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2011 Overall Rating 4.5


Best Firm Fit:

NetDocuments’ biggest market is law firms, which represents 70% of the company’s customer base. Although they don’t have a deep presence in accounting firms at this stage, they have a strong presence in many similar businesses, such as financial advisory firms. The system is highly configurable, so it can be deployed effectively in any type of firm. Since it is offered in a SaaS model it can be scaled up or down for small, medium and large firms.


  • 100% SaaS-based solution since 1998
  • Highly configurable home page and workspace screens
  • Customizable metadata
  • Deep integration with Microsoft Excel, Outlook & Word
  • Integrated portal with discussion thread
  • Intuitive interface

Potential Limitations:

  • Limited penetration into accounting firms
  • Lack of pre-built accounting, auditing & tax software integrations
  • No workflow functionality

Executive Summary and Pricing:

Three key features of NetDocuments stand out when evaluating this application: it is a “mature” SaaS application with over 10 years of experience, it has a highly customizable interface, and the user interface is simple and easy to work with. The pricing model is $20 to $30 per user per month, based on the number of users, and includes a base 10GB of storage, plus 1GB for each additional user.

Product Delivery Methods:

___ On-Premises

_x_ SaaS

___ Hosted by Vendor


Core Product Functions/Features – 4.75

Document Workflow – 4

Document Control – 4.75


Special Features – 4.75

See inside July 2012

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