Best Document Management Software for NetDocuments

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

Microsoft Word, part of the Microsoft 365 suite, combines decades of trusted word processing innovation with the latest advancements in AI-powered writing assistance. With Copilot, users can instantly generate outlines, summarize long documents, or refine tone and structure through conversational prompts. The intelligent Editor tool enhances writing by checking grammar, clarity, conciseness, and inclusiveness, helping you communicate more effectively. Word’s cloud-first design allows seamless collaboration, enabling multiple people to edit, comment, and share feedback in real time across devices. Integrated OneDrive storage keeps all your files secure and accessible from anywhere, while Microsoft Defender protects your work from cyber threats. Word also supports rich formatting, dictation, voice commands, and thousands of professional templates to help users create standout documents. Available through Microsoft 365 Personal, Family, and Premium plans, users can unlock advanced features, including Copilot refinements and AI-generated content. Whether you’re a student, professional, or enterprise team, Word offers the tools to write better, faster, and smarter.

Microsoft Excel, part of Microsoft 365, transforms the way individuals and organizations work with data. It’s a powerful platform for creating dynamic spreadsheets, conducting financial analysis, and uncovering insights through AI-enhanced tools. The new Copilot in Excel uses natural language prompts to generate formulas, analyze trends, and even automate complex data modeling—no coding required. Excel’s integration with Python allows professionals to perform advanced analytics directly within their spreadsheets, bridging the gap between data science and everyday productivity. With PivotTables, charts, and conditional formatting, users can visualize data patterns and make data-driven decisions with confidence. Cloud-based real-time collaboration makes teamwork seamless, letting multiple people coauthor spreadsheets simultaneously from anywhere. Excel’s security, supported by OneDrive and Microsoft Defender, ensures your data remains protected and recoverable. Whether for budgeting, forecasting, or business intelligence, Excel remains the trusted tool for clarity, collaboration, and confidence in every calculation.

Draftable Legal provides legal teams with fast, accurate redline comparisons, offering a cost-effective enterprise-grade solution designed for the legal industry. The platform supports a wide range of file formats, including Word, PDF, PPT, Excel, and even scanned documents, thanks to its built-in OCR functionality. Users and administrators can fully customize output results and manage preset profiles to meet their specific needs. Integration with file explorer, document management systems (DMS), MS Word, and Outlook makes it easy to review and export output, streamlining workflows. Developed in close collaboration with legal professionals, Draftable Legal was built to address their unique document comparison needs, ensuring high performance. The proprietary algorithm that powers Draftable delivers accurate detection of changes across various document types, making it an indispensable tool. Additionally, the platform offers expert customer support, ensuring a reliable and secure document comparison experience that legal professionals can trust. With this solution, legal teams can enhance efficiency and reduce the time spent on manual comparison tasks.

TimeSolv is a web-based time tracking software that allows legal professionals to accurately bill their time. TimeSolv is an intuitive and easy-to-use platform that provides a variety of features to assist legal professionals in increasing their efficiency and profits. These include document management, time tracking, invoicing, reporting and expense tracking.

DocsCorp is the choice of document management professionals looking for software that makes their jobs easier and more efficient. Our global brand has more than 500,000 users in 65 countries. Our product portfolio includes document creation, email recipient check, metadata cleaning and document comparison. You can also access our PDF creation and PDF conversion software on your desktop, server, or cloud. Our products are compatible with the most popular enterprise content management systems. This allows for business efficiency and streamlines processes. We offer organizations both on-premises integrations and cloud integrations. We work with industries that are document-centric in order to help them manage their most important asset - documents. This includes Government Departments and Legal Services, Financial Services, as well as Technology companies.

DocStyle can convert any PDF file into Word and style it in one process using Intelligent Formatting Recognition. This process is designed to identify and format content to create a structured Word document that can be edited and modified. DocStyle can also style Word documents automatically, reducing the time-consuming cleanup.

