Cloud Blog

Karen Tindel Joins NetDocuments as the Legal Market Accelerates Adoption of Cloud-Based Document Management

NetDocuments, the leading Software-as-a-Service (SaaS) content management service provider, announced today that Karen Tindel has joined the company as a Senior Account Manager.

Karen joins NetDocuments with more than fourteen years of business development and account management experience in the IT industry with nine of those years in the legal market.  Karen’s expertise in developing and strengthening relationships with clients will be utilized in her new role at NetDocuments as Senior Account Manager. Her energy and enthusiasm for understanding her clients’ unique needs consistently results in well-designed, customized technology solutions and lasting relationships with satisfied customers.  Karen’s customer focus is evident in the attention devoted to understanding the specific goals of each project and delivering technology solutions specifically targeted to meet those goals.

“We’re seeing an incredible acceleration and adoption in the market as firms move from on-premise, server based document management systems to our cloud-based platform. We’re expanding in all areas to meet the demand, and we’re extremely happy that Karen has joined our Senior Account Management team,” Ken Duncan, CEO, stated. “Karen brings an incredible reputation and skillset that will help us continue to grow and provide the best possible service and solution to our customers.”

Prior to joining NetDocuments, Karen worked for nine years at Traveling Coaches as a Senior Account Executive helping law firms achieve their technology goals.  Prior to her time at Traveling Coaches, she worked at Educational Technology Services, where she was involved in training, consulting, and working with educational entities to accomplish their IT solutions.

Karen holds a Bachelor of Arts degree in Business Administration with a concentration in Marketing from the University of North Texas.  She also attained her Secondary Teaching Certification in Business Composite at the University of North Texas.

 

Training from a Certified Trainer is Money Well Spent

You may not be aware, but NetDocuments has an ecosystem of certified trainers, consultants and technology experts. Our customer firms continually look to these certified partners to get the most value out of the NetDocuments service, and with four updates released per year, new features and functionality are hitting your people’s desk on a quarterly basis. Turn to our certified partners and they’ll keep you and your team up to speed.

Now and again we like to highlight some of our partners. Below is an excerpt from a recent post Craig Huggart, a legal trainer and certified NetDocuments partner, wrote. Feel free to reach out to Craig about any training needs you may have http://alawfirmtrainer.squarespace.com/contact/

 

Get Your Money’s Worth from Your Technology Training with this One Strategy

Let’s face it, good training costs good money. Another reality is that often money spent on training doesn’t yield results. In over a decade of experience, the most effective strategy I’ve encountered for maximizing training dollars is found in the quote:

“Need-to-Know, Nice-to-Know, Where-to-Go” – Bob Pike of The Bob Pike Group

The Problem

Most training is designed with input from three groups. The budget watchers want the training to cost as little as possible in terms of time, energy, and money. The productivity pundits want as much as possible taught so that people get the most out of the technology. The enthusiasts just love technology and want to show everyone how cool it is. The result is that an average training session has way too much content and way too little time to properly cover it.

Read the full post for the The Solution

 

New Microsoft Office Integrations with ndOffice™

NetDocuments has reengineered native Microsoft Office integrations to function entirely inside the Office applications, including the streaming versions of Office 365 Web Apps. Metadata tagging (profiling), file open, file save and folder and workspace navigation are all now available directly within the Office application.

“NetDocuments ndOffice brings document management inside Word, Excel, and Power Point to offer end users an integrated and seamless experience while working with NetDocuments,” said Leonard Johnson, vice president of marketing and product management at NetDocuments. “With no more switching back and forth between these applications and the browser, users can now manage versions, apply profile and security templates, open recent documents and perform global searches all within the Microsoft Office user interface.”

One of the critical challenges for document management is the consciousness users must have in proactively checking in documents to the online repository. NetDocuments ndOffice eliminates this action by automatically routing every save – not just after the final document close – into NetDocuments’ service. “This is an unprecedented convenience where a local application can save documents directly to our cloud-based service,” added Johnson. Call or email to learn more 1-866-638-3627 info@netdocuments.com

Mike Green and Paul Phillips from Nixon Peabody LLP Talking on Legal Technology and the Decision to Move to NetDocuments

NetDocuments Announces ndOffice™ and ndConnect™ to Embed Cloud-Based Document Management in MS Office, and Integrate with SkyDrive and Dropbox

NetDocuments brings document management directly into MS Office applications and integrates the enterprise content management service with Dropbox and SkyDrive

Lehi, UT. January 22, 2014 — NetDocuments, the leader in cloud-based document and email management, announced the development of two new technologies – ndOffice and ndConnect – to enhance the user experience in NetDocuments’ cloud-computing content management and collaboration service. The technologies embed core document management functions directly into Microsoft Office, Office 365, SkyDrive and Dropbox, bringing deeper integrations and increased functionality with these industry-standard desktop and web applications to NetDocuments’ service.

ndOffice: NetDocuments has reengineered native Microsoft Office integrations to function entirely inside the Office applications, including the streaming versions of Office 365 Web Apps. Metadata tagging (profiling), file open, file save and folder and workspace navigation are all now available directly within the Office application.

