NetDocuments Solutions
Practical, security-first solutions built around NetDocuments
We design secure legal workflows around NetDocuments as the system of record.
Why NetDocuments is the foundation.
NetDocuments is increasingly the backbone of legal content, collaboration, and workflow. As firms adopt automation and AI, the importance of keeping work product anchored in governed systems of record only increases.
We design solutions that respect this reality ensuring documents, metadata, permissions, and auditability remain intact, even as workflows extend across tools and teams.
Our approach prioritizes durability, security, and long-term operability over quick wins or disconnected pilots.
How we work with NetDocuments environments.
We don’t treat NetDocuments as a standalone tool. We work with it as part of a broader legal ecosystem that often includes Microsoft 365, Teams, intake platforms, time and billing systems, and reporting tools.
Our work typically involves:
▪️ Designing workflows that originate and resolve within NetDocuments
▪️ Structuring metadata and workspaces for consistency and reuse
▪️ Integrating surrounding systems without duplicating or exposing content
▪️ Supporting AI enablement inside governed processes
Solutions are shaped by how your firm actually works not by templates or one-size-fits-all implementations.
Common NetDocuments solutions we support.
These are representative examples, not a fixed menu. We tailor each engagement to your firm’s workflows, governance requirements, and existing systems designing solutions that fit how you actually work, not predefined packages.
Workflow & Matter Automation
Design workflows that reflect real legal processes from intake and matter setup through collaboration, filing, and close-out. Anchored in NetDocuments as the system of record.
Workspace & Metadata Design
Create consistent workspace structures and metadata standards that improve findability, reuse, reporting, and downstream automation.
Email & Document Organization
Reduce manual filing and inconsistency by aligning filing behavior, automation, and standards across teams.
Secure Integrations
Safely connect NetDocuments with Microsoft 365, Teams, intake tools, and time and billing systems to support end-to-end workflows without breaking governance.
AI Enablement Within Guardrails
Introduce AI capabilities where they add value with permissions, auditability, and data boundaries defined from the start.
Operational Visibility & Reporting
Enable insight into workflows, matters, and usage patterns to support Legal Ops initiatives and continuous improvement.
These examples reflect common NetDocuments-focused challenges we see across firms.
See how these NetDocuments-based solutions work in practice.
Security and governance remain foundational.
Every NetDocuments solution we design assumes a governed legal environment. Security is embedded in workflow design, integration decisions, and AI enablement not layered on after the fact.
Permissions, audit trails, data retention, and system boundaries are considered from day one, ensuring solutions scale responsibly and hold up under scrutiny.
The result is faster-moving work without compromising security, governance, compliance, or trust.
Not sure where to start?
We begin by understanding your NetDocuments environment and priorities.
We make things that work better and last longer. Our products solve real problems with clean design and honest materials.