MOVING BEYOND DROPBOX, BOX, ONEDRIVE & SHAREPOINT

Your law firm works by matter. Your document system should too.

Documents in shared folders. Matter emails in individual inboxes. As your firm grows, keeping the right information together gets harder.

We help law firms move to a matter-centric NetDocuments environment, handling the discovery, design, migration, validation, configuration, and training.

Discuss Your Migration
Bring the matter together.

A familiar folder-based setup

Shared
folders
Separate
copies
Matter
email

Map the data.
Design the matter structure.

NETDOCUMENTSClient / Matter
DocumentsFiled emailVersion historyAccess controls

A shared context for the work.

Conceptual workflow. Designed around your practice.

Storing documents is one thing. Managing legal work is another.

Sound familiar?

“Which version is final?”

Multiple copies, inconsistent naming, and files scattered across folders make it harder to know which document everyone should be working from.

“Where did that email go?”

Important matter correspondence lives in individual mailboxes rather than alongside the documents and work product it relates to.

“Every attorney organizes files differently.”

Folder structures that made sense to one person become difficult for everyone else to navigate.

“We’re growing, and this is getting harder.”

Adding users, managing access, and keeping information organized becomes increasingly complicated as the practice expands.

These problems don’t necessarily mean your current platform is broken.

They may mean your firm has outgrown the way it’s using it.

From folder conventions to matter context.

The opportunity is a more consistent way to work, not simply a different place to store files.

Common folder-based practicesA matter-centric NetDocuments setup
Folder-based practiceFolder names and structures vary by person.
Matter-centric setupOrganizationConsistent client and matter workspaces.
Folder-based practiceCorrespondence stays in individual inboxes.
Matter-centric setupEmailMatter correspondence filed with related work product.
Folder-based practiceSeparate copies make the working version unclear.
Matter-centric setupDocumentsShared version history, structured information, and search.
Folder-based practiceAccess decisions are made folder by folder.
Matter-centric setupGovernancePermissions planned around matters and responsibilities.

Cloud platforms have their own search, versioning, and access controls. These are examples of working practices, not a claim that Dropbox, Box, OneDrive, or SharePoint lack those capabilities.

The difference is how your firm finds, manages, protects, and works with its information every day.

Moving the files is the easy part. Getting the structure right takes experience.

We’ve completed more than 70 NetDocuments implementations and migrations, including transitions from cloud storage systems, traditional DMS platforms, and local file servers.

Our work goes beyond transferring files from one location to another.

We examine how your firm organizes clients, matters, documents, and emails. We design the NetDocuments environment, prepare and map your data, perform the migration, validate the results, and train your team.

We combine proven document-management practices with configurations that fit the way your firm actually works.

A good migration doesn’t recreate the disorder. It leaves your firm with something better.

How we get you there

  1. 01

    Understand

    Review your existing data, matter structure, workflows, and requirements.

  2. 02

    Design

    Configure NetDocuments around an organized, practical matter structure.

  3. 03

    Migrate

    Prepare, map, move, and validate your documents.

  4. 04

    Adopt

    Train your team and support the transition to the new workflow.

For qualifying firms with straightforward requirements and migration-ready data, NetDocuments can be operational in as little as two weeks.

Let’s talk about what’s in your folders.

In an initial conversation, we’ll discuss where your documents live, how your firm organizes matters, what isn’t working, and your timing.

Your current systemYour matter structureYour next step

We’ll help you understand what a move to NetDocuments could involve and identify a practical next step. You don’t need a finished migration plan to get started.

Discuss Your Migration

Start with your current system. We’ll help map the next step.