“NetDocuments ndOffice brings document management inside Word, Excel, and Power Point to offer end users an integrated and seamless experience while working with NetDocuments,” said Leonard Johnson, vice president of marketing and product management at NetDocuments. “With no more switching back and forth between these applications and the browser, users can now manage versions, apply profile and security templates, open recent documents and perform global searches all within the Microsoft Office user interface.”

One of the critical challenges for document management is the consciousness users must have in proactively checking in documents to the online repository. NetDocuments ndOffice eliminates this action by automatically routing every save – not just after the final document close – into NetDocuments’ service. “This is an unprecedented convenience where a local application can save documents directly to our cloud-based service,” added Johnson.

ndConnect: Offers the ability to easily synchronize content from Dropbox and SkyDrive directly to folders in the NetDocuments enterprise repository. This allows users to continue using these familiar applications, while enterprise compliance and IT departments gain the peace of mind knowing data is secure and accounted for as part of the overall information governance strategy.

“NetDocuments’ professional users, such attorneys and financial advisors, are often asked by their clients to access documents created in popular storage services such as Dropbox and SkyDrive. Unfortunately, they cannot consistently collaborate on these platforms because of compliance and governance reasons,” noted Johnson. “With ndConnect, users can control the permissible flow of documents in and out of NetDocuments with the required enterprise-grade security and compliance.”

ndOffice is slotted for release to the public in mid April. For more information contact info@netdocuments.com

Leading London Law Firm Farrer & Co Selects NetDocuments for Electronic File System

LONDON, UK – NetDocuments, a leading EU-based document and email management service provider, announced today that Farrer & Co LLP (www.farrer.co.uk) has selected NetDocuments as its new document management system (DMS).

In mid-2013, Farrer & Co embarked on a search to find a supplier to provide a single repository for electronic client files.  Farrer & Co closely evaluated six potential solutions before selecting NetDocuments.  According to Neil Davison, “NetDocuments stood out in a several key areas, including client collaboration capabilities, mobility, and improved product usability.”  Davison continues, “The project board determined that NetDocuments’ intuitive browser-based system provides a significantly improved user interface and representation of a matter file compared to the traditional Document Management systems.”

As a natively web-based solution, NetDocuments will significantly enhance Farrer & Co’s mobility and remote-working capabilities. “With today’s mobile and flexible working requirements, easy access to the complete matter file anytime, anywhere, and on any device is crucial” said Davison.

Farrer & Co performed extensive due diligence on NetDocuments and determined that the level of security and confidentiality offered by NetDocuments was higher than they could achieve on their own.  The NetDocuments service is hosted in two ISO 27001 certified UK-based data centres, all data is encrypted both at rest and in transit, and Farrer & Co will at all times have an onsite backup of all its data.

About Farrer & Co

Farrer & Co is an independent law firm with a rich history. A centuries-long tradition of advising private families, individuals and charitable institutions is today complemented by our work with businesses and entrepreneurs, from asset managers and sports bodies to media groups.

 

NetDocuments 14.1 Release Tour

NetDocuments 14.1 is here! Check out the video for a quick tour of the latest release, then scroll down for an overview of some of the exciting new features 14.1 has to offer.

 

 

Document & Email Preview Pane

Built-in Document and Email Preview

Previewing a document or email has never been easier. NetDocuments now allows you to see the contents of a document or an email in a preview pane on the right. The preview pane can be easily toggled to the Details view or back to Preview. Being able to see the contents of email without opening the file will save time and allow you to quickly browse through a list quickly.

Redesign of List View

List View Revamped

We’ve incorporated a columnar format for all list views (e.g. recent documents, search results, etc.) allowing individual users to set the default display for metadata relating to a document. Taking it a step further, email list views will allow for an entirely different display than documents, enabling a sent from, or sent to field to be visible and sortable in the column. Email is different than documents and now the interface will allow the user to tailor what information is displayed.

Federated Identity

Federated Identity

We’ve enhanced the level of integration with Microsoft Directory Services to manage user accounts and user group permissions in Active Directory as well as Microsoft Azure Directory Services. For more information Click Here.

Login Page

A New Face for the Browser Login Page

After the 14.1 update you’ll notice a new login page and an enhanced “Login Assistance” page. We’ve redesigned this to keep you more informed about important announcements as well as help users who are having trouble accessing their account.

