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OREM, UTAH – February 23, 2010 – NetDocuments, the leading Software-as-a-Service (SaaS) content management service provider announced today that Traveling Coaches has become a NetDocuments Certified Training Organization and a NetDocuments Channel Partner.
Since its inception, Traveling Coaches has worked with law firms and corporate legal departments to develop and implement content management systems. The decision to partner with NetDocuments is a result of the increasing demand by Traveling Coaches’ customers for SaaS solutions which simplify the deployment and maintenance of a content management system.
“With the growing mid-to-large law firm customer base, NetDocuments has had to expand its professional services resources by partnering with prestigious organizations such as Traveling Coaches,” said Ken Duncan, CEO at NetDocuments. “Traveling Coaches had several people complete our certification program and we appreciate their enthusiasm and professionalism as they embrace a new breed in SaaS content management.”
“We are thrilled to work with NetDocuments” said Gina Buser, Traveling Coaches CEO and co-founder. “The unique SaaS offering of a full-featured content management system is consistent with industry trends and scales for firms of all sizes”.
The NetDocuments SaaS model services law firms of all sizes and after twelve years in operation, it has the sophistication of powerful discovery-type searching, two-factor authentication, ethical wall security, email and digital records management, and built-in business continuity with two redundant world-class data centers required for any prestigious national or international law firm.
About NetDocuments
NetDocuments is leading the industry trend for On Demand document management and collaboration services. Organizations of all sizes can save tens to hundreds of thousands of dollars by eliminating the hardware, system and client software, and ongoing administration of a legacy client-server technology model. With the NetDocuments patented service simply “turned on,” business professionals can immediately begin storing, managing and sharing documents throughout the world and on any Internet-connected service device. Founded in 1998 and based in Orem, Utah, NetDocuments has over 90,000 users in over 144 countries. For more information about the company and management, go to www.netdocuments.com.
About Traveling Coaches
Traveling Coaches (www.travelingcoaches.com) is the unrivaled authority on user adoption of technology. More than a training company, Traveling Coaches’ comprehensive solutions ensure increased productivity and reduced support cost for the legal industry’s mission critical processes: document production and management. Since 1995, over 650 law firms and corporate legal departments, including the majority of the Am Law 100, have partnered with Traveling Coaches to increase the return on their technology investments. From consulting to application integration, coaching to curriculum, skills assessment to learning management, Traveling Coaches is the common denominator of successful technology initiatives.
Post Authored by Leonard Johnson, VP Marketing, NetDocuments
Leonard Johnson and Marc Duncan attended T3 Conference in La Jolla, California this past week on February 17th to the 20th. We not only enjoyed beautiful, warm weather at the Hilton La Jolla Hotel adjacent to the world-class Torrey Pines Golf Course, but more importantly we enjoyed visiting with many of our customers and consultants of this prestigious financial investment advisory industry. Marc works closely with our customers and prospective customers in this industry and he stated, “it was like a family reunion.” We have wonderful customers who are great to work with and we greatly appreciate their business.
 Torrey Pines Golf Course NetDocuments provides an easy-to-use document management that provides these firms with business continuity, client-centric document organization, SEC/FINRA compliance, and client sharing. We also provide a market-leading Salesforce integration and as firms move that that CRM, they all migrate to NetDocuments for their document management.
Leonard presented in two panels, one on document management and the other on client portals. There were about 40 in attendance to each one. The document management panel was interesting as we were positioned along with two other companies that were legacy, server-based DM and one other SaaS DM. It was clear by the questions and the follow up with people that this market knows that the industry trend is clearly moving to SaaS, cloud-computing based applications. We had a significant interest following both of these sessions.
I would like to share a few observations regarding this market and potential trends that would be interesting. There are too many vendors, e.g. portfolio planning or analysis software, trying to provide a “one solution fits all” approach, attempting to offer everything and the kitchen sink…which only confuses the customer and provides less than best-of-breed in each solution. Client portals are one of these solutions that everyone tries to offer. Document archiving is another area that applies in some cases.
Additionally, there have been worthwhile attempts, e.g. YourSilverBullet, that has brought vendors together under the guise that they will “technically integrate” with one another and provide customer solutions. But in speaking with their representatives, they acknowledge that their standards (two years in the making) remain elusive (i.e. years away from being defined) and that the underlying focus of this group appears to be co-marketing and leveraging their membership for joint marketing activities and gaining discounts on events and advertising. I am concerned they are ignoring the market needs and what the customer wants.
