The Era of Personal Productivity

Posted by @marriottmurdock on Sep 29, 2014 12:04:00 PM

Is your firm providing approved tools and software for you people to remain productive, mobile, and secure all at the same time? If so, do they like them? Better yet, do they use them?

Every year NetDocuments holds a CIO Forum with some of our customer firms. We do this to get feedback on how to ultimately improve the document management service we’ve been providing for 15 years. It’s always interesting to look back and reflect on the issues our customer firms were facing just a few years ago.

One year (several years ago) I distinctly remember a very intelligent CIO state “There is no way we’ll embrace iPads for anything that’s related to the firm’s work product”. We all know how that turned out.

It was probably the next year that we then began hearing things like, “Help, devices are coming at us from all angles and people are putting content on them! We’re having major leakage, and documents are being stored outside our system”. Looking back, it truly is amazing to notice the velocity of tech-change at our customer firms.

For decades one of the many technology goals at a law firm is to have standardized tools and processes to create an environment that is productive, secure, and scalable. The problem has been that many of the traditional, enterprise-grade systems, are simply not aligned with what many would consider user-friendly or productive tools. The firm-sanctioned technology was actually getting in the way of getting work done. Document Management Systems (DMS) have been major offenders of this – poor interfaces, incompetent searching, complex mobile access, few collaboration tools, and the list goes on.

I recently read a comment by a CIO at a prominent firm say “document management is dead”.

While a bit overdramatic, this individual’s point was that we’re moving out of the era of archaic, bulky, complex tools mandated by IT. The age we now find ourselves in is focused on personal productivity. The era that gives the individual exactly what they need, when they need it, and all in the name of productivity, ease of use, convenience, client service, even individual sanity and happiness. ...

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Have an Idea? We want to Hear It.

Posted by Nick Salas on Sep 29, 2014 9:40:00 AM

One of the greatest advantages of the SaaS model of cloud-based document management is that enhancements and upgrades are done automatically, leaving your organization to focus less on technology concerns and more on getting your job done.  As opposed to clunky, on-premise installations that can be time consuming and costly, cloud installations like NetDocuments are managed and updated by the vendor and available as soon as you log in to your workstation.

And did you know that you can request these enhancements through our new Support Community?  NetDocuments’ Support site includes an IdeaBank where you can request features you would like to see built into the service.  Once you submit an idea, you can track the status to see when it was reviewed, approved, and implemented.  You can discuss your ideas with other NetDocuments users and chat directly with our Support team regarding your inquiries.  Along with the IdeaBank, the new Support site includes:

    • Knowledgebase: The knowledgebase is a full library of tips and tricks, including tutorials and articles written by our experienced support staff.
    • Community Forum: The community forum allows users to ask questions and receive information from support staff and other NetDocuments users.  It is a community designed to collaborate on information related to all aspects of NetDocuments.
    • Submit Support Requests:  Along with our 24x7 phone support, users can submit a request online for technical assistance and have a member of our experienced support staff troubleshoot the issue.
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14.4 Release Webinar - September 26 at 12PM EST

Posted by The NetDocuments Team on Sep 25, 2014 10:18:00 AM

One of the great benefits of a Software-as-a-Service (SaaS) platform is that you’re never on an outdated version of the software. NetDocuments updates its service four times per year, adding new features and functionality to keep your firm productive with the latest in document and email productivity tools.

The next release, dubbed 14.4 (for the fourth release of 2014), is right around the corner on October 2. Don’t miss this Webinar on September 26 as our our product team will go through the details of 14.4 to help you get the most out of this exciting update.


(Can't make it? No problem. Go ahead and register anyway and we'll send you a recording)

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Industry Veteran Wayne Harris Joins NetDocuments as SVP of Global Sales to Drive Growth

Posted by The NetDocuments Team on Sep 25, 2014 4:00:00 AM


Salt Lake City, UT –  September 25, 2014 – NetDocuments, the leader in cloud based document and email management, today announced the appointment of Wayne Harris as Senior Vice  President of Global Sales.  With over 20 years of executive sales management experience, Wayne will lead NetDocuments’ global  sales strategy and partner programs to achieve rapid growth in the legal document management market.   

