NetDocuments PLAN Solution
Last Updated: November 30th, 2023
NetDocuments PLAN Solution Overview
Description
PLAN focuses your people and information on getting results. This includes convenient, easy-to-use tools that coordinate teams and tasks, provide real-time team communication, facilitate task management through checklists and workflows, and deliver collaborative document annotation and overlays to simplify findings and other tasks. PLAN is ready to reduce your inbox congestion, keep lines of communication open and active, streamline workflows, and make your teams more efficient and productive.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
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
Lawyer-to-Client Marketplaces and Directories
Consultation Booking
Law Firm Profiles
Professional Profiles
Messaging
RFP Management
Lawyer Reviews
Matchmaking Services
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