When speaking with Bruce Moulton, creator of the XLR8 overlay for Salesforce, owner of consulting firm Moulton Strategic Partners and Director of Operations for Tolleson Wealth Management, he defined four essential applications needed in every RIA firm: 1)portfolio management software, 2) financial planning software, 3) Contact Relationship Management (CRM) and 4) document management (along with backend email archiving for compliance purposes), and every firm should have the choice of best in breed products/services. This makes sense to me. The advisor interface throughout the day is typically their CRM. Document management should not be offered by the CRM provider but should tightly integrate, and the same for any financial planning software.
Bruce feels that a client portal is a logical extension of a document management solution, since it can take advantage of the full document collaboration, permissioning, security, etc., yet not force the firm into maintaining multiple copies of the same document in disparate systems.
I was quite intrigued during the client portal session when one person in the front row stated that “Mint.com” should be the front-end client portal to the client. Now that’s a fresh approach (no pun intended). I really appreciated that comment as I tend to agree.
Here’s why? Wouldn’t it be amazing if NetDocuments integrated with Mint.com (now owned by Intuit) whereby the client or person not only managed their banking accounts and personal financial information with Mint.com, a free service by the way and thus can capture wide adoption, but had the investment statements sent directly there as well (as they now do), and there was a tab or integrated, single-sign on page within Mint.com to access the investment advisors work and documents being shared by him/her, i.e. NetDocuments client portal embedded within Mint.com. NetDocuments would and should be embedded within the advisors CRM (which we do today with Salesforce.com and in future with Redtail.com), and NetDocuments should be accessible and embedded within the client’s Mint.com.as the portal or secure link from advisor to client. Mint.com truly becomes a client portal to his/her financial world. Communication by the advisor would be direct with the client via the related document and collaborative portal (NetDocuments) provided by the advisor but linked to Mint.com for a single client portal. The accountant and the lawyer who works with the same client could also share via the netdocuments portal-all secured and all compliant across industry regulatory boards.
Interesting…. any thoughts?
OREM, UTAH – February 23, 2010 – NetDocuments, the leading Software-as-a-Service (SaaS) content management service provider, announced today it has been named to KMWorld’s 100 Companies that Matter in Knowledge Management for 2010.
KMWorld informs more than 45,000 subscribers about solutions for improving business performance and has been publishing its “100 Companies That Matter…” list since 2000, focusing on companies that “small and large, embrace a spirit of innovation and adaptability.” The list is compiled annually by KM practitioners, theorists, analysts, vendors and their customers and colleagues.
“In today’s knowledge economy, NetDocuments does more than simply throw sophisticated technology at its customers, it provides real solutions through inspired planning and execution throughout the entire constituency chain,” says Hugh McKellar KMWorld editor in chief.
“We appreciate the recognition by KMWorld and being associated with other prestigious companies in this industry,” said Ken Duncan, CEO at NetDocuments. “We have been fortunate to have had an early lead with over twelve years experience in providing leading SaaS-based content management to businesses of all sizes.”
OREM, UTAH – February 17, 2010 – NetDocuments, the leading Software-as-a-Service (SaaS) content management service provider, announced today it has completed the SAS 70 Type I audit, and it has also completed the Truste EU Safe Harbor Certification, acknowledging that NetDocuments delivers its SaaS content management service and its web site in accordance with these standards.
The SAS 70 standard (Statement on Auditing Standards No.70) was developed by the American Institute of Certified Public Accountants (AICPA), and is an internationally recognized auditing standard. SAS 70 designation represents that the AICPA or its designees have conducted a rigorous audit of the NetDocuments controls and safeguards over its information technology and all related processes.
SAS 70 Type I audit describes the company’s internal controls at a point in time and assesses whether they were suitably described to achieve control objectives. In six month’s time, NetDocuments will complete the SAS 70 Type II audit demonstrating the operational effectiveness of its controls over a period of time, and then maintain it year after year.
The TRUSTe EU Safe Harbor Seal communicates that a Web site has committed to protecting the privacy of EU visitors through compliance with the EU-US Safe Harbor Framework and participation in TRUSTe’s Watchdog Consumer Dispute Resolution service. The EU-US Safe Harbor Framework was developed by the U.S. Department of Commerce in concert with the European Commission to provide a framework by which US companies may comply with EU privacy directives protecting the personal information of European citizens.
“It’s absolutely essential for NetDocuments’ customers to have confidence in their hosted services provider and ensure we have effective controls, standards and infrastructure in place to comprehensively protect their data,” said Ken Duncan, CEO at NetDocuments. “We are committed to do everything we can to service our customers with the highest standards.”
