A recent webinar highlighted the ways integrating data from multiple sources helps to remove friction from legal workflows. It focused on the NetDocments integration with Litera, with some concrete examples of the benefits of integration between systems.
The webinar featured three experts from Litera and NetDocuments:
Vanessa Butler Davis, Vice President, Workspace Products, Litera
Matthew Roberts, Senior Product Manager, Litera
Josh Moore, Solutions Expert, NetDocuments
The full webinar, "How Integrating Technologies Enables Seamless Workflows," can be viewed on Litera's website.
What are the benefits of Integration?
Organizations have a lot of software built into their operations. Often different systems are used in the same workflows. The goal of integrations like the Litera and NetDocuments integration is to enable those systems to share data and functionality, which makes the user's workflow more seamless.
Josh Moore pointed out the main benefits of that more integrated workflow: It minimizes the disruptions and distractions that would otherwise occur as users switch back and forth between their applications; it increases productivity by speeding up the work while minimizing workflow-related stress; and in the process, it turns documents into assets that can be leveraged in collaborative processes.
How do NetDocuments and Litera work together?
NetDocuments helps organizations store, manage, and organize documents in a secure cloud-based environment. The value of NetDocuments lies in the organization of documents, the search experience, and version control. Moore demonstrated customization capabilities, which allow a user to create to-do lists, favorites, and other tools to personalize document collections and organize them around matters, document types, and tasks, all while tracking versions of documents over their lifecycles. Document creation is integrated with Microsoft Word, so that Word documents saved into NetDocuments automatically are assigned the appropriate metadata for the task.
Litera Compare is a tool that shows users the changes between any two versions of documents, an important capability in legal workflows. It is fully integrated with Microsoft Office as well. Matthew Roberts demonstrated the integration of Litera Compare with NetDocuments. From within NetDocuments, Roberts showed how documents selected could be easily compared with Litera Compare from within the NetDocuments environment. Comparison results can be saved back into NetDocuments. The availability of a browser-based version of Litera Compare means that users can work on the documents even if they are not on their Windows-based device – it can be accessed from a Mac or a tablet as well.
Vanessa Davis also described the interplay between NetDocuments and Litera Transact, Litera's deal management solution. The Transact platform brings all the tasks and checklists from a deal into a single workflow, and it enables a secure, centralized collaboration between all the stakeholders in a transaction.
The whole is greater than the sum of the parts
All three of the applications demonstrated here – NetDocuments, Litera Compare, and Litera Transact – handle important parts of transactional lawyers' workflows. What the integration of these tools accomplishes is that the lawyers can seamlessly move between the data and functions of each of the platforms without interrupting their workflow.