​NetDocuments

NetDocuments

6/21/2018

Do you use NetDocuments (NetDocs) for your DMS?

Did you train NetDocs as part of a firm-wide roll-out, or did you outsource the training?
If you trained NetDocs as part of a firm-wide roll-out, please share your training strategies and tips on getting everyone trained, how long it took and how you put together documentation. Feel free to continue this discussion in the WLTF LinkedIn Group.

1 Comment

TASHIKA LEWIS

6/22/2018 03:13:37 pm

Start with a logo and brand for NetDocuments. Acquire a mission statement from the head of the Firm which helps explain why the law firm is adopting NetDocuments (include White Papers from other successful firms). Start focus groups with your practice areas and admin departments to fully understand their current workflow for using a DMS; which DocTypes they rely on; how they collaborate; and what are their current pain points with the existing DMS. Meet with the focus groups regularly leading up to rollout. After the focus group meetings are finalized; take their feedback and create FILING GUIDES for each practice group and admin department to explain how their workspaces will be secured and which documents should be used. Create an intranet page dedicated to the NetDocuments rollout to explain matter centric workspaces; filing guide policies; and training for ndOffice and ndWeb.

NetDocuments