Building a Winning Future with NetDocuments + Microsoft

Discover how two foundational technologies are coming together to bring even more collaboration, security and productivity within applications legal professionals use every day. Hear from experts and see demos in action in our upcoming webinars.
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"NetDocuments is Leading the Way"

“NetDocuments recognizes the importance of seamless work to Ice Miller. As Microsoft evolves Microsoft 365 to give our firm a more uniform user experience across all mediums, NetDocuments is leading the way to make their technologies available and fully functional wherever and however our people work.”

Steve Johnson
Director of IT Applications


Tuesday, 18/6/2024 at 11am ET
Wednesday, 19/6/2024 at 3pm BST
Thursday, 20/6/2024 at 9am AEST

Meeting You Where You Work

In today’s fast-paced legal environment, efficiency and seamless workflow integration are not just desired, they’re required. NetDocuments is pleased to share numerous capabilities that drive even more collaboration, security, and productivity within the Microsoft 365 applications that legal professionals utilize every single day.

Integration with Microsoft Copilot Unlocks NetDocuments’ Content

From directly inside Copilot and using the NetDocuments Copilot extension, lawyers can query with natural language requests, instantly delivering results alongside links to matching content stored in NetDocuments. Users can pull up a list of recent documents edited by a colleague, or contracts drafted for a client without ever leaving Microsoft 365 applications like Outlook and Teams.

Desktop Co-Authoring Improves Collaboration and Productivity

NetDocuments will be expanding its co-authoring capabilities to include real-time desktop co-authoring in Microsoft Office applications like Word, Excel and PowerPoint. As part of NetDocuments’ participation in Microsoft’s Cloud Storage Provider Program Plus (CSPP+), users can work collaboratively on documents using native co-editing capabilities via the web or desktop.

Better Email Management in Outlook

With significant enhancements to NetDocuments’ new web-based integration with Outlook, Firms and departments can have confidence knowing that the NetDocuments integration is ready and available. The same mail filing experience is available on Outlook mobile as well.

Enhanced Collaboration in Teams

NetDocuments’ revamped Teams app experience provides a seamless look and feel, trusted security, ability to access documents and make notes, all within Teams, while simultaneously leveraging the benefits of the NetDocuments platform to further reduce time spent “toggling” between applications (“toggle tax”) further improving productivity, security, and collaboration within an organization.

"Impressed with the Deep Integration"

“I was particularly impressed by the deep integration with the Microsoft 365 stack and the refined add-in design, which promises consistent user experience across platforms, complemented by its intuitive contextual awareness.”

Mitch Owens
CIO, Gilbert + Tobin

Enjoy a Seamless Experience Across
Microsoft 365 and NetDocuments

NetDocuments’ new design system is based on Microsoft’s own Fluent UI, meaning users will enjoy a consistent, intuitive experience within Microsoft applications and the NetDocuments platform. This Fluent-based designed system will also power the upcoming Progressive Web App to provide a comprehensive experience that is
across devices and operating systems.

Frequently Asked Questions

What's happening?

As announced at the Microsoft Build 2024 developers conference, the NetDocuments and Microsoft Copilot integration enables legal professionals to access NetDocuments content directly from Copilot. NetDocuments is also expanding its co-authoring capabilities, improving email management, elevating functionality within Teams, and implementing a new design system based on Microsoft’s own Fluent UI to create richer, more seamless experiences across NetDocuments and Microsoft.

How will this impact a user's day to day?

These are the kinds of changes that have a lasting effect. Gain direct document access across Microsoft applications. Improve email management with more efficient email fling, predictive filing, and secure document sharing. Share documents, Co-edit documents in real time, and manage document access — directly within Teams. Experience consistency across platforms. And leverage AI-enhanced document interactions with Microsoft Copilot with natural language document searches and AI-powered document drafting and review.

What should I do if I want to learn more?

Register for one of our upcoming webinars on 18-20 6/2024. Join us to see live demos, ask questions, and more!

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Additional Resources

Learn more about how Microsoft and NetDocuments are working together to deliver a more collaborative, secure, productive way for legal professionals to do their best work.

Building a Winning Future Together: NetDocuments + Microsoft

Discover how we're bringing together these two foundational technologies and creating a new experience that’s truly effortless for users.
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Read Stories of Success from Customers Across the Globe

The integration between NetDocuments and Microsoft has long been a factor in customers' decision to partner with NetDocuments. See what customers have to say.
Explore success stories

Join Live Webinar on NetDocuments + Microsoft

Learn how NetDocuments and Microsoft are working together to deliver a seamless, intuitive, collaborative way for legal professionals to do their very best work.
Register here

Ready to transform your legal practice?

Learn why 7,000+ law firms and legal teams trust NetDocuments as their document management platform to deliver better business outcomes for their clients and organization.

“I was particularly impressed by the deep integration with the Microsoft 365 stack and the refined add-in design, which promises a consistent user experience across platforms, complemented by its intuitive contextual awareness.”- CIO, Gilbert + Tobin