NetDocuments
58 Case Studies
A NetDocuments Case Study
Common Ground Condo Law, a Toronto-based virtual firm founded in 2020 that serves condominium corporations across Ontario, needed a robust cloud tech stack to scale a client-focused practice. To support secure document management and smoother workflows — and to integrate with their Clio practice management system — they chose NetDocuments (with implementation support from Optiable), using NetDocuments’ Document Management, PatternBuilder automation and PatternBuilder MAX AI capabilities.
NetDocuments provided an integrated DMS, built-in automation (PatternBuilder) and AI-powered automation (PatternBuilder MAX) that let staff generate multi-document sets from simple questionnaires, automatically save documents to the correct matter, and handle repeatable client queries. As a result, Common Ground Condo Law reports measurable time savings (examples include reducing tasks that once took ~15 minutes of lawyer time to instant staff-handled answers), faster drafting, increased productivity, and a simplified tech stack with fewer third‑party tools.
Chris Jaglowitz
Principal and Founder