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Key Takeaways
Generated from the text of customer reviews
Our Verdict
NetDocuments Specifications
- Document Management
- Workflow Automation
- e-Signature
- Client Portal
NetDocuments Features
Document Management
NetDocuments stores legal documents in matter-based workspaces where teams can organize and retrieve files. Each document can carry details such as its matter, type, and other profile information. Version control keeps track of changes over time, while permissions determine who can view or work with particular documents.
Legal AI Assistant
The Legal AI Assistant lets legal professionals ask questions about documents and matter information in natural language. It can summarize documents and surface relevant information from the available content. Access rules from the document management system continue to apply when working with this information.
Email Management
NetDocuments can capture emails and attachments from Outlook or Gmail and file them under the relevant client or matter. Email can then be searched alongside other matter documents. Keeping correspondence with the related case files gives legal teams one record of the matter rather than leaving communications in separate inboxes.
AI App Builder
NetDocuments features an AI App Builder that is intended for firms that need applications for particular legal workflows. Firms can build these applications around their existing content and organizational information. The tool also includes pre-built applications for common legal tasks, separate from its general AI tools for asking questions and finding information.
Data Loss Prevention
The software includes data loss prevention within its security and governance features. DLP controls help identify sensitive information and restrict how that information can be shared. The security framework also includes encryption, access controls, ethical walls, and audit functions for monitoring activity and protecting restricted content.
Pros And Cons of NetDocuments
Pros
Efficient search and document management
Easy upload for quick file saving
Intuitive interface boosts user productivity
Convenient email attachment management within legal workflows
Remote access lets users retrieve documents when working away
Cons
Email integration setup needs improvement
Limited support for billing-related issues
Some users report slow performance and document upload delays
NetDocuments Reviews
Total 13 reviews
3.5
All reviews are from verified customers
Rating Distribution
5
Stars38%
4
Stars23%
3
Stars15%
2
Stars0%
1
Stars23%
Share your experience
John W.
Not Specified, 1-10 employees
“Not Worth the Switch”
Pros
Search functionality is really great and finds what I need quickly. Saving documents is pretty easy most of the time. I appreciate how the compare feature works easily, you can use it within the system or externally if needed. Downloading email attachments is super simple and hassle free.
Cons
Setting up new clients and matters takes way too many steps compared to what I'm used to. The help function is unnecessarily complicated and hard to navigate. During migration, they didn't automatically transfer all my subfolder levels, only gave me clients and matters initially. Had to fight with them to get the rest set up which cost me extra money. When they finally created the subfolders, most only had cryptic short names instead of the descriptive ones I had before. They also created a bunch of document type folders based on old settings that I don't actually need, cluttering everything up. Now I can't figure out how to create new subfolders, save documents to existing ones, or even open them except through search. They couldn't replicate my Outlook integration that automatically deleted emails after saving them. The document list shows fewer items per page now which is really annoying. Those auto generated Doc Type folders are completely useless. I'm also concerned about storage limits and whether costs will increase as I save more files, or if I'll need to download things for offline storage. Support has been practically non existent throughout this whole process.
Rating Distribution
Ease of use
4
Value for money
3
Customer Support
2
Functionality
4
Amir S.
Not Specified, 101-500 employees
“slow tool and disappointing support experience”
Pros
Interface is really easy and simple for me. Having all my documents centralized in one location saves me tons of time. I can attach and send multiple documents via email with just a single click which is incredibly convenient.
Cons
The app runs pretty slow most of the time. It crashes way too often which gets really frustrating. I need a ton of bandwidth to run it properly. And don't even get me started on trying to upload documents from my computer, it's absolutely terrible and takes forever.
Rating Distribution
Ease of use
4
Value for money
3
Customer Support
4
Functionality
3
Nicole A.
Not Specified, 1-10 employees
“Great DMs with mixed results”
Pros
It has been a game changer for our organization, dramatically enhancing how we file, store and search for documents. The improvement in our workflow efficiency has been remarkable.
Cons
I wish the Outlook plugin was stronger, I found myself constantly jumping out to the web browser way more than I wanted to (especially compared to iManage that I used before). Also the thing that bothers me is that how I have to organize everything into seperate cabinets for different matters.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
7
Frequently Asked Questions
What type of pricing plan does NetDocuments offer?
NetDocuments price is estimated to range between $50 and $65/user/month and can be tailored to meet the unique requirements of different businesses. Get in touch with us for a personalized NetDocuments cost plan based on your business’s specific needs!
Who are the typical users of NetDocuments?
NetDocuments is used mainly by law firms and legal departments, with applications also found in technology, financial services, education, and government.
Does NetDocuments offer a mobile app?
Yes, NetDocuments software offers a mobile app for iOS and Android devices.
Does NetDocuments offer an API?
Yes, software provides API access.
What languages does NetDocuments support?
The platform supports multiple languages, including Portuguese, Spanish and English, among others.
What level of support does NetDocuments offer?
NetDocuments offers support via phone, email, ticket system, and a knowledge hub.
What other apps does NetDocuments integrate with?
NetDocuments integrates with third-party tools such as Microsoft 365, DocuSign, Litera, LexisNexis, Bundledocs, LeanLaw, and Clio.