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

Enhance the efficiency of your legal operations and workflows by utilizing a cohesive digital workspace designed to connect legal professionals, enabling increased productivity and seamless collaboration. This platform allows for the sharing of important insights while fostering engagement with both clients and colleagues, ensuring the delivery of top-tier legal services. By employing this integrated solution, teams can standardize and automate tedious tasks and processes, leading to improved effectiveness and efficiency. It also facilitates the management of intricate projects and matters, allowing for the assignment of tasks, document collaboration, and full transparency throughout the process. HighQ’s secure technology platform is trusted by leading organizations to safeguard sensitive information and securely share critical data. With a unique blend of user-friendly design and robust enterprise capabilities, HighQ provides an exceptional experience tailored for both legal professionals and their clients, ultimately transforming the way legal services are delivered. By adopting such innovative solutions, organizations can position themselves at the forefront of the legal industry.

RSign®, the e-signature platform from RPost®, has been a global leader for over a decade. RSign®, which combines features richness with an elegantly simple interface and affordability at scale, is a unique platform. RSign's unique ability to simplify and automate common e-signing while still meeting all your document, form, and workflow requirements is what makes it stand out. RSign makes signing simple and easy. Signers can complete and sign documents from any desktop or mobile browser. RSign has a simple user interface, customizable templates, real-time reporting, and sharable templates. RSign®, makes it easy to view and trust the Signature Certificate for electronic signature tracking, a forensic audit track, sent and signed content, timestamp information, and sent and received content. If ever challenged, a solid record of who signed what when gives you confidence that the esign process and record will be able to withstand scrutiny.

Bundledocs is a cloud-centric platform specifically designed for efficiently creating, managing, and distributing extensive document bundles, which can include court bundles, deal bibles, transaction binders, or electronic casebooks. Users can easily upload a variety of file types, such as Word documents, emails, PDFs, images, maps, and charts, allowing them to organize and rearrange sections effortlessly before generating a polished PDF that features page numbering, bookmarks, hyperlinks, a fully searchable OCR layer, and a customizable index, all at the click of a button. The platform enhances collaboration by enabling users to share links, invite external reviewers, edit documents in real-time, and accommodate last-minute changes without starting over. Additionally, Bundledocs integrates smoothly with widely-used document and case management systems like iManage, NetDocuments, Smokeball, and Tikit, facilitating easy imports from existing workflows. This combination of features not only saves time but also enhances the overall efficiency of document management processes.

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

Litera Compare swiftly identifies alterations between any two documents in mere seconds. This top-tier solution for document comparison seamlessly integrates into your daily workflow, whether you're using a desktop, the cloud, or mobile devices, ensuring that you stay on track. Managing revisions from various authors across different document formats can lead to significant expenses and is often fraught with the risk of missing changes when relying on visual inspection. Discover how Litera Compare empowers you to compare documents with assurance. It provides a comprehensive overview of all modified elements within your document presented in an accessible format. By eliminating the need for manual comparisons and unnecessary version creation, you can effortlessly highlight changes. Enjoy peace of mind knowing that every alteration has been recorded, allowing you to accept, reject, or mark changes for future consideration. The efficiency gained from using Litera Compare significantly reduces the time and cost associated with managing revisions, transforming the way you handle document edits.

Streamline cumbersome paper processes by employing automated data capture, optical character recognition (OCR), data extraction, secure routing, and fax services all from a single platform. This system allows for the automatic identification and extraction of information from documents, significantly reducing the need for manual data entry, bolstering accuracy, and providing vigilant monitoring for potential security threats effortlessly. Focus on maintaining data integrity through robust features such as encryption at rest, ongoing content monitoring, and data loss prevention, ensuring compliance with important regulations like HIPAA and PCI DSS. Transition away from outdated hardware by adopting cloud fax services or initiating a hybrid fax solution, which can reduce expenses, eliminate maintenance issues, and support a remote working environment. Enhance multi-function printer (MFP) devices with new user interface buttons, which can even prompt for critical data tailored to your organization's workflows. Upland AccuRoute provides versatile capture, faxing, and delivery options tailored to your needs, whether you prefer on-premise, cloud, or hybrid solutions. Additionally, this system facilitates the secure capture and transmission of sensitive patient information and records, reinforcing the importance of data protection in healthcare settings. By integrating these innovations, businesses can significantly improve efficiency while safeguarding vital information.

