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AI automation inside NetDocuments.

Keep NetDocuments. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
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Product in action

One email in. Filed, tasked and answered.

AI automation for NetDocuments means reviewed AI agents working inside NetDocuments: filing documents to the right client, raising the task and drafting the reply. It works through NetDocuments's own ndConnect, ndMAX and Workspaces. Your data stays in NetDocuments.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through NetDocuments and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Cross-system matter briefings using permitted documents✓
Client correspondence drafts grounded in approved sources✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
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First workflows

First workflows worth automating in NetDocuments.

Each one has a trigger inside NetDocuments, a reviewed AI step, and a person on the approval.

  • 01 Cross-system matter briefings using permitted documents
  • 02 Client correspondence drafts grounded in approved sources
  • 03 Document filing and metadata suggestions for review
  • 04 Matter handover packs across documents and email
  • 05 Action lists from authorised matter content and meetings
Product-specific AI

AI workflows that speak NetDocuments's language.

Horizon can orchestrate a governed workflow across NetDocuments, the matter system and Microsoft 365 while using NetDocuments' native AI connection where it is already the right tool.

Access first

NetDocuments already provides native ndConnect and an enterprise MCP path. Separate REST API access is not included automatically, so the customer must confirm entitlement and register the application. Check the official integration documentation.

NetDocuments modules we work inside
ndConnectndMAXWorkspacesREST APIMCP
Often paired with

Software we build NetDocuments workflows alongside.

iManage logoiManage AI automationAnnature logoAnnature AI automationActionstep logoActionstep AI automationClio logoClio AI automationInfoTrack logoInfoTrack AI automation
Where to next

NetDocuments sits at the centre of legal and conveyancing teams.

Industry

AI automation for law firms and conveyancers

The full legal and conveyancing stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

NetDocuments AI automation, answered.

Can AI handle cross-system matter briefings using permitted documents in NetDocuments?
Potentially. We first confirm what NetDocuments can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with NetDocuments features like ndConnect and ndMAX?
The workflow can be designed around ndConnect, ndMAX, Workspaces, REST API, but a product description alone does not prove direct access. We first confirm what your NetDocuments setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system.
Can Horizon AI integrate with NetDocuments?
NetDocuments already provides native ndConnect and an enterprise MCP path. Separate REST API access is not included automatically, so the customer must confirm entitlement and register the application.
Does Horizon AI replace NetDocuments?
No. NetDocuments remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
Which legal and conveyancing workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside NetDocuments.

Tell us the NetDocuments job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.