Case Study: legalmatters achieves greater agility and productivity with NetDocuments

Cloud-based DMS Drives Employee Agility and Productivity at UK Law Firm

legalmatters is a UK private‑client law firm specialising in wills, trusts, probate and conveyancing that needed a cloud-based document management system to integrate with its bespoke workflows and give staff secure, anywhere access. After evaluating the market they chose NetDocuments (DMS with ndOffice/ndMail/ndClick/OCR and Microsoft 365 integration) to replace a cumbersome hosted‑desktop arrangement.

NetDocuments, implemented with help from Hoffbrand Consulting, migrated in excess of 300,000 documents for legalmatters and integrated email filing, predictive filing and DocuSign workflows. The result: staff can find documents in seconds rather than spending excessive time searching, remote working and secure client sharing are routine, the firm uncovered previously unaccounted payments, and the 20‑user practice has wider recruiting reach and improved productivity.

legalmatters

Martin Langan

Chairman & Innovation Director