Matt Duncan, CEO of NetDocuments commented, “We’re thrilled to have Wayne onboard.  He knows the legal document management market as well as anyone, and we’re confident his sales leadership will help take NetDocuments to the next level. It’s truly an exciting  time to see the change from traditional and legacy platforms to a modern service like NetDocuments that focuses on usability, agility and mobility.  Wayne will play a key role in accelerating this shift.”

With over a decade of experience building the sales team at HP Autonomy (previously iManage), Wayne joins NetDocuments only months after a significant growth capital investment from Frontier Capital. “I am thrilled to be joining NetDocuments on the heels of the investment,” Wayne said. “I believe NetDocuments is the future of legal document management and has the experience and technology to once again change the legal technology landscape. I’ve been in this market for over a decade, and the shift to a modern DMS is clearly underway.  I look forward to building a world class sales organization and partner network that will support NetDocuments rapid market adoption”.

Wayne is widely recognized as an industry leader and an inspirational force capable of building world-class teams.   He will bring a disciplined approach to managing and growing NetDocuments’ global sales team as the company becomes the dominant leader in providing a SaaS portfolio of solutions for law firms, corporate legal and government. 

Ready to learn more about NetDocuments leading document management service?


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The Future of Legal Technology Q&A with Neil Davison of Farrer & Co

Posted by The NetDocuments Team on Sep 23, 2014 11:01:00 AM

Five firms sat down in the UK to discuss the future of legal document management. This CIO roundtable event was then summarized and written up in a nice whitepaper available HERE. In addition to the whitepaper write-up, we sat down with Neil Davison, the IT Director at Farrer & Co to discuss NetDocuments and the legal technology landscape. Here is the Q&A with Neil...

Why was it necessary for to you to re-look at your document management environment?

We came to the realization that to move forward as a business our current system wasn’t cutting it. We needed a single repository, an e-file type product that could contain everything and support our way of working. We wanted to move forward and have a more intuitive product that people could work with.

What were you hoping to achieve by going out to the market?

We wanted to ensure that we carried out a comprehensive review. It is so easy to be a lemming and follow the Joneses. We wanted to buy something that could last for ten years, not just two or three years.

Many of the legacy document management products were built 15 to 20 years ago. They were not developed with mobility in mind, working in different locations, working on tablets and being able to share documents with clients. If you take consumerization, these products were not designed with that in mind. IT is changing so quickly and I don’t expect those legacy products to last in the generation of technology that we are in at the moment. ... click read more for the full interview.

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Topics: Case Study

ndBuzz September 2014

Posted by The NetDocuments Team on Sep 21, 2014 1:00:00 PM

NetDocuments Customer Webinar

What to Expect with Release 14.4

Friday September 26, 2014 – 12:00 PM EDT | 9:00 AM PDT

Get ahead and learn what features will be releasing with the NetDocuments 14.4 release scheduled for October 2, 2014.

This webinar is for IT administrators, help-desk, and any tech savvy users interested in preparing for the release. After registering, you will receive a confirmation email containing information about joining the webinar.

If you can't attend the webinar but would like to receive a recorded copy, simply register with the link below and you'll see it in your inbox a couple of days after the event.

Register Now.

ndOffice " Version 1.3 – MS Office 2013 is now supported

NetDocuments ndOffice, the Microsoft Office integration add-in, will be updated directly following the 14.4 release. In addition to many bug fixes, this release includes further development of the opening versions functionality including the options to "make official" a version and adding a version description. Microsoft Office 2010 and now 2013 are supported, as well as recent documents and recent workspace lists are updated concurrently with NetDocuments Web. The updated version will be available in the Downloads & Integrations section of our Support Website in the first part of October, 2014. Watch this short video for an overview of ndOffice.

