Pick NetDocuments over LexWorkplace if your firm will put document automation and NetDocuments’ wider AI tools to work, and pick LexWorkplace if you want the document and email management and none of the rest. Both are cloud systems built around the matter, and on the core rows below they match. The differences that matter are price transparency, contract term, and how much of the Office and Outlook integration a Mac user gets.
Overview
| Feature | NetDocuments | LexWorkplace |
|---|---|---|
| Cloud ApplicationIs the application natively cloud-based? | ✓ Yes | ✓ Yes |
| OrganizationHow are files, folders and data organized? | By Cabinet / Workspace | By Client / Matter |
| Server to MaintainDoes your firm need to maintain a server to use the software? | No | No |
| Windows & Mac SupportDoes the software work on both Windows and Mac OS, without Parallels/virtualization? | Web app: Windows and Mac. Office add-in: Windows only | Windows and Mac |
| Storage IncludedHow much storage is included by default, without having to pay for more? | Not published | 1 TB (Core) · 2 TB (Advanced) |
| Built Specifically for Law FirmsWas the software designed specifically for law firms? | ✓ Yes | ✓ Yes |
| Transparent PricingDoes the company provide clear, publicly-available pricing? | ✗ No | ✓ Yes |
| Contract TermWhat is the commitment? Are you stuck with the product if you do not like it? | Typically annual or multi-year | Month-to-Month |
| Software UpdatesAre updates automatic, or does every user need to update on every computer? | Automatic (platform); desktop add-ins update per machine | Automatic |
Migration & Support
| Feature | NetDocuments | LexWorkplace |
|---|---|---|
| Third-Party Consultant RequiredDoes implementation, training and support require you to hire a third-party reseller / consultant? | Direct or via certified partner | |
| Migration Performed ByWho handles the conversion and migration of your firm's data? | NetDocuments or a certified partner | LexWorkplace(Uptime Legal) |
Features
| Feature | NetDocuments | LexWorkplace |
|---|---|---|
| Store & Manage DocumentsStore, organize and manage documents within the software. | ✓ Yes | ✓ Yes |
| File Size LimitMax size for individual files / documents. | 50GB (files over 2GB aren’t full-text indexed or OCR’d) | 5GB |
| Email Management / Outlook IntegrationSave emails to a matter from within Microsoft Outlook. | Full add-in: Windows. Web add-in: any OS | Outlook for Windows & Mac |
| Automatic / Integrated OCRBuilt-in OCR for all documents stored in the software. | ✓ Yes | ✓ Yes (Advanced plan) |
| Full-Text SearchSearch across the content of all documents and email. | ✓ Yes | ✓ Yes |
| External SharingSecurely share documents with outside parties. | ✓ Yes | ✓ Yes |
| Document Version ManagementAutomatic versioning, review prior document versions. | ✓ Yes | ✓ Yes |
| Document Profiling & TaggingApply custom document types, statuses and tags. | ✓ Yes | ✓ Yes |
| Document Check-Out / InCheck documents out to keep them locked from editing. | ✓ Yes | ✓ Yes |
| Favorite & Recent DocsQuick access to recent and favorite documents. | ✓ Yes | ✓ Yes |
| One-Click Open, Edit & SaveOpen and edit documents with a single click. | Yes (Windows); limited on Mac | ✓ Yes |
Security
| Feature | NetDocuments | LexWorkplace |
|---|---|---|
| User & Group PermissionsDefine who can (and cannot) access certain matters and data. | ✓ Yes | ✓ Yes |
| Data Encryption in TransitYour data is encrypted in transit (on the Internet). | ✓ Yes | ✓ Yes |
| Data Encryption at RestYour data is encrypted at rest (on the server). | ✓ Yes | ✓ Yes |
| Native Two-Factor AuthenticationTFA / MFA for additional data security (optional). | ✓ Yes | ✓ Yes |
| Built-In Geographic RedundancyData automatically backed up to multiple data centers / regions. | ✓ Yes | ✓ Yes |
Options
| Feature | NetDocuments | LexWorkplace |
|---|---|---|
| Exchange Email IncludedHosted Exchange email service included / available. | ✗ No | Optional |
| Additional IT SupportExtended / unlimited IT support for your law firm. | ✗ No | Optional |
So which should you pick?
NetDocuments is the right call for a firm with offices in more than one country or a practice group that will build document automation. It’s also the right call if you’re leaving Worldox or eDOCS and want the path your own vendor is offering.
LexWorkplace is the better fit for the firm that wants documents and email in one matter-centric system, a price it can see before the sales call, and a migration the vendor handles.
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