OREM, UTAH – February 8, 2010 – NetDocuments, the leading Software-as-a-Service (SaaS) content management service provider announced today that the national law firm Nelson Mullins Riley & Scarborough LLP, with over 400 attorneys, has selected NetDocuments as its new document management service across its twelve offices.
Nelson Mullin’s conversion to SaaS-based NetDocuments liberates the firm and its IT team from the need to continue managing and maintaining server hardware and desktop software across its offices, resulting in more focused face time with users. NetDocuments also blends collaboration, and document, email and records management into a single, globally-accessible repository, as well as superior searching from what they had before.
“After 15 years of using the same document management platform, we feel we have the same old technology we purchased 15 years ago, even though we have gone through several expensive upgrades,” said David Worth, CIO, Nelson Mullins. “A move to NetDocuments gives us an instant boost in technology with a TCO reduction.”
The NetDocuments SaaS model services law firms of all sizes and after ten years in operation, it has the sophistication of powerful searching, two-factor authentication, ethical wall security, email and digital records management, and built-in business continuity with two redundant world-class data centers required for any prestigious national or international law firm.
“NetDocuments is pleased to welcome the Nelson Mullins firm and its nearly 1,000 users to our SaaS-based, leading next generation of document management and collaboration,” said Ken Duncan, CEO at NetDocuments. Ken went on to say, “David Worth, the firm’s long-time and progressive CIO, has been watching NetDocuments for years and is now excited to deploy the service throughout the firm’s many offices. NetDocuments is delighted to be attracting larger firms and we are particularly pleased to provide our SaaS DMS to such a prestigious firm as Nelson Mullins.”
About NetDocuments
NetDocuments is leading the industry trend for On Demand document management and collaboration services. Organizations of all sizes can save tens to hundreds of thousands of dollars by eliminating the hardware, system and client software, and ongoing administration of a legacy client-server technology model. With the NetDocuments patented service simply “turned on,” business professionals can immediately begin storing, managing and sharing documents throughout the world and on any Internet-connected service device. Founded in 1998 and based in Orem, Utah, NetDocuments has 90,000 users in over 144 countries. For more information about the company and management, go to www.netdocuments.com.
About Nelson Mullins Riley & Scarborough LLP
Established in 1897, Nelson Mullins has more than 400 attorneys and government relations professionals practicing from offices in Atlanta, Boston, Tallahassee, West Virginia, Washington, D.C., and throughout the Carolinas. For more information on the Firm, go to www.nelsonmullins.com , or call 803.255.9794.
All product and company names herein may be trademarks of their registered owners
This post was authored by Danny Johnson of the NetDocuments sales and marketing group.
The Fourth Amendment in the Bill of Rights protects against unreasonable searches and seizures and is a vital part of the United States Constitution. As data stored in the cloud continues to proliferate, the debate on how this law relates to the security of this data will become increasingly important.
Recently, a very in depth analysis on this topic was released in the June 2009 edition of the Minnesota Law Review titled, “Defogging the Cloud: Applying Fourth Amendment Principles to Evolving Privacy Expectations in Cloud Computing.” The article discusses how the fourth amendment relates to data stored in the cloud.  The article was written by David Couillard, who is in his final year at Minnesota Law School.
The Law Review article was brought to my attention by James Urquhart, who writes on cloud computing for CNET.com. Urquhart breaks down the law review article and provides a clear path for how the law should treat data stored in the clouds in an article titled “Does the Fourth Amendment Cover the ‘Cloud’”?
Urquhart sums up the discussion very nicely and lays a solid framework as to how this issue could be approached:
“Coulliard wraps up with a suggested framework for applying the Fourth Amendment to “the cloud” that is very much in line with my own thinking. Treat digital assets on third-party sites not as transactions (like phone numbers dialed), but in the same way you would treat physical assets kept in an apartment or storage locker:
‘[T]he service provider has a copy of the keys to a user’s cloud “storage unit,” much like a landlord or storage locker owner has keys to a tenant’s space, a bank has the keys to a safe deposit box, and a postal carrier has the keys to a mailbox. Yet that does not give law enforcement the authority to use those third parties as a means to enter a private space.
The same rationale should apply to the cloud. In some circumstances, such as search engine queries, the third party is clearly an interested party to the communication. But when content data, passwords, or URLs are maintained by a service provider in a relationship more akin to that of landlord-tenant, such as private Google accounts, any such data that the provider is not directly interested in should not be understood to be open to search via consent or a waiver of Fourth Amendment protection.’
Amen, Mr. Coulliard. Personally, I hope the courts note this framework, and begin applying it to Fourth Amendment cases arising from Internet-based computing immediately. Furthermore, I call for Congress to explicitly codify a similar framework with laws that clearly and unequivocally state the rights of users with respect to their data in the cloud.”
