At Agentic Law, we are certified UK NetDocuments implementation, migration, and AI specialists. We help law firms deploy the world's #1 trusted cloud DMS — and unlock the full power of their institutional knowledge.
Security & Compliance
NetDocuments isn't just where your documents live. It's the connected intelligence layer that maps every matter, every document, every email, and every relationship across your firm.
In May 2026, NetDocuments unveiled the Context Graph — the legal industry's first knowledge infrastructure that continuously maps how every matter, document, and communication connects across hundreds of millions of records, while respecting your firm's existing permissions and ethical walls.
This changes everything. AI agents now work from your firm's real institutional knowledge — not from documents uploaded to a standalone tool. Search means understanding meaning, not matching keywords. Every matter starts with clarity, not a blank page.
As Agentic Law, we are certified to deploy, configure, and optimise this entire platform for your firm.
The platform trusted by over 7,000 organisations worldwide — purpose-built for legal from day one. At Agentic Law, we've seen why firms choose it again and again.
For over 25 years, NetDocuments has been the world's #1 trusted cloud-native document management system built specifically for legal professionals. Unlike legacy on-premises systems retrofitted for cloud, every layer of NetDocuments — from its architecture to its AI — was designed for the cloud from day one.
Predictable monthly pricing with zero capital expenditure. No patching, no maintenance, no upgrade projects.
Your documents are always available, from any device, anywhere. Backed by industry-leading SLAs.
New capabilities deploy automatically — no upgrade projects, no downtime, no IT overhead.
When disruption hits, cloud firms keep working. Immutable version history and rapid recovery always available.
Announced May 2026, the Context Graph is the legal industry's first knowledge infrastructure that understands how your firm's work connects. It continuously maps the relationships among every matter, document, communication, and person across your entire repository.
Every matter, document, email, and relationship mapped across hundreds of millions of records.
Respects all existing permissions and ethical walls. Zero leakage.
Search by meaning, not keywords. Ask questions in natural language.
AI works from your real institutional knowledge, not uploaded documents.
When a partner retires or a fee earner leaves, their knowledge stays.
“You cannot retrofit this. It has to be built into the core.”— Dan Hauck, Chief Product Officer, NetDocuments
“Legal data is fundamentally different. Unlocking its meaning requires understanding it as a connected whole.”— Josh Baxter, CEO, NetDocuments
The Context Graph is built in partnership with AWS and Elastic for enterprise-grade scale. Gartner named context engineering a strategic priority. Foundation Capital called context graphs “the next defining shift in enterprise AI.”
| Feature | NetDocuments | Legacy On-Prem DMS | Generic Cloud DMS |
|---|---|---|---|
| Cloud-native architecture | ✓ Built cloud-first | ✗ Retrofitted | ~ Generic, not legal-specific |
| Legal-specific design | ✓ Purpose-built for legal | ✓ Legal-specific | ✗ Horizontal/generic |
| Context Graph | ✓ Industry-first | ✗ Not possible | ✗ Not possible |
| AI within security boundary | ✓ Data never leaves the DMS | ✗ Requires external upload | ✗ Requires external upload |
| Microsoft 365 integration | ✓ Unmatched depth | ~ Limited | ~ Basic |
| Ethical walls & governance | ✓ Native, granular | ~ Bolt-on | ✗ Minimal |
| 25+ years legal expertise | ✓ | ✓ | ✗ |
As Agentic Law, your certified NetDocuments partner, we deliver the full spectrum of services your firm needs — from initial deployment through to AI-powered automation and ongoing adoption.
Full deployment: design, configuration, go-live, adoption.
At Agentic Law, we know that deploying a DMS is one of the most significant technology decisions your firm will make. Get it wrong, and you'll spend years working around poor configuration. Get it right, and your firm gains a productivity engine that compounds value daily.
What Our Implementation Includes:
Our 12-Point Implementation Checkpoint Framework:
Secure, audited migration from iManage, Worldox, Documentum, file shares.
Data migration is the highest-risk part of any DMS project. Our Agentic Law team has mastered a proven 9-phase methodology that ensures every document, every version, and every permission arrives correctly.
We Migrate From:
Our 9-Phase Migration Methodology:
| Phase | What Happens |
|---|---|
| 1 | Design & Build — Source data analysis, metadata/attribute mapping, transformation rules, cabinet structure design |
| 2 | Extraction — Extract documents and metadata from source system using certified tools |
| 3 | Transformation — Apply mapping rules in SQL database — folder structures, client/matter mapping, metadata normalization |
| 4 | Test Migration — Full migration into a Test Cabinet — validate, audit, iterate. Throw-away run. |
| 5 | Alpha Migration — Full production import. Veil Groups restrict access until go-live sign-off. |
| 6 | Delta Migration — Process only changes since Alpha — capture work-in-progress during transition. |
| 7 | Go-Live — Veil Groups removed. Full access activated. Users start working in NetDocuments. |
| 8 | Audit — Exception reporting, compliance documentation, full reconciliation against source. |
| 9 | Post-Migration — Decommission source system, archive backups, finalise documentation. |
Tools We Use:
Risk Mitigations We Build In:
Deploy ndMAX, Context Graph, PatternBuilder MAX, and Copilot integration.
