortly.

we welcome Worldox customers and partners to NetDocuments!

"We are thrilled to welcome Worldox customers, partners, and employees to NetDocuments, and look forward to building upon the strong relationships established by the Worldox team. Going forward, our focus will be integrating Worldox customers onto our cutting-edge platform at their own pace, while delivering on our commitment to all of our customers through continual innovation on the NetDocuments platform."

NetDocuments has acquired Worldox, giving customers a direct path to access the legal profession’s largest proven cloud-based document management platform that will support customers in meeting client security standards while modernizing and enhancing their approach to document organization, collaboration, automation, and governance.

Read the full press release

Do you have questions? We are here to help!

Questions about NetDocuments or the acquisition:

Our dedicated Experience Specialists are here to help!

Questions about Worldox Billing and Support:

Continue to contact the same resources as before. Their information is shared below for your convenience:

For media related questions or inquiries, please contact Melissa Mickelson and Jobst Elster.

Resources you may be interested in...

In the News

NetDocuments Acquires Worldox
Customer-first approach and vision for the future of legal work create synergies in forward-looking acquisition.

Learn more
Read the Blog

The Future is Cloud Native
Read industry trends and why firms of all sizes are making the move.

Learn more
Our Clients

Read stories about why firms moved to NetDocuments and how they’re achieving success for their firm.

Learn more

Want to learn more about moving to the cloud? Request a personalized conversation with one of our representatives.

Save the Date

October 23– in La Cantera in San Antonio, TX