I would recommend reading the entire Urquhart article to fully understand the implications and possible approaches to addressing the issue of cloud data and the fourth amendment.
This post originally appeared as a TechnoRelease in the TechnoLawyer newsletter. Post authored by Leonard Johnson, VP of Marketing at NetDocuments.
At this time every year we find ourselves contemplating our shortcomings and using the New Year as an excuse to change our ways and better our lives. Everyone is sending out resolutions lists, so instead of shooting for the stars, test out these five simple and easy-to-do tips for enhancing your law practice and client relationships for 2010.
ENGAGE CLIENTS MORE IN THE SHARING OF DOCUMENTS
Social media technologies have built up steam recently for a reason; people want to participate and converse. So do your clients. Look for ways to involve your clients and there is no simpler way than to set up a extranet where you can provide them a place on the web to exchange documents securely, involve others on the case, and show your technology leadership to solve problems.
KITCHEN SINK ON THE CLOUD
Will desktop applications and computing become a thing of the past? While not completely, 2010 looks like the year that law firms of all sizes will truly embrace applications that exist online only. Hosted email, hosted practice management, such as Advologix, and hosted document management will give you a complete office on the web.
WORK MORE AT HOME AFTER DINNER
No, you don’t have to go back to the office. You can work from anywhere so easily these days compared to what it used to be like. Place your documents online with NetDocuments and make sure your bandwidth at home is good. Have dinner, spend time with people you love, and when the rest of them settle into their evenings, you can do that extra stuff you were thinking you’d do if you went back to the office.
PROTECT YOUR FIRM’S INTELLECTUAL ASSETS
When a lawyer is producing client documents, aren’t these documents the life blood of your business? Shouldn’t they be protected, accessible and managed? It is a given that every law firm should be backing up electronic data regularly,every day, if at all possible and storing backup data files offsite, preferably in another location. But remembering those backup disks is a hassle. NetDocuments does this for you transparently by simply using its service as it is hosted at LexisNexis’ world-class data center, plus a fully-redundant data center in a national bank vault. For the cost of a meal a month, you get the same technologies that the large firms have.
DEPLOY A WEB-HOSTED AND MATTER-CENTRIC DOCUMENT MANAGEMENT
Never before has the same functionality that large law firms enjoy become available to solo’s and small law firms than now. Get rid of the techie hat and the associated windows directory techie environment, and instead be client and matter-centric with a centralized, anywhere, anytime access, document and email management service. The ethical duties of lawyers to their clients are paramount, and one of the most important is the responsibility to protect and preserve client property. That is what a web-hosted document management offers.
CHECK OFF THESE GOALS IN LESS THAN 60 SECONDS
Sign up for a free, no obligation 30 day test drive that takes just 60 seconds and you can check off all these goals above in one swoop! What a way to start off a new year! And, if you like it, simply turn your test drive into a live account for $30 a month/user or less and off you go.
Get a service that innovates, continually improves and scales as you grow. The NetDocuments team has over 20+ years of expertise with law firms and is today’s SaaS leader in content management. NetDocuments is used by law firms of all sizes thanks to its per-user pricing, scalability, and Web-based benefits.
Post authored by Danny Johnson of the NetDocuments Sales and Marketing Team
It is hard to believe that 2009 is coming to a close. It was a great year at NetDocuments and one that saw much change and excitement. As we look forward to 2010, we appreciate all of our customers and anticipate another wonderful year.
Over the year, this blog attempted to cover what went on at the company, and although it did not capture everything, much of it was documented here. So to end the year, we’ve put together the nine most popular blog posts of 2009.
1. Ride a Wave Within NetDocuments: NetDocuments announces real time collaboration with a Google Wave integration.
2. Dreamforce Offers Glimpse into Future of SaaS and Social Media: How SaaS and Social Media are shaping, and will shape business communication.
3. Anticipating Legal Tech New York: Anticipating highlights for the LegalTech New York 2010 legal technology show.
4. NetDocuments Customer Appreciation : The two customer appreciation videos that were originally shown at our Ilta 09 customer appreciation luncheon.
5. NetDocuments #Ilta09 Twitter Contest: Announcement of the NetDocuments Twitter contest at Ilta 09.
6. NDConnect is Launched: NDConnect user community is launched with a Marketplace, Idea Bank, and Channel Partner page.
7. Document Management for Law Firms : Best document management practices for law firms.
8. A Look at the History of SaaS : How SaaS, as we know it, came to be.
9. Innovations in Document Management: 8 things that changed the history of document management.
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