Cloud-Native Document Management for Professional Services

NetDocuments is built for law firms, accounting practices, and professional services that need modern, cloud-native document management. We provide implementation, migration from legacy systems, integration, and ongoing support.

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Our NetDocuments Partnership

Imagefast specialises in implementing and supporting NetDocuments for professional services firms across the UK. NetDocuments is a purpose-built, cloud-native document management system (DMS) designed specifically for law firms, accounting practices, and other regulated industries that need secure, compliant document handling.

We work with you across every stage: assessing your current environment, implementing the core DMS platform, migrating content from legacy systems (iManage, OpenText, SharePoint, or file servers), integrating with your practice management and accounting systems, training your teams, and providing ongoing managed support.

Whether you're moving away from expensive, ageing on-premises systems or adopting cloud document management for the first time, we bring experience across dozens of NetDocuments deployments. We understand the compliance, security, and workflow requirements of professional services — and we deliver platforms that work for your business.

Cloud-Native Platform

Modern, scalable document management built for remote working and collaboration

Professional Services Focus

Purpose-built for law, accounting, and regulated industries with deep compliance features

Full Service Delivery

Implementation, legacy migration, integration, training, and ongoing managed support

Sound Familiar?

These are the challenges we hear from professional services firms every week.

Your legacy DMS is becoming unaffordable

On-premises document management systems are expensive to maintain, upgrade, and staff. Licensing costs keep rising. Your DMS vendor is pushing you toward retirement. You need a modern alternative.

Remote working broke your document processes

Your teams need cloud-native document access from anywhere. Cloud-based DMS improves adoption, but migration from legacy systems feels enormous — you're worried about data loss and disruption.

Email is out of control

Critical client communications sit in individual mailboxes. Email attachments bypass your document management altogether. You lack proper audit trails for compliance and discovery. Email filing is chaotic.

You need enterprise integrations

Your DMS needs to talk to your practice management system, accounting software, and business tools. You need workflows that span multiple systems without manual data entry or workarounds.

What We Do With NetDocuments

Practical services from assessment through to deployment and ongoing support.

NetDocuments Implementation

Full implementation of the NetDocuments DMS platform. We design your taxonomy, configure metadata, set up permissions and security, implement retention policies, and deploy the platform ready for your teams to use.

Legacy DMS Migration

Migration from iManage, OpenText, SharePoint, or other DMS platforms into NetDocuments. We assess your content, plan your data mapping, execute the migration with zero data loss, and provide cutover support.

Email Management & ndMail

Implement NetDocuments ndMail to automatically capture and file client communications into your DMS. Eliminate the email filing chaos and improve compliance and searchability across your practice.

System Integration

Connect NetDocuments with your practice management system, accounting software, and other business applications. Automate workflows and eliminate manual data entry between systems.

Document Automation & PatternBuilder

Implement PatternBuilder to automate document creation and assembly. Replace manual template processes with intelligent automation that saves your teams time on document preparation.

Training & Adoption

Comprehensive training and change management to ensure your teams confidently adopt the new platform. We provide role-based training, documentation, and ongoing support to drive adoption.

How We Work: Solve, Transform, Support

A proven three-stage approach that moves you from your current state to a modern, productive NetDocuments environment.

1. Solve

We start with discovery. We assess your current DMS environment, understand your compliance and security requirements, and map your user workflows. Through workshops and stakeholder interviews, we identify quick wins and the strategic priorities for your implementation.

Assessment, requirements gathering, roadmap, business case

2. Transform

We deliver your NetDocuments implementation. Whether that's a net-new deployment or a migration from legacy systems, we work in phased sprints with clear milestones. We handle configuration, data migration, system integration, and cutover support.

Implementation, migration, integration, configuration, testing, go-live

3. Support

We provide ongoing managed support post-launch. Our support packages keep your NetDocuments environment running smoothly, optimised, and evolving with your business needs. We handle platform updates, user support, and continuous improvement.

Managed support, platform updates, user enablement, continuous optimisation

Clients We've Helped

Real implementations. Real outcomes. Here's what our NetDocuments work looks like in practice.

A Leading London Law Firm

Migrated from an on-premises iManage system to NetDocuments cloud DMS. Implemented ndMail for email management and automated workflow integrations with their practice management system.

Outcome

Eliminated expensive legacy system infrastructure. Improved document accessibility for remote teams and reduced email filing chaos by 90 percent. Faster matter setup and document retrieval.

A Mid-Tier Accounting Practice

Implemented NetDocuments DMS with integration to their practice management and accounting systems. Configured document automation for client engagement letters and standard templates using PatternBuilder.

Outcome

Streamlined document creation and client delivery. Centralised client document storage with proper compliance and retention policies. Document automation reduced manual template work by 40 percent.

A Professional Services Firm

Migrated from SharePoint to NetDocuments for enterprise document management. Implemented security policies, workspace templates, and integrated client collaboration through secure document sharing.

Outcome

Consolidated fragmented document storage. Improved security and permission management. Better client document experience through secure collaboration features. Reduced data security risks.

Typical NetDocuments Solutions

The core capabilities we typically deploy for professional services firms.

DMS Implementation

Core NetDocuments document management deployment with taxonomy, metadata, security and retention configuration

Legacy DMS Migration

Data migration from iManage, OpenText, SharePoint or file server environments into NetDocuments

Email Management

ndMail implementation to capture, file and manage client communications within the DMS

Document Security

Permissions, access controls, encryption, and security policies to protect sensitive professional documents

Workspace Templates

Pre-configured workspace and folder structures to standardise matter/engagement setup across the firm

Practice Management Integration

Seamless integration with practice management and accounting systems to automate workflows

Compliance & Retention

Retention policies, legal holds, audit trails and reporting to meet regulatory compliance requirements

User Training & Adoption

Comprehensive role-based training and change management to drive user adoption and proficiency

Frequently asked questions

What is NetDocuments and who uses it?

NetDocuments is a cloud-native document management system designed specifically for professional services firms — particularly law firms, accountancy practices, and financial advisory firms. It provides secure document storage, version control, collaboration, and compliance management built around the way professional services teams work, with deep integration into Microsoft Office and Outlook.

How does NetDocuments differ from SharePoint?

NetDocuments is purpose-built for professional services, with features like matter-centric filing, ethical walls, conflict checking, and integration with legal practice management systems. SharePoint is a general-purpose collaboration platform. For law firms and professional services organisations that need strict document governance, client confidentiality controls, and regulatory compliance, NetDocuments is typically the stronger choice.

Is NetDocuments secure enough for sensitive client documents?

Yes. NetDocuments provides enterprise-grade security including AES-256 encryption at rest and in transit, granular access controls, ethical walls between client matters, comprehensive audit trails, and data residency options. It meets compliance requirements for GDPR, SRA Standards, FCA regulations, and ISO 27001. Many of the UK's leading law firms and financial advisory firms trust NetDocuments with their most sensitive client work.

Can you migrate our documents from iManage or a network drive to NetDocuments?

Yes. We have delivered multiple migrations from iManage, network drives, and other legacy systems to NetDocuments. Our migration methodology maps folder structures and metadata to NetDocuments workspaces, preserves version history and permissions, and validates data integrity throughout. We run parallel systems during cutover to ensure zero disruption to client work.

Ready to Move to NetDocuments?

Book a free consultation with a NetDocuments specialist. Let's talk about your document management strategy.

Or call us directly: 0207 947 4041

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