Seamless integration. Enterprise-grade automation. One unified workspace.
Supercharge NetDocuments with Powerful Document Automation
Bring enterprise-grade automation into your NetDocuments workspace. Draft faster, reduce errors, and file documents perfectly every time, without leaving the platform you
already trust.
Why Combine XpressDox and NetDocuments?
NetDocuments is the gold standard for secure document management. XpressDox is built for sophisticated document automation at scale. Together, they deliver an end-to-end solution for your document lifecycle, from intelligent creation to secure storage, in a single, familiar workspace.
Key Business Benefits
Unlock greater efficiency, accuracy, and security with a unified workflow that streamlines drafting, eliminates manual steps, and keeps every document protected within NetDocuments.
One Workspace, No Switching Apps
Work entirely within NetDocuments. Assemble, profile, and store documents without moving between systems.
No manual uploads
Faster Drafting, Fewer Errors
Turn hours of drafting into minutes with automation that applies your firm’s rules, clauses, and formatting every time.
Generate complete document sets from a single questionnaire
Secure and Compliant by Design
Documents never leave your secure NetDocuments environment.
Uses your existing ND access controls and permissions
Book a Demo Today
Discover how XpressDox can streamline your document workflows and improve your firm’s productivity.
Integration Highlights
Built with the philosophy of making automation feel native to NetDocuments, not bolted on.
Launch Automation from Within NetDocuments
Run templates directly from ndOffice or the web client. Filter by workspace, cabinet, or role so users only see what’s relevant — starting automation exactly where the document will live.
Metadata-Driven Automation
Pull NetDocuments profile fields (Client, Matter, Document Type, Custom Metadata) straight into XpressDox templates to pre-populate fields, eliminate double entry, and keep metadata consistent firm-wide.
Auto-Save & Auto-Profile
Documents save directly into the right workspace with the correct file name, version, and metadata, no manual profiling.
Example: MatterNumber_PartyName_AgreementType_Date.docx – always applied automatically.
Supports Multi-Document Workflows
Generate and file multiple documents in one run — from matter opening packs to
transaction bundles — and optionally send them for signature via DocuSign or Adobe Sign, all in one process.
Integrates with Your PMS & CRM
When paired with XpressDox integrations for Aderant, Elite 3E, Affinity, or Dynamics CRM,
data flows seamlessly:
PMS/CRM → XpressDox → NetDocuments
Your ND workspace becomes the single source of truth for all final outputs.
Built for Complex Legal Workflows
Handle automation tasks basic tools can’t:
- Advanced conditional logic and clause libraries
- Data integration from multiple systems
- Bulk document generation for high-volume work
- Flexible deployment to fit your IT environment
Quick to Deploy, Easy to Adopt
Get up and running fast with our proven NetDocuments connector.
- Simple configuration with full support from XpressDox
- Works in the tools your team already uses
- Minimal training, most users are productive on day one
Works Cloud-Natively
Operates entirely within your existing NetDocuments cloud tenancy, no sync utilities, local storage hacks, or middleware. Always aligned with ND’s cloud architecture and quick to adopt API updates.
See It in Action
Experience how XpressDox and NetDocuments work together to transform your document workflow.
Tailored demo to fit your firm’s needs
Real-world use cases of XpressDox And NetDocuments
Deployment and integration walk-through
Ready to streamline your document creation and management in one place?
See how XpressDox can transform your firm’s efficiency, streamline document automation, and boost your bottom line.