Want to learn more about how to prepare for the 14.1 changes?
Click here for more details about the 14.1 Release.

NetDocuments + Clio: Taking document management and practice management to the next level via integration

Clio and NetDocuments have partnered to offer secure, cloud-based document management and collaboration embedded in the Clio practice management platform. NetDocuments leading document management service has been helping law firms of all sizes streamline technology and increase productivity since 1999 – and now have made it available as an integrated solution with Clio, the leading cloud-based practice management service.

Law firms can take full advantage of the integration to:

Upload documents to NetDocuments and associate them with matters in Clio. Use their favorite programs to create, open and save documents directly to NetDocuments from within Word, Excel, PowerPoint, Outlook, Adobe and Wordperfect, as well as perform powerful full-text searches of documents and emails

Seamless Matter-Centric Integration

With NetDocuments embedded directly within Clio’s practice management platform, documents and emails are stored in NetDocuments secure datacenters and delivered dynamically directly to the corresponding matter in the Clio interface. Open, edit, create versions and share documents without ever needing to leave the practice management dashboard.

Built-In Security & Disaster Recovery

NetDocuments utilizes two fully redundant datacenters, hosted by Lexis Nexis, so disaster recovery and business continuity are simply built-in. You’ll also have peace of mind knowing the firm’s documents and emails are fully encrypted both in transit and at rest with SSL and AES-256 encryption, on top of SOC 2 (SAS 70 TYPE II) certifications.

Mobility

As web-based applications, NetDocuments and Clio allow anytime, anywhere, and any device access. Work with your documents and access client information from any computer or internet enabled device from anywhere in the world. Do even more with the native iPad app, which allows documents to be placed in an offline mode or opened for editing with third-party applications – all while keeping them secure and organized inside the document management system.

Collaboration

Eliminate the need to email documents back and forth. With NetDocuments, you can collaborate with matter-centric workspaces, custom metadata tags, threaded discussions, full versioning, direct document links, and automatic document alerts. Collaborate outside of the firm with clients using NetDocuments ShareSpaces or the Document Delivery feature.

See how the power and simplicity of document management integrated with practice management will reduce costs, save time, and increase your firm’s productivity.

Schedule your one-on-one demo of NetDocuments now.

If you prefer, try NetDocuments for free for 30 days.

Workshare and NetDocuments Webinar – September 18th

For years you’ve enjoyed integrations with some of the leading legal and financial services technologies… well, one of them just got even better.

Workshare’s industry leading document comparison tool is now seamlessly embedded in the Workshare interface and MS Office applications with the release of the Professional 8 edition. You can now initiate a document or version comparison right from within the Workshare application, saving time and increasing efficiency as you no longer need to navigate the NetDocuments repository from the browser window.

Join us on Wednesday, September 18th at 9:00AM EST and 12:30 EST for a live Webinar on how the new Professional 8 integration with NetDocuments will help you simplify your document comparison process to get more done in less time.

Register HERE.

 

#ILTA13 HERE WE COME!

ILTA is right around the corner! Don’t miss these sessions on document security and how NetDocuments productivity suite and roadmap for Office365 will take your practice to the next level.

DAILY GIVEAWAYS IN BOOTH 605 – 607 AT 10:30 AND 2:40!

Come drop your business card and show up during the exhibit hall breaks at 10:30 and 2:40 where we’ll be giving away iPad Mini’s and loads of $100 Visa giftcards!

Vendor Demo Room Session – NetDocuments – Document Security in the Cloud

Description:
Is your data safe? Come learn from Alvin Tedjamulia, CTO and industry expert, about how to increase your firm’s security, compliance and redundancy for documents, emails and data. Cloud computing is rapidly changing the legal technology space, presenting opportunities for firms to implement technology that will increase efficiency and security, ultimately differentiating your practice and improving the level of service delivered to your clients.
Date/Time:
8/20/2013 9:00 a.m.
Location:
Genoa Conference Room

Vendor Demo Room Session – NetDocuments Roadmap and Microsoft Office 365

Description:
Join Leonard Johnson, VP Marketing and Product Management, as he demonstrates and shares the uniquely qualified position NetDocuments has with Microsoft Office 365. Microsoft Office 365 is becoming ever more appealing to firms as its offerings are truly aligning itself with Cloud services, a subscription model, and access to content from anywhere. See a live demonstration of new features and enhancements, including ndOffice, the next generation of Office integrations, editing online using Office apps, as well as the newly developed SkyDrive and Dropbox synchronization.
Date/Time:
8/21/2013 9:00 a.m.
Location:
Genoa Conference Room