Workspaces opened from new matters
A matter opened in your intake or practice management system creates the workspace with the right profile and folders.
NetDocuments integration consulting
Connect NetDocuments to the rest of your firm.
NetDocuments keeps your firm's documents and email in the cloud, organized by client and matter. We build the connections and tools around it, so files land where they belong and matter details stop getting retyped.
Keep it, then extend it
What NetDocuments does well, and where teams outgrow it.
Where NetDocuments shines
- Organized by matterWorkspaces gather the documents and email for each client and matter, with versions, profile details and search.
- Email filing with ndMailndMail works inside Outlook and suggests where each email belongs, so filing takes one click.
- Firm control over connectionsA NetDocuments administrator at your firm approves each outside connection and decides what it can reach.
Where teams hit the limits
- Matters set up twiceA new matter opens in practice management, then someone creates the matching workspace and profile by hand.
- Documents read by handNotices, agreements and records still get read, and their dates and parties typed into other systems.
- Profiles filled in inconsistentlyDocument types, clients and matter numbers get entered differently by different people, which makes search and reporting unreliable.
What we build around it
Connecting NetDocuments to the rest of your work.
Key details from incoming documents
Dates, parties and deadlines are pulled from notices and contracts, and a person confirms them before they reach the calendar.
Profiles checked and cleaned up
Missing or inconsistent client, matter and document type details are flagged and corrected with a person approving.
Drafts from matter details
Routine letters and forms are drafted from matter data using your approved templates and saved to the right workspace.
Billing and matter data in step
Client and matter numbers stay matched between NetDocuments, practice management and billing.
AI tools inside your rules
Search and summaries that use only the documents a person is allowed to see, alongside the AI tools NetDocuments already approves.
Before we start
How access works.
Custom connections to NetDocuments need developer credentials, which NetDocuments issues through its support team rather than a self-service screen. A NetDocuments administrator at your firm then approves the connection and decides which account it acts as; until they do, it can't read anything. For AI tools, NetDocuments also runs ndConnect, a program for approved vendors, and firm administrators choose which of those tools can connect (see NetDocuments on ndConnect). We confirm the right route with you and NetDocuments before quoting a build.
Related problems
Common places to start.
Documents piling up
Contracts, forms, invoices, reports. The information your business needs is locked inside PDFs, and someone has to read each one.
Read moreMessy client onboarding
You just won the work. Now come the forms, follow-ups and handoffs. It's your client's first real experience of you, and it often feels like chaos.
Read moreSoftware that doesn't talk
Sales has one number, finance has another, and nobody is sure which is right. Each tool is fine by itself. The trouble is in the gaps.
Read more
FAQ
Common questions.
Do we have to replace NetDocuments?
No. NetDocuments stays your document and email system. We build around it and connect what it doesn't reach.
Will this break when NetDocuments updates?
We use NetDocuments' supported connection, test before anything touches live documents and add checks that alert us if something stops working.
Will AI give legal advice inside NetDocuments?
No. Our tools organize, draft and check. A lawyer reviews the work and makes the legal calls, and the tools only reach documents the person using them is allowed to see.
Are you a certified NetDocuments partner?
No. We're an independent integration consultant and development team. We build with NetDocuments's official developer tools and approved access, using the access your team grants, and we work alongside your NetDocuments admin or implementation partner rather than replacing them.
Sources
- NetDocuments Support: NetDocuments API documentation (customer sign-in required)
- NetDocuments: ndConnect
- NetDocuments: Partner program
- NetDocuments: ndMail email management
- NetDocuments: Powerful integrations and open APIs (Oct 2022)
- Thomson Reuters Help: Set up a NetDocuments connection in Contract Express (example of the firm-side setup)
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
Partner with Inkwell
Tell us how you use NetDocuments today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.