2023
EducationVisit Our BoothSee ndMAX LIVE
Jumbled letters pictured with a white border above and below. Jumbled letters pictured with a white border above and below.

"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
Request a Demo

Additional Resources

Three businessmen in suits sit around a desk
The Corporate Legal Team's Secret to Change Management
Graphic of a mountain with 12 steps to a great dms.
5 Indisputable Advantages To Legal-Specific Online Document Management
Graphic of a mountain with 12 steps to a great dms.
How Much is Outdated Technology Costing Your Law Department?
Kraft Kennedy company logo in white lettering.IceMiller Legal Counsel company logo in white lettering

we welcome Worldox Users and partners to NetDocuments!

Wordle text spelled in tiles with clouds in the background.

we welcome Worldox Users and partners to NetDocuments!

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%
Graphic of ten person icons with 3.5 of them filled with a teal color.
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%
Graphic of ten person icons with 6 of them filled with a teal color.
have an explicit strategy and systems to support this
8

Customer journey-mapping
competency is low

72%
Graphic of ten person icons with 7.5 of them filled with a teal color.
would grade their organization as average or worse in documenting customer experience across key processes
9

Lines between “information” and
“data” management blur

45%
Graphic of ten person icons with 4.5 of them filled with a teal color.
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
Download your copy of the infographic!

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.
Graphic of a super hero suit in blue.
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.
Graphic of a super hero suit in blue.
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.
Graphic of a super hero suit in blue.
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.
Graphic of a super hero suit in blue.

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.

A woman stands holding her hands facing the camera.
Request a Demo
Graphic of the text SUPER-EMPOWER YOUR TEAM.

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.

Graphic of the text SIMPLIFY THE COMPLEX

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.

Graphic of the text FEND OFF THREATS

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.

Request a Demo

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:
Graphic of the text 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:
Graphic of the text 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:
Graphic of the text 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.

Request a Demo
A man in a suit stands facing the camera with his hands in his pockets.
Request a Demo

Learn More about PatternBuilder

White icon outline of a laptop with a play icon for a video inside a chat bubble.
Product Highlights Video

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

Learn More
White icon of a pamphlet.
PatternBuilder Brochure

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

Learn More
White icon of a webpage layout.
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
Request a demo

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

White icon of three people.
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
White icon of a document.
Documents Bundling and Sets

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

Learn More
White icon of a pamphlet.
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.

Request a Demo

NetDocuments Acquires Worldox

"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."
— Josh Baxter, CEO, NetDocuments
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.

Welcome Lawyerist Subscribers

Through our partnership with Lawyerist, new customers are eligible to receive an exclusive 10% discount on NetDocuments.**
Get Your 10% Discount

Why Small Law Firms Choose NetDocuments

NetDocuments, the #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work, is backed by 20+ years of experience in native cloud innovation and offers a complete end-to-end platform for document and email organization and management, including award-winning security and research capabilities; robust automation, collaboration, and search technologies; and 150+ seamless integrations with other tools you use daily, such as Microsoft Office, electronic court filing and signature software, and your practice management system.

Improve Document Collaboration

Whether you work in email, documents, or Teams, NetDocuments makes it easy to access the right content and collaborate with internal and external parties from anywhere, on any device — without your documents ever leaving the security of your DMS.

Learn more

Save Time for More Focus on Client Service

When you don’t have to waste time creating, finding, researching, bundling, sharing...you gain back time that can be spent on higher-value work and delivering quicker and more accurate, consistent service, which results in happy clients and better retention.

Learn more

Maximize the Value of Your Tech

Practice management systems, file folders, and commercial file storage weren’t built to support lawyers throughout the complexities of the legal document lifecycle. NetDocuments provides a better way to work that can easily integrate with and elevate your other core technologies.

Learn more
 

Reduce Risk and Gain Confidence

With award-winning security built for the needs of lawyers and their clients, NetDocuments protects sensitive client information, ensuring compliance and confidentiality — and helps you avoid the potentially devastating results of a data breach.

Learn more

Don’t just take our word for it...

Hear from some of our amazing customers who are working smarter with NetDocuments. You can also access customer Case Studies for additional information about their journeys.

