Use Cases
Practical examples of workflow automation and secure AI in legal environments.
These examples reflect common challenges we see in governed NetDocuments environments. Each engagement is tailored to a firm’s workflows, systems, and risk profile, illustrating how we apply our approach in practice, not a fixed package or prescriptive solution.
Matter intake and setup without manual rework.
The challenge
Matter intake often happens outside NetDocuments, leading to inconsistent workspace setup, manual re-entry, and downstream filing issues.
Our approach
Design intake workflows that initiate and structure matters directly within NetDocuments, applying consistent metadata, permissions, and folder standards from the start.
The result
Faster, more consistent matter setup without sacrificing governance or control.
Email and document filing that actually sticks.
The challenge
Manual filing leads to inconsistency, lost documents, and uneven adoption across teams.
Our approach
Align filing workflows, automation, and standards so documents and emails are captured reliably within NetDocuments, without forcing disruptive behavior changes.
The result
Cleaner workspaces, improved findability, and filing practices that hold up over time.
Secure AI enablement inside governed workflows.
The challenge
Firms want to use AI, but unmanaged pilots risk exposing sensitive content or bypassing systems of record.
Our approach
Enable AI within controlled NetDocuments-based workflows, with permissions, auditability, and data boundaries defined from day one.
The result
Practical AI adoption that enhances productivity without introducing new risk.
Operational visibility across matters and workflows.
The challenge
Leadership lacks visibility into how work actually moves, where bottlenecks form, and where standards break down.
Our approach
Design reporting and visibility around trusted NetDocuments data, reflecting real workflow activity rather than vanity metrics.
The result
Clearer insight into operations, supporting informed decisions and continuous improvement.
Reducing administrative friction without forcing change.
The challenge
Previous automation initiatives failed because they required people to work differently overnight.
Our approach
Design workflows that fit existing habits while quietly removing manual steps, duplicative work, and unnecessary handoffs.
The result
Adoption that feels natural and improvements that last.