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NetDocuments Professional Plus Edition 13.2: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, May 1, 2013

Today's issue of TL NewsWire covers a cloud document management system that also stores your client-related email (see article below), optical character recognition software, a network scanner, and a social media communications manager. Don't miss the next issue.

DOCUMENT MANAGEMENT MEETS EMAIL MANAGEMENT

Shortly after law firms began using email, they became aware of a problem — how to store and search client-related email along with other documents in a client's file. Despite recognizing this problem years ago, many law firms still haven't found a satisfactory solution. The new version of a popular document management application aims to solve this problem once and for all.

NetDocuments Professional Plus Edition 13.2 … in One Sentence

Launched this week, NetDocuments Professional Plus Edition 13.2 (NetDocuments) is a cloud document management system with new email capabilities.

The Killer Feature

NetDocuments understood the special nature of email years ago, which resulted in Email Management Service, a set of tools designed specifically for email that integrates with Outlook.

The new version of NetDocuments features significant enhancements to Email Management Service. For example, you can now search email stored in NetDocuments from anywhere in the application with one click. A dialog box pops up with several searchable fields such as Subject, From, To, CC. You can also search all attributes. The new My Email button enables you to quickly view your Sent and/or Received email as well as all email relating to you.

Because email is so voluminous, NetDocuments can now display up to 10,000 results (the same goes for document searches). The new Solr-based search technology recognizes misspelled words and features lemmatization (homonyms, synonyms, etc.) to ensure that you won't miss anything.

After an initial search, you can search within your results to narrow them. A number of tools exist to help you with this such as using a specific date or date range, restricting results to email with attachments, and employing Boolean syntax (including proximity).

"The volume of email is unlikely to decrease in the near future so it's critical for us to make it easier for law firms to store, find, and access email outside of Outlook," VP of Marketing and Product Management Leonard Johnson told us. "The new ubiquitous email search box and My Email features released in version 13.2 achieve this goal."

Other Notable Features

NetDocuments has added a number of other features. Most notably, it now integrates with Clio, a popular cloud practice management system. This integration is the first to use NetDocuments' new REST APIs, which allow for deeper, matter-centric connectivity with both cloud and traditional legal-specific software.

Other new features include support for the top four web browsers (Chrome, Firefox, Internet Explorer, and Safari), and improved tools for sharing documents publicly (e.g., client memos) and securely with clients (e.g., a draft of a brief). You can further secure shared documents with passwords, download limits, and expiration dates. The document sharing tool has the added benefit of enabling you to send clients and others documents too large for email.

What Else Should You Know?

NetDocuments Professional Plus Edition costs $38 per user per month. If you don't need the Email Management Service, you can instead use the Basic Edition ($20 per user per month) or Professional Edition ($30 per user per month). Learn more about NetDocuments Professional Plus Edition 13.2.

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Topics: Document Management | Email/Messaging/Telephony | Online/Cloud
 
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