NetDocuments is a document management solution from the company of the same name in Lehi, Utah.
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Square 9 Softworks
Score 9.5 out of 10
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For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.
$50
per month per user (5 User Minimum)
Pricing
NetDocuments
Square 9 Softworks
Editions & Modules
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Square 9 Process Automation Essentials
$50
per month per user (5 User Minimum)
Square 9 Digital Transformation Essentials
$68
per month per user (5 User Minimum)
Square 9 Enterprise Essentials
$75
per month per user (10 User Minimum)
Offerings
Pricing Offerings
NetDocuments
Square 9 Softworks
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization.
Pricing excludes professional services and implementation fees
NetDocuments positioned itself to work in the legal industry, and it has done a very good job. It's kept pace with the challenges presented by the law and it's grown in its offerings. Any organization that must balance mobility and security would benefit from the use of NetDocuments as a platform.
Square 9 Softworks is well suited for unique needs within companies. We have built, renovated, and optimized custom workflows within our archives, designed highly specific interfaces with our ERP platform, and Square 9 Softworks has answered the bell through it all.
File Organization. Netdocuments is a great tool to neatly organize your virtual files and separate them by workspaces (matters). Each workspace contains folders (document types) that can be customized according to users' needs and preference.
Searching your data base. All the documents and emails saved in Netdocuments are searchable. The search feature works great.
Cloud based document management system. Simply put, Netdocuments can be accessed from ANY web-enabled device. This is becoming more and more important in the age of satellite offices, working on-the-go, and telecommuting.
Disaster preparedness. Should something happen to your office, your documents are safe, secure and accessible.
Seamless integration with Microsoft Applications. Netdocuments provides users with Microsoft applications integrations that can be easily installed on each individual machine.
Support. There is an extensive on-line help library which provides incredibly helpful articles with step-by-step instructions. If you cannot find solution on-line, telephone support is staffed by courteous and knowledgeable people.
Security. This is especially important for a law firm. A designated administrator can put in force workspace, folder, document, or profile-based security.
The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
While indexing fields in Global Search, the Key Free tool works great.
Global Search is well-organized. It's easy to navigate and find your documents.
The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.
In my opinion, VERY Expensive. You can not find documents without OCR. OCR doubles your storage cost as they save the OCRd document as a second version.
In my experience, very annoying latency, even when trying to preview documents. As a result, folks in my office often try to save locally as opposed to storing in the cloud.
I orginally signed up for NDMax. However, it would only process one document at a time. I am not a transactional firm, so, in my opinion, this was essentially worthless.
Overall, it is not as stable as other software. Some errors could not be fixed, such as a form going forward without approval because a user pressed "enter" twice in a row.
I probably only use 20% of the functionality. Beyond that, I'd have to pay for development. We did that once, and the project that we paid for never was implemented. They allowed us to request a design before my time that was so complicated that they never got it to work. Once I came on board, I implemented a much simpler solution.
Our upgrade took much, much longer than expected, and was disrupted by so many software issues.
We are definitely renewing our SmartSearch. This is the only place all of our companies contracts and regulatory filings are kept. Our company would lose track of all expiring contracts if we did not renew. We would also need to spend many hours figuring out a new organizational system for all of our files, as well as savings the documents from SmartSearch onto the computer.
The product is simple to learn and adheres to well-known web user protocols. The NetDocuments team spends a lot of time talking to customers regarding how to improve their interface, and are pretty quick about implementing good ideas. The system is reliable and repeatable, and similar functions are laid out consistently and in formats that users are used to.
The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.
NetDocuments is a performant web app. It is reliable and provides all the functionality of a sophisticated document management system. It also can serve, through its APIs, as a base system for other applications, which enhances its value. Other vendors find the company easy to work with, and it consistently seems to be the first to offer new features and technologies to its customers.
With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
I've never had to contact support, but I won't give it a ten. We've had a few hiccups along the way, but nothing that couldn't be fixed within 24 hours.
Support is always extremely helpful and responsive. Whenever we have a question, it is simple contacting them and also setting-up an appointment, if necessary. Scheduling the appointment is easy and they are willing to talk on the phone, which is not always true with software companies. Their report support tools are also really east to use.
It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
WatchDox and WorldDox both provided what looked like similar features but too much of the technical requirements fall on the customer and they, at the time of my evaluation, were not true cloud products. They were client \ server-based product hosted in the cloud. If you do not know the difference, research until you do. iManger is a viable alternative if you are just not able to get the internet speed you need for NetDocuments. But heads up it is not the Swiss Army knife for security features like NetDocuments.
SharePoint and Square 9 Softworks are similar in some ways and totally different in others. They both do workflow, although Square 9 Workflow gives administrators more options. They both have a repository, although Square 9 GlobalSearch is more structured in terms of customization. Using field values allows for more exact search capabilites. Square 9 AI tools allows administrators to get the correct data off the page more precisely with less effort.
The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
Reduction in human error through manual data entry process now being automated
Reduction in cost due to automation allowing the function to not require a full time employee
Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)
