Legal · Available
NetDocuments for Claude, ChatGPT and Copilot
What was added to a client workspace since Monday? Where is the most recent draft of the brief? With NetDocuments connected, lawyers and support staff can ask Claude, ChatGPT or Copilot questions like these, and find emails filed through ndMail or workspaces for long closed matters. Cabinet and workspace access carries over, and filing or profile changes are shown before saving. Firms start with a guided pilot covering the cabinets they choose.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask NetDocuments?
Questions from paralegal, litigation partner, legal assistant and others, answered from live NetDocuments data and only for the people allowed to see them.
Records it works with
- Cabinets
- Workspaces
- Folders
- Documents
- Filed emails
- Versions
- Paralegal
“Which documents were added to the Ferris Holdings workspace since Monday?”
- Litigation partner
“Find the most recent draft of our reply brief in the Quarry Road matter.”
- Legal assistant
“Which emails were filed through ndMail to the Osei estate workspace this month?”
- Knowledge manager
“Which templates in the Firm Forms cabinet were changed this year?”
- Records manager
“Which workspaces belong to matters closed more than seven years ago?”
- Associate
“What did the latest version of the Linden settlement agreement change from the one before?”
Changes, governed
What the assistant can prepare in NetDocuments
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to NetDocuments under a named person.
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File an email to a matter workspace
The person confirms the workspace; filing to a matter they cannot already open is never offered.
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Update profile attributes such as client, matter and document type
The person confirms the values, and changing the client or matter on a filed document needs the records manager to approve.
-
Create a folder inside a matter workspace
A folder inside a workspace the person already works in is created once they confirm its name.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for NetDocuments
Profile attributes decide where a document lives and who may open it, so a wrong client or matter value can expose a file. The assistant follows your cabinet and workspace access, shows every filing before it happens, and sends client or matter changes to the records manager. Firm risk staff can review which workspaces each person asked about.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the NetDocuments records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How NetDocuments gets connected
We connect NetDocuments for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the NetDocuments questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your NetDocuments administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
NetDocuments questions
Does the assistant follow NetDocuments access rights?
Yes. The integration user reaches only the cabinets you include, and mcpbizapps roles follow the matter access and ethical walls your firm applies, so nobody reaches a workspace through the assistant that they could not open themselves.
Can it read emails filed with ndMail?
Yes. Emails filed to a workspace are documents like any other, so the assistant can list them by date or sender and summarize a thread for people allowed to see that matter.
Will it change client or matter attributes on documents?
Only with approval. Client and matter attributes control where a document lives and who can see it, so the assistant prepares the change and the records manager approves it before it is saved.
Does mcpbizapps keep a copy of our NetDocuments data?
No. When someone asks a question, mcpbizapps reads the answer live from NetDocuments through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
NetDocuments is a trademark of its owner. mcpbizapps is not affiliated with NetDocuments; the name describes the connection only.
Related
Often connected alongside NetDocuments
Part of Work, content and legal: Projects, knowledge, files, content, contracts and matters.
Start
Bring NetDocuments into your AI assistant
Tell us how your team uses NetDocuments, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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