The most important strategic decision in legal AI isn't which AI tool to buy. It's where your AI runs. NetDocuments' philosophy is simple: rather than taking your content to AI, we bring AI to your content.
What this means: Your documents never leave the security boundary of your DMS. AI processes your data inside the same permission-governed environment that protects it every day. No data retention by AI vendors. No training on your content. No ethical wall breaches.
The ndMAX AI Suite Agentic Law Deploys:
"AI customers ask the Legal AI Assistant an average of 4 times per week"
"An app built with the AI App Builder could save over 1,500 hours of work a year." — Jared Gullbergh, Buchanan
80% of law firms have adopted AI (up from 37% in 2024). The question isn't if — it's how securely.
Microsoft 365, Outlook, practice management, and API integration.
Your fee earners don't want to learn a new interface. They want to work in Word, Outlook, and Teams — and have documents file themselves. That's exactly what Agentic Law delivers.
| Integration | What It Delivers |
|---|---|
| Microsoft 365 (ndOffice) | Native Word, Excel, PowerPoint integration. File, open, version, and co-author from within Office apps |
| Outlook (ndMail) | One-click email filing with AI-assisted matter suggestions. Profile and file emails without leaving Outlook |
| Microsoft Teams | Access NetDocuments workspaces directly in Teams channels. Copilot integration for natural language queries |
| Practice Management Systems | Two-way sync with elite, Proclaim, Clio, Lexzur, and other PMS platforms |
| Power Automate | Automated workflows connecting NetDocuments to 150+ business applications |
| DocuSign | Native e-signature integration — send for signature without leaving NetDocuments |
| Custom API | REST API for bespoke integrations with bespoke business systems |
"Competitors simply could not match what NetDocuments was offering in the way of these Microsoft integrations." — Senior Corporate Counsel, Biotech Company
Ethical walls, DLP, encryption keys, access governance.
At Agentic Law, we know UK law firms face the strictest regulatory environment in legal history. The SRA, GDPR, LCS (Legal Privilege), and growing client scrutiny demand a document management platform with security that's not bolted on — it's structural.
Ethical Walls & Access Governance:
Data Loss Prevention (DLP):
Encryption Architecture:
Ransomware Protection:
Audit & Compliance:
Role-based training, train-the-trainer, ongoing optimisation.
The #1 reason DMS deployments fail isn't technical — it's adoption. At Agentic Law, we've seen firms spend six figures on implementation only to have fee earners continue saving documents to their desktop. Our training approach is built to prevent that.
Our Training Approach:
At Agentic Law, we don't improvise. Every engagement follows our structured 5-phase delivery framework, refined across multiple implementations and aligned with NetDocuments' official partner methodology.
What Happens:
Deliverables:
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For UK law firms, security isn't a feature — it's the foundation. NetDocuments was built from the ground up with a Zero Trust security model, and at Agentic Law, we configure every layer to meet your firm's specific regulatory and client requirements.
NetDocuments holds the industry's most comprehensive security certifications:
Your data stays in the UK. NetDocuments operates three datacentre facilities in the United Kingdom, ensuring:
Every document is protected by multiple layers of encryption:
NetDocuments includes a circuit breaker that automatically detects ransomware-style mass upload patterns and halts them before damage spreads. Immutable version history ensures originals survive any attack.
Rapid point-in-time recovery is always available.
From the senior partner to the new trainee, every role benefits from a properly deployed document management system. At Agentic Law, we tailor every deployment to the people who use it.
What You Care About: Firm reputation, client retention, risk mitigation, and competitive positioning.
What You Care About: Operational efficiency, budget predictability, process standardisation, and measurable ROI.
What You Care About: Finding documents fast, working in tools you already know, less admin, more billable time.
What You Care About: Security architecture, integration depth, admin overhead, vendor reliability, and compliance.
What You Care About: Filing documents quickly, finding things easily, supporting fee earners without friction.
Agentic Law is a UK-based NetDocuments Certified Partner specialising in implementation, migration, AI deployment, and systems integration for law firms and legal departments.
We believe that document management is not an IT project — it's a transformation of how your firm creates, manages, and leverages its collective knowledge. Done right, it changes how your firm works.
At Agentic Law, we start with your firm's workflows, not our technology stack. We design solutions around how your fee earners actually work. We measure success by adoption rates, not go-live dates. And we stay engaged long after deployment to ensure your investment compounds value.
Tell us about your firm and what you're trying to achieve. Contact Agentic Law today and we'll respond within one business day.
Trusted by the World's Leading Law Firms
As Agentic Law builds its UK client base, the NetDocuments platform we deploy serves over 7,000 organisations worldwide.