NetDocuments API
NetDocuments is cloud-based document and email management software used by large law firms and legal departments to organize work by matter, control versions, file email into the correct workspace, e
What is NetDocuments?
NetDocuments is a cloud-native Document Management System (DMS) purpose-built for legal. It provides matter-centric workspaces, email filing, lifecycle governance, and secure collaboration to help firms manage documents and communications from intake to closing.
Core product areas include:
- Document & Email Management (capture, profile metadata, versioning, filing, compare)
- Matter Workspaces (client/matter hierarchy, folders, templates, security inheritance)
- Search & Intelligence (full-text search, saved searches, filters, facets)
- Collaboration & Sharing (secure links, external users, permissions, check-out/lock)
- Governance & Security (ethical walls, retention, holds, entitlements, audit trail)
- Automation & Sets (closing binders/SetBuilder, tasks, workflows, bulk operations)
Common data entities:
- Repositories/Cabinets (logical content stores with configuration and governance)
- Workspaces/Matters (client code, matter number, name, responsible team, security)
- Documents (title, doc type, author, profile fields, location, security, versions)
- Versions (sequence, author, check-in/check-out status, comments)
- Emails (message metadata, participants, attachments, filing destination, thread)
- Folders (workspace-relative hierarchy for organization)
- Users & Groups (role-based permissions, ethical walls, teams)
- Saved Searches (queries and filters stored for repeat use)
- Links/Share Tokens (time-bound access links with scope)
- Audit Events (create, edit, file, share, delete, security changes, who/when)
The NetDocuments Integration Challenge
Legal teams rely on NetDocuments daily, but turning a portal- and add-in–centric DMS into API-driven automation can be challenging:
- Authentication nuance: SSO (Azure AD/Okta), MFA, and session lifecycles complicate headless automation
- Metadata normalization: Profile fields vary by cabinet; matter codes and doc types must be mapped consistently
- Long-running processes: Large uploads, indexing, and set-building require asynchronous handling and status polling
- Ethical walls & entitlements: Security inheritance, groups, and matter walls must be respected in every operation
- Email filing context: Matching threads and participants to the correct workspace demands reliable heuristics
- Cross-DMS reality: Many customers primarily use iManage—integrations must translate concepts and IDs between systems
How Supergood Creates NetDocuments APIs
Supergood reverse-engineers authenticated browser flows and add-in interactions to deliver a resilient API endpoint layer for your NetDocuments tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh, cookie management, and change detection
- Normalizes workspace, document, email, and audit schemas so you can integrate once and rely on consistent data models
- Aligns with customer entitlements, ethical walls, and role-based permissions to ensure compliant access
- Supports high-volume operations (bulk uploads, email filing) with polling or webhooks for long-running jobs
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened NetDocuments adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as NetDocuments evolves.
Use Cases
Matter Intake & Workspace Automation
- Create matter workspaces with client/matter metadata and standardized folder templates - Assign security and teams automatically based on intake data - Pre-stage document types and placeholders for common workflows
Email Filing & Thread Continuity
- File inbound/outbound emails to the correct workspace with metadata and attachments - Link messages to related documents and maintain conversation threads - Enforce filing rules and retain an audit trail of decisions
Cross-DMS Sync for iManage Customers
- Map iManage matters/workspaces to NetDocuments equivalents and keep them in sync - Mirror document profiles, versions, and security where appropriate - Provide unified search and link previews across both systems from your application
Deal Closings & SetBuilder Automation
- Aggregate final versions and evidence into closing sets - Generate shareable links with appropriate security and expiry - Export immutable logs for post-closing audit and client reporting
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth (Azure AD/Okta) where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring cabinet entitlements and governance limits
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of workspaces, documents, emails, and audit events
Security
Encrypted transport, scoped tokens, and audit logging; respects NetDocuments ethical walls and role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., large upload indexing, set-building completion)
Latency
Sub-second responses for list/detail queries under normal load; indexing and set-building reflect underlying platform behavior
Throughput
Designed for high-volume document ingestion and email filing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used in legal DMS operations, including Matter Workspaces (client/matter profiles, folders), Document Management (uploads, versions, metadata), Email Filing (capture, attachments, threads), Search & Sharing (saved searches, secure links), and Governance/Audit (security, logs), subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth (Azure AD/Okta) when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.
Yes. We can map iManage workspaces/matter numbers and document profiles to NetDocuments constructs, maintain version parity where appropriate, and provide unified search across systems. We preserve each platform’s security model and ethical walls.
Yes. We support uploading attachments via signed uploads, creating new versions with check-in comments, linking emails to documents, and capturing rationale, approver, and timestamps with immutable audit records.