"We were looking at security and how to keep our client’s data safe and NetDocuments was exactly what we wanted that would allow us to work where our attorneys are and offering a safety net against hacks and breaches."
Kandi McElroy
Executive Administrator at
Bradley & Riley PC
"Implementing NetDocuments was the most well-received product change we have ever done. Our lawyers could immediately see how it could improve their ways of working, which was key to user adoption."
Richard Price
Finance and IT Manager at
Maurice Turnor Gardner
"That mobility piece, the ability to work remotely, not tied to a remote server — that has been a big improvement for our remote work."
Dylan Snowdon
Partner at
Carbert Waite LLP
"We wanted a provider that was well-established as being cloud-first, not one making the transition to the cloud or a cloud that was really a hosted solution."
Nicholas Leininger
IT Operations Director at Ruder Ware
"Having every single document that our firm has ever produced in my cellphone when I need it is quite handy."
Gaetano Barrila
Founder at Barrila Law
"The solution itself is great. It does everything that we were hoping for and more."
Nick Doughty
IT Director at Magrath Sheldrick
"We chose NetDocuments as it is a really intuitive system that integrates with our way of working and provides a great user experience."
Conni Falkner
COO at NJORD

Lawyerist Subscribers Receive a 10% Discount

Through our partnership with Lawyerist, new customers are eligible to receive an exclusive 10% discount on NetDocuments.**
Fill out the form to get the ball rolling with a personalized demo.

**Offer valid for a limited time only. To be eligible for this promotion, you must be a new NetDocuments customer and have not yet been on the NetDocuments platform within the last year. Offer available for firms in the USA and Canada only, with 25 users or fewer. To be eligible, firms must conduct a product demonstration by 11/30/2023 and purchase NetDocuments by 12/31/2023. This cannot be combined with other offers, and the discount will apply to the subscription price for the length of the Initial Term of the contract. This offer is only available to capabilities under the ORGANIZE solution (document management, email management, OCR, and the integration with DocuSign eSignature).

Welcome Lawyerist Subscribers

Through our partnership with Lawyerist, new customers are eligible to receive an exclusive 10% discount on NetDocuments.**
Get Your 10% Discount

Why Small Law Firms Choose NetDocuments

NetDocuments, the #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work, is backed by 20+ years of experience in native cloud innovation and offers a complete end-to-end platform for document and email organization and management, including award-winning security and research capabilities; robust automation, collaboration, and search technologies; and 150+ seamless integrations with other tools you use daily, such as Microsoft Office, electronic court filing and signature software, and your practice management system.

Improve Document Collaboration

Whether you work in email, documents, or Teams, NetDocuments makes it easy to access the right content and collaborate with internal and external parties from anywhere, on any device — without your documents ever leaving the security of your DMS.

Learn more

Save Time for More Focus on Client Service

When you don’t have to waste time creating, finding, researching, bundling, sharing...you gain back time that can be spent on higher-value work and delivering quicker and more accurate, consistent service, which results in happy clients and better retention.

Learn more

Maximize the Value of Your Tech

Practice management systems, file folders, and commercial file storage weren’t built to support lawyers throughout the complexities of the legal document lifecycle. NetDocuments provides a better way to work that can easily integrate with and elevate your other core technologies.

Learn more
 

Reduce Risk and Gain Confidence

With award-winning security built for the needs of lawyers and their clients, NetDocuments protects sensitive client information, ensuring compliance and confidentiality — and helps you avoid the potentially devastating results of a data breach.

Learn more

Don’t just take our word for it...

Hear from some of our amazing customers who are working smarter with NetDocuments. You can also access customer Case Studies for additional information about their journeys.

"We were looking at security and how to keep our client’s data safe and NetDocuments was exactly what we wanted that would allow us to work where our attorneys are and offering a safety net against hacks and breaches."
Kandi McElroy
Executive Administrator at
Bradley & Riley PC
"Implementing NetDocuments was the most well-received product change we have ever done. Our lawyers could immediately see how it could improve their ways of working, which was key to user adoption."
Richard Price
Finance and IT Manager at
Maurice Turnor Gardner
"That mobility piece, the ability to work remotely, not tied to a remote server — that has been a big improvement for our remote work."
Dylan Snowdon
Partner at
Carbert Waite LLP
"We wanted a provider that was well-established as being cloud-first, not one making the transition to the cloud or a cloud that was really a hosted solution."
Nicholas Leininger
IT Operations Director at Ruder Ware
"Having every single document that our firm has ever produced in my cellphone when I need it is quite handy."
Gaetano Barrila
Founder at Barrila Law
"The solution itself is great. It does everything that we were hoping for and more."
Nick Doughty
IT Director at Magrath Sheldrick
"We chose NetDocuments as it is a really intuitive system that integrates with our way of working and provides a great user experience."
Conni Falkner
COO at NJORD

