NetDocuments Complements CSI’s Software Offering

NetDocuments is a solution for managing the entire lifecycle of a document.

The NetDocuments cloud solution, developed for legal professionals and seamlessly integrated with CSI software, naturally complements our offering. NetDocuments provides law firms with a secure, cloud‑based platform that combines document and email management, automation, collaboration‑enhancing tools, and AI‑powered functionality into a single solution that improves productivity and eliminates security and compliance challenges.

NetDocuments helps lawyers work more efficiently from anywhere, use intelligent workflows, and integrate key tools into document management, including Microsoft 365 and digital signature solutions. For CSI customers, NetDocuments offers the opportunity to streamline not only the matter process but also the management of their documents.

NetDocuments keeps documents organized

NetDocuments provides customers with an efficient and secure solution for creating, processing, and protecting documents. Documents remain well‑organized, and their access rights are automatically inherited from CSI matters. With NetDocuments’ powerful search capabilities, documents can be found quickly even within a large volume of matters and customers.

The system’s advanced version control is one of its most appreciated features. It ensures that users can create, save, and manage document versions without duplicate or conflicting files.

The core idea of NetDocuments is to centralize document management in one place and automate repetitive steps. Documents are automatically classified using workspace structures, allowing teams to define their own processes and keep documents organized without manual effort. When classification uses predefined top-level attributes (e.g., client + project), workflows become more consistent and user errors are reduced. This also speeds up and simplifies finding documents.

Through automated workflows, users gain better visibility into where documents are at any given time, who is editing them, and which version is up to date.

NetDocuments uses artificial intelligence to identify document types, reducing manual work and improving metadata quality. AI is at the heart of NetDocuments’ strategy, and many CSI customers have chosen NetDocuments specifically for its continuously evolving AI capabilities.

CSI provides high‑quality NetDocuments services

CSI Helsinki is a certified NetDocuments partner, offering its customers high‑quality NetDocuments implementation services as well.

We have been a NetDocuments reseller since 2023 and have delivered document management solutions based on NetDocuments products to more than twenty customers in Finland, the Baltics, and Sweden.