Integration · Legal
AI agents for NetDocuments
Search the firm's NetDocuments cabinets, read document profiles.
- Actions
- 9
- Read
- 8
- Write
- 1
Actions
What your agents can do in NetDocuments
Search the firm's NetDocuments cabinets, read document profiles (name, type, size, dates, client and matter, versions), browse folders and workspaces, see recent documents and workspaces, look up clients and matters, and add folders, in the data centre where the firm's repository lives.
Read 8
Look things up. Nothing changes.
Who am I
Reads the signed-in NetDocuments user.
List cabinets
Lists the cabinets the signed-in user can use.
Search documents
Searches one or more cabinets with NetDocuments search syntax.
Get a document's profile
Reads one document's profile by its ID (like 4847-8812-3422), not its contents.
List a folder or workspace
Lists what is in a folder, workspace or other container (by its ID): documents and subfolders, newest change first, 50 at a time.
Recent documents
Lists the signed-in user's recent documents: all, or only those they edited, added or opened.
Recent workspaces
Lists the workspaces (client and matter spaces) the signed-in user visited most recently.
Look up clients or matters
Lists entries of a repository's lookup table, such as clients or matters.
Write 1
Create, change or send.
Add a folder
Adds a folder with a name inside a folder or workspace (by its ID), or at the top of a cabinet.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with NetDocuments and approve access (OAuth).
Settings
- Data centre
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your NetDocuments data
Ask a question in plain words. The agent can list cabinets, search documents or get a document's profile in NetDocuments, then answers with what it found.
- 02
Let an agent update NetDocuments
Have the agent add a folder in NetDocuments as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent NetDocuments and Slack: it can list cabinets in NetDocuments and post a summary to a Slack channel in the same run.
Works well with
More Legal tools
- Clio21 actionsFind and open matters, add contacts, tasks, notes, time entries, calendar entries and communications, and read bills, documents and the firm's people in Clio Manage, in the region where the firm's account lives.
- MyCase16 actionsFind and open cases, add people, tasks, events, notes and time entries, and read invoices, case documents and the firm's staff in MyCase (API access comes with MyCase Advanced).
- PracticePanther16 actionsFind and open matters, look up and add client accounts, add tasks, events, notes and time entries, and read invoices and the firm's users in PracticePanther.
- Actionstep16 actionsFind and open matters, look up and add contacts, add tasks, appointments, file notes and time entries, and read bills and matter documents in Actionstep, in whichever region the firm's Actionstep lives.
- Filevine16 actionsFind and open projects (cases), look up and add contacts, add tasks, notes and time entries, and read appointments, billing items, invoices, documents and users in Filevine, in the US, Canada or the government cloud.
- BoldSign8 actionsSend documents for e-signature with BoldSign, from a template or from PDF links, list and read documents and their signers' status, list templates, remind signers and revoke documents.
FAQ
NetDocuments and MyDeepAgents
Can MyDeepAgents connect to NetDocuments?
Yes. The NetDocuments connector has 9 actions: 8 read and 1 makes changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect NetDocuments?
Sign in with NetDocuments and approve access (OAuth). The connection also asks for: Data centre. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in NetDocuments without asking?
Only if you let it. Its one action that changes data can be set to wait for a person's approval before it runs.
Can I use NetDocuments in workflows as well as agents?
Yes. Every NetDocuments action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put NetDocuments to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.