NetDocuments DELIVER Solution
Last Updated: November 30th, 2023
NetDocuments DELIVER Solution Overview
Description
DELIVER provides everything you need to safely organize, package, and share content with clients, customers, outside counsel, and other internal and external groups. With DELIVER, you can create secure, sharable workspaces (similar to extranets or deal rooms), compile and organize content, and collaborate on document sets without worrying about security or governance. It’s an efficient way to create and maintain a single source of truth for cases and projects, streamline governance, and reduce the time and costs of compiling documents.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Transaction Management
Closing Binders
Secure Document Sharing
Digital Signatures
Signature Packets
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Client Portals
Messaging
Mobile App
Group Messaging
Client Reviews
Document Sharing
Task Assignments
Client Intake
Project Management and Collaboration
Task Management
automatic reminders
In-app messaging
SME and Business Unit Collaboration
Legal Service Request
Automated Task Templates
Gantt Charts
Automated Notifications
Internal Client Collaboration
Client to Law Firm Collaboration
Messaging
Teams
Search and records
Pipeline management
Automated workflows
Client portal
templates
integrations
document management
external sharing of documents
checklist templates
Workflow Templates
Remote Collaboration
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