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Topics: ndBuzz Monthly Newsletter

One More Step to a Paperless Office: NetDocuments and Fujitsu make Scanning Even Easier

Posted by Nick Salas on Sep 19, 2014 11:57:00 AM

Fujitsu’s ScanSnap now allows for direct scanning into the NetDocuments repository. Through the ScanSnap Manager, you will be routed to NetDocuments and prompted to profile the document into a folder or a workspace. This integration is compatible with both wired and wireless ScanSnap scanners.

See what Craig Bayer, NetDocuments certified channel partner, has to say about it here:

And when you get an opportunity to test it out, please leave your feedback HERE.

Scanning is just one component to getting your records management under control. Here’s a quick read on how NetDocuments helps you manage your records with records management tools that come built-in in NetDocuments document and email management service.



Need help navigating document and email management at your firm? Schedule a quick personalized demo with one of our experts HERE.



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Leading Tennessee-based Law Firm, Waller Lansden Dortch & Davis, LLP, Selects NetDocuments to Continue Modernizing Technology Efforts

Posted by The NetDocuments Team on Sep 15, 2014 6:32:00 PM

Press Release

Waller Lansden Dortch & Davis LLP has selected NetDocuments for their document management system as efforts to modernize technology have emerged as a top priority for firm.

Waller, one of Tennessee’s oldest and most established law firms, has selected NetDocuments to replace its existing document management system. Modernizing technology continues to be a priority for Waller, and NetDocuments allows the firm to take its document management to the cloud, simplifying the firm’s complex requirements of security, collaboration and mobility.

Waller serves multiple core industries, requiring the firm to utilize a solution that will meet the needs of not only the attorneys, but also provide exceptional service to clients. NetDocuments’ ability to make attorney/client processes more efficient and secure was a key requirement for Waller as it performed due diligence on multiple vendor options. “As law firms seek to improve their efficiency while engaging more effectively with their clients, NetDocuments appears to understand these needs and provides technologies for attaining them,” said Doug Leins, Director of Information Services at Waller. “NetDocuments solves many of the problems that are inherent in our previous DM system and offers many new features to allow for improved searching, security, reliability, email archiving and collaboration internally and with clients.”

Law firm technology is a vital piece of productivity for attorneys and clients, and Waller joins NetDocuments at a particularly exciting time, as cloud adoption for increased productivity is becoming a standard. “We’re seeing an incredible transition in the legal document management space,” Matt Duncan, CEO of NetDocuments stated. “Legal technology needs at law firms are increasing in order to keep pace with client demands for a service that supports usability, collaboration, and security pressures from their client base. We're thrilled to add Waller to our growing community of valued customers who are embracing a true, modern, cloud-based document management service that was built to address these exact needs.”

For more than a decade, NetDocuments has provided security, collaboration, and mobility to law firms like Waller who have specific document management requirements, including the ability to streamline firm processes in order to provide better experiences for clients and attorneys alike.

About Waller Lansden Dortch & Davis, LLP

With approximately 200 attorneys in Nashville, Tenn., Birmingham, Ala., Austin, Tex., and Memphis, Tenn., Waller is a leading law firm serving the healthcare, financial services, retail and hospitality industries and helping clients navigate a diverse range of complex transactional, regulatory and litigation issues. For more information, please visit

Learn more about NetDocuments modern document management platform

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Proactively Preventing Data Breaches in 3 Simple Steps

Posted by Nick Salas on Sep 11, 2014 3:48:00 PM

Modern Concern
Data security and information intelligence is not a new phenomenon, nor is it one that will be fleeing the concerns of industry any time soon. Target’s data breach of 2013 was a wake-up call for consumers and businesses to take a deeper look into how data is shared and disseminated; this breach cost the corporation $110 million and exposed financial information of up to 100 million people. Undoubtedly, affected consumers made an effort to reanalyze their shopping decisions, and the rest who weren’t directly affected are thinking of ways to make sure it does not happen to them. The best way to prevent data breaches and unwanted intrusions is to be proactive in establishing safeguards that are tried and true methods of prevention. Once a breach has occurred, all business processes and security efforts become hindsight realizations that could have possibly been prevented.