Lawyerist Subscribers Receive a 10% Discount

Kaden Smith, Director at NetDocuments

Kaden

Dir. of Sales

NetDocuments

Through our partnership with Lawyerist, new customers are eligible to receive an exclusive 10% discount on NetDocuments.**

Fill out the form to get the ball rolling with a personalized demo.

Request a Demo

AI Responsibly with

The industry is buzzing about all things AI — and you won't want to miss what we have to share! Visit us at Booth #809, join us for educational sessions and networking events, and discover how NetDocuments can help you do your best work and leverage AI responsibly.
The industry is buzzing about all things AI — and you won't want to miss what we have to share at KM Legal 2023 in Chicago October 26-27! Visit us at Booth #2, and discover how NetDocuments can help you do your best work and leverage AI responsibly.
JOIN NETDOCUMENTS AT ILTACON!
AUGUST 20–24, 2023 | Orlando, FL
See What's Planned
See ndMAX and PatternBuilder MAX Live!

Maximize the power of AI by combining your expertise and intelligence contained in your documents with the security and guardrails of NetDocuments.

ndMAX is a groundbreaking suite of AI-powered products thoughtfully embedded throughout the NetDocuments platform and purpose-built for the legal community. The first product to be released as part of ndMAX is PatternBuilder MAX.

Enter here and then complete a demo at KM Legal 2023 to be entered to win one of 10 JBL waterproof speakers.

Visit us in Booth #2 with questions and to see it live. ‍

What do you wish generative AI and automation could do for your organization? Submit your dream app idea for a chance to have it built and win great prizes!
Submit Your Idea

EDUCATIONAL SESSIONS

THURSDAY, OCTOBER 26th
Keynote Address: The Path to Enterprise Grade Generative A.I. + Law 
9:10 AM- 10:00 AM

• Discuss the current state and capabilities of generative AI and law
• Highlight the balance between fear, uncertainty and doubt (FUD) versus fear of missing out (FOMO)
• Consider how generative AI impacts the future of KM
‍
Speakers: Dr. Daniel Martin Katz, Professor of Law @ Illinois Tech  Chicago Kent Law
Moderator: Josh Hogan, Senior Product Manager at NetDocuments

FRIDAY, OCTOBER 27TH
Tools & Technology Spotlights
12:00PM - 12:15 PM

Leading service providers will showcase their offerings in a quick-pitch setting. Evaluate the latest and greatest tech tools to bring back to your organization.
‍
Speakers: Josh Hogan, Senior Product Manager at NetDocuments

Visit Us in Booth #2 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, elevate client service delivery, and enable you to leverage AI responsibly.

Come see why 5+ organizations per day are making the switch to NetDocuments.

Complete a demo of PatternBuilder MAX at KM Legal 2023 to be entered to win one of 10 JBL speakers.

We can’t wait to see you at KM Legal and Booth #2!

In the meantime, here are some educational resources related to AI that you might be interested in.
Graphic of Earth globe in blue with blue ribbons behind.

In the News

Check out our latest press release to see quotes from across the industry about the power of ndMAX.
Access the Press Release
Mockup

Moving Fast but Responsibly

View a guest post by NetDocuments leadership published in Legal IT Insider about the promise and pitfalls of generative AI.
Read the Blog
Mockup

Webinars

Our Events page includes upcoming webinars where you can learn more about NetDocuments and ndMAX.
See Upcoming Events
Ice Miller Thrives with Cloud-First Strategy
Ice Miller needed a new document management system (DMS) to support their strategy.
Learn more
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.
Learn more
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?
Learn more
All You Need to Know About Enterprise Search Graphic Thumbnail
All 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.
Learn more
10 Legal Trends Whitepaper Graphic Thumbnail
10 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.
Learn more
Graphic for NetDocuments Case Study.
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.
Learn more