Revolutionary cloud-based document capture solutions come equipped with features for routing and faxing, significantly enhancing operational efficiency through automatic document classification and data extraction that seamlessly integrates with any application. Equip your workforce with the ability to process documents in the cloud, allowing them to direct content into tailored workflows or business systems with ease. Optimize and scrutinize your document data using adaptive workflows and centralized dashboards for better oversight. Remote employees can capture documents and images using any device while easily directing them to workflows via our intuitive, universally accessible interface. By implementing automated data extraction and robust quality control measures, the need for manual data entry is minimized, thereby decreasing the likelihood of misfiling crucial information. You can scale your usage according to your needs, with the assurance that our infrastructure is designed to grow alongside your expanding business requirements. Our cutting-edge capture technology leverages machine learning capabilities that enhance image capture and boost data accuracy at each stage of the process, ensuring reliable outcomes for all users. This adaptability not only fosters a more productive environment but also streamlines document handling across diverse platforms.

The EzeScan Application, along with its Survey Forms Data Extraction solution, offers a way to automate the capture of forms, significantly minimizing the need for manual data entry and, in many cases, completely removing it. This efficient tool features a fast interface that facilitates the extraction and verification of data from documents. Additionally, its exception workflow mechanism ensures that mandatory fields are adhered to, providing clean output data that can be exported in various file formats or integrated into many widely used databases. For records professionals, EzeScan alleviates the challenges of accurately and efficiently capturing vital information. Serving as a batch capture tool, it proves beneficial for managing considerable volumes of both paper-based documents and digital files, including corporate emails. Whether capturing physical documents from a multi-function device (MFD) or registering digital files, EzeScan empowers your staff to seamlessly capture and store documents directly into your business processes from any location. Ultimately, this streamlined approach enhances productivity and ensures data integrity across your organization.

BigHand Document Creation offers a legal document solution integrated with DMS that enhances the functionality of Microsoft Word, PowerPoint, and Excel, facilitating the efficient production of legal documents. It allows users to create standardized templates without complex coding, which can then be deployed across the firm with a single click, ensuring consistency, strong branding, and improved version control. Key design features include unlimited numbering, bullet points, and various styling options that users can easily access. By building upon familiar Microsoft environments, the solution promotes greater user adoption and requires minimal training for effective use. The interface features ribbons organized into user-friendly workflow options, enabling users to seamlessly navigate their tasks from left to right. Additionally, it allows for the safe reuse of content from existing documents into branded templates while instantly applying firm-approved styles. With helpful tools provided, tasks like numbering, formatting, and sectioning are simplified, making even the most challenging documents manageable. Ultimately, this comprehensive solution not only enhances productivity but also fosters a cohesive branding experience across all legal documents.

Text searches offer convenience, but they fall short when it comes to identifying text within image-based PDFs or any documents that have been scanned into your document management system—unless you utilize Symphony OCR®. This innovative solution ensures that every document becomes text searchable, streamlining the process of locating precisely what you require at the right moment. Symphony OCR automatically integrates OCR technology into documents uploaded to your document management system, rendering them text searchable. This functionality extends to scanned documents, including PDF and TIFF formats, e-faxes, email attachments, and even older files. Once documents undergo OCR processing, you can effortlessly search using keywords to locate them. Additionally, this tool enables you to select, copy, and paste text from the document, saving you the hassle of retyping. In the realm of OCR software, Symphony OCR stands out as a leader. Its seamless operation means that it consistently monitors both existing and newly added documents without necessitating any input from you, ensuring efficiency and reliability. With Symphony OCR, you can transform how you manage and access your documents.