Create a single source of truth for matter documents and communications with all of the security, compliance, and governance features and protocols required by your clients.
- Workspaces keep documents and communications organized around specific clients and matters for increased organization across the firm.
- Powerful enterprise search helps fee earners find what they need quickly so they’re not wasting precious time searching through libraries of documents.
- Predictive email filing with ndMail reduces the time fee earners are spending on tedious tasks so they can focus on delivering world-class services.
Corporate Legal Departments
Save precious time and resources for both legal and I.T. teams by establishing a consistent process for document and email management that you can leverage across your organization.
- Search, save, and share information quickly and securely using built-in features like advanced search, secure links, and optical character recognition.
- Reduce time spent on emails when you use ndMail which predicts filing behaviors and lets you drag-and-drop emails directly into Outlook folders.
- Get faster approval from IT because of the robust security, built-in compliance, and easy implementation with NetDocuments.
Financial Advisement Firms
Walk away from piles of disorganized documents and step into the paperless office experience where you can collaborate and share content with your clients easily and securely.
- Create a single place for client documents to live so they can easily access them any time they are required.
- Whether at home, in the office, or meeting with a client during lunch, documents and information will be securely accessible via your desktop or mobile devices.
- Protect client data with industry-leading, state-of-the-art security and compliance measures that are automatically maintained to keep you in compliance with state and federal requirements.
Remove the time-consuming tasks of compiling closing documentation while providing a secure, single repository for client documents.
- Productivity tools like SetBuilder remove the need for agents to spend hours compiling closing documentation.
- Digitize contracts, agreements, policies, and other critical client information using optical character recognition (OCR) to make it easily searchable by your teams.
- Securely share and collaborate on documents with clients, giving them anytime access to their documentation.
Professional Services Organizations
NetDocuments is for any organization that needs to protect customer or client information while allowing them to organize, collaborate on, and share documentation.
- Security and compliance are at our core, which is why the NetDocuments platform is purposefully built with state-of-the-art security and compliance protocols and validated by third-party auditors on a regular basis.
- Tools like ndMail and ndThread make it easy for anyone in professional services to quickly file and commentate on projects they’re working on while collaborating on documents.
- Increase workflow efficiency with tools like SetBuilder to help teams standardize and execute the creation of document sets.