NetDocuments

NetDocuments is a cloud document management system built for law firms and corporate legal departments. Documents and emails are filed to clients and matters, with profiles that hold fields such as document type and author, so lawyers can find work product by matter instead of by folder path.

It handles versions, check-out, ethical walls that block certain people from certain matters, and audit history. Add-ons cover email filing from Outlook, records retention and AI features that summarize and draft from a matter's documents.

Ask how matters and profiles map from your current system, how ethical walls are managed, and where data is hosted. Check the add-ins your lawyers use daily, since adoption depends on filing being easy from Word and Outlook.