Case Study: Winckworth Sherwood achieves cloud-based, secure and scalable document management with NetDocuments

Going Beyond A DMS Implementation with Winckworth Sherwood

Winckworth Sherwood was running a Microsoft SharePoint 2013/Macroview on‑premises DMS that by 2015 could no longer support a growing firm — suffering performance and server‑management issues, fragmented Oxford storage, and limited search, integration and collaboration. After a structured proof of concept and vendor due diligence, Winckworth Sherwood selected cloud‑first NetDocuments as the replacement DMS to deliver better search, integration, security and a modern matter‑centric workspace.

NetDocuments was implemented as a single‑instance cloud DMS (go‑live Dec 2017) with an estimated migration of 10 million files, integrations to the PMS, Office 365, email vaults and Intapp time capture, plus bespoke templates, automated permissions and a matter KPI webpart. The NetDocuments solution delivered faster, more stable search and filing, enhanced security and ISO compliance, built‑in disaster recovery and reduced infrastructure overheads; the project saw 99% training uptake, accelerated changes in working practices and immediate visibility and collaboration benefits across the firm.

Winckworth Sherwood

Claire Hance-Lambie

Senior Associate, Real Estate