Law firms have a heightened need of security given the sensitive nature of matters that they deal with on a day-to-day basis. Added to this heightened security is the increasing number of breaches that have occurred in law firms recently. In fact, the FBI’s New York office called a meeting in 2011 with the top New York City law firms to address the rising number of attacks in the industry and why it should be a priority to safeguard client data. Law firms are obvious targets for hackers, and the fact that some firms have not utilized current technology to avoid intrusion is alarming and should be noted.


There is no doubt that the weakest link in any law firm is the person sitting behind the computer. An innocent click, an invitation to accept, or an email that looks legitimate can be easily accessed by firm employees and subsequently cause an infection, allowing outside eyes to access all of the firm’s information. When a client discovers that their firm has been breached and personal information compromised, the consequences will be long-reaching, both monetarily and in terms of firm reputation and longevity. Luckily, there are some important activities that a firm can participate in to ensure safeguards in place that will protect their client’s information:

  1. Perform extensive due diligence on vendor technology: Most firms rely on outside technology vendors for case management, time and billing, document management, and other programs for information organization.  These vendors need to be vetted and validated, ensuring they have taken the correct measures to protect the firm’s data.  A vendor should be able to provide documentation and case studies that prove their technology will protect beyond what the firm could do without a specialized vendor.

  2. Establish employee policy protocols: Attorneys need to be aware of the threats that will cause harm to their firm.  Education, training, and security awareness programs, coupled with constant vigilance are key aspects in ensuring a law firm’s security.   A firm administrator, with guidance from IT and security professionals, should establish some simple rules and guidelines for what is allowed and what is not in terms of technology use.

  3. Monitor trends in technology that affect security:  New threats are formed daily, and as technology evolves, so should a law firm and so should the technology.  As firms educate themselves on all possible security scenarios, they will be better equipped to circumvent potential damage.

One central thread remains constant when it comes to law firm security: If a firm is breached, there will be consequences. These consequences range from negative public image to legal action. Additionally, downtime in a firm to resolve instances of security breaches will result in lost revenue. There is an assumption in law firms that client representation will remain confidential, but this assumption needs to be explicitly stated and reinforced through strong security measures to avoid the ugly, unwanted consequences of data intrusions.


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Topics: Cloud Security, Law Firm Security

EIM International Joins NetDocuments’ Channel Partner Program

Posted by The NetDocuments Team on Sep 9, 2014 10:48:00 AM

 Original Release

We've announced a partnership with EIM International, a leading provider of knowledge and content management solutions. This technology partnership will extend NetDocuments’ sales and implementation efforts, combining NetDocuments’ power and simplicity with the experience and resources of EIM International.

NetDocuments just announced this week a $25M capital investment to rapidly build on a successful strategy to increase market share in the legal industry, and building relationships with key legal technology partners such as EIM will aid NetDocuments in capturing market share and increasing adoption rates.

EIM International has been at the forefront of enterprise information management since 1994, and their ability to support, train, and implement NetDocuments will be a beneficial decision for law firms and other organizations that are looking for a technology partner with the wide breadth of resources and knowledge that EIM has to offer.

“With the high level of growth that NetDocuments is currently experiencing, we will need to rely more and more on our partners in our plans to expand our sales and implementation efforts,” said Marriott Murdock, Director of Marketing at NetDocuments. “We are thrilled to have EIM join our partner program, as they now have the ability to leverage their knowledge in the legal market by offering their clients a web-based document management solution that is secure, compliant and used by nearly 10% of the Am Law 100.”

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Cloud-Based Document Management for the Modern Practice

... and other technology insights

For over a decade NetDocuments has provided firms of all sizes the leading document and email management service. We've learned a lot over the years and hope to share some of the market and technology insights with you right here.

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