"Work Inspired" Message Drives Success and New Solutions at NetDocuments

August 24, 2020
Salt Lake City, UT

Editors Note: Effective 3/11/2021 SmartView is now Margin Notes.

From the outset over twenty years ago, NetDocuments has inspired the legal tech industry, as the first company to deliver document management through the browser as well as encrypting those documents with the most secure technologies available. Using this unique cloud platform, NetDocuments has intensified the commitment to delivering ‘work inspired’ productivity solutions that provide business value to the customer base.

Over the past several years, NetDocuments has brought a number of new products to market to match the evolving work habits of modern professionals. Today, these diverse products now fit into five solutions designed to support customer-inspired work and increase productivity:

ORGANIZE is comprised of the core NetDocuments capabilities including document and email management, and OCR technologies, all best-in-class, cloud-based, legal-specific solutions.

PROTECT delivers additional controls and policy tools to reduce data breaches, as well as a geo-aware storage capability that enables better compliance while accelerating content delivery around the world.

PLAN is designed to bring teams together with one version of work focused on easy-to-use tools coordinating teams and tasks, provide real-time team communication with ndThread and Microsoft Teams integration, and facilitate task management across matters and projects.

DELIVER helps safely organize, package, and share content with clients, customers, outside counsel, and other third parties using built-in extranet and document bundling tools.

LEARN provides insights about user activity, understanding of documents, and includes enterprise search-driven knowledge management insights.

According to NetDocuments Chief Product Officer Dan Hauck, the native cloud company is much more than document management. “Documents remain the foundation of legal work, and NetDocuments is a critical part of the way they work every day. Our customers want us to go beyond just helping them find, open, and save documents, and tap into all the different possibilities and help add value along the way. That’s what our solutions make possible.”

Adds Hauck: “PLAN offerings including Tasks and Margin Notes provide more clarity around how customers communicate; how they track their work; how they plan projects; and how they markup documents and collaborate with each other.”

Tasks is a task management system that provides a wholistic view into everything that is important in a project/matter and provides collaboration inside a workspace for various parties who have interconnected deliverables to help users track project stages, owners, deadlines, deliverables. Core functionality includes a task board, task assignments and deadlines, color coding, sub-tasks, comments, and links to existing workspace documents. Tasks gives users a visual snapshot of their workload and project status and inspire legal teams that need a way to create checklists and track project tasks at the user-level.

Margin Notes enables document collaboration without requiring underlying edits while eliminating document ‘check-out’ wars. Margin Notes simplifies document reviews by making it easy to quickly preview, annotate, and mark up documents without ever needing to download the files to the desktop. With Margin Notes, users can make Margin Notes to annotate files with colleagues and clients in real-time —and take advantage of findings to quickly navigate through people, places, companies, and more.

“A great day for a CEO is when the company and team share a common vision to deliver inspired work,” commented NetDocuments CEO Josh Baxter on a recent media call. “An even better day is when that vision is real and positively impacting the market. During Q2, Q1 of COVID, we have, without much fanfare or marketing glitz, quietly launched our Work Inspired PLAN, PROTECT, and DELIVER solutions to the market. Customers are flocking to these new solutions and starting to put them to use … a big reason Q2 was our fifth fastest growth quarter in the history of NetDocuments.”

Please join NetDocuments at ILTA>ON to learn more about Work Inspired and the new Tasks and Margin Notes Plan solutions. Contact NetDocuments for more details.

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About NetDocuments

Founded in 1999, with more than 2,850 enterprise customers worldwide, NetDocuments is the legal industry’s most trusted cloud-based content services and productivity platform. Complete with state-of-the-art built-in security, compliance and governance solutions, NetDocuments offers document management, email management and collaboration technology complete with disaster recovery, enterprise search, and matter centricity features. For more information about NetDocuments, please click here.

NetDocuments media contact:

Jobst Elster, Envision Agency