Document Management

    NetDocuments vs SharePoint

    Compare NetDocuments and SharePoint for law firm document management. Legal-specific DMS vs general collaboration platform for legal practices.

    Quick Comparison

    FeatureNetDocumentsSharePoint
    Built for LegalYesNo (general purpose)
    Ethical WallsBuilt-inRequires customization
    Additional CostSeparate subscriptionIncluded with M365
    Legal MetadataNative (matter/client)Requires configuration
    CollaborationGoodExcellent
    SearchLegal-optimizedGeneral (powerful)
    ComplianceLegal compliance built-inGeneral compliance tools

    NetDocuments

    NetDocuments is a cloud-native DMS built specifically for the legal industry with security, ethical walls, and compliance features tailored to law firm requirements.

    Best For: Firms needing a legal-specific DMS with compliance features

    Pricing: Custom pricing (~$20-40/user/month)

    Pros

    • Built for legal industry
    • Ethical walls and security
    • Legal-specific metadata and search
    • Compliance-focused

    Cons

    • Higher cost than SharePoint
    • Requires commitment to legal-specific tool
    • Learning curve for new users

    SharePoint

    SharePoint is Microsoft's general-purpose collaboration and document management platform, included with Microsoft 365 subscriptions. Some firms customize it for legal document management.

    Best For: Firms already heavily invested in Microsoft 365 who want to avoid additional DMS costs

    Pricing: Included with Microsoft 365 ($12.50-57/user/month for full suite)

    Pros

    • Included with Microsoft 365
    • Familiar Microsoft interface
    • Strong collaboration features
    • Highly customizable with Power Platform

    Cons

    • Not designed for legal workflows
    • No built-in ethical walls
    • Requires significant customization for DMS use
    • Security model not legal-specific

    Detailed Breakdown

    The NetDocuments versus SharePoint comparison highlights a fundamental question: should law firms use a purpose-built legal document management system or adapt a general-purpose collaboration platform for legal work?

    SharePoint, part of the Microsoft 365 ecosystem, is a versatile document collaboration and management platform that millions of organizations use across every industry. For law firms already paying for Microsoft 365 licenses, SharePoint is 'free' in the sense that it's included in most enterprise plans. SharePoint offers document libraries, version control, metadata tagging, search, and collaboration features like co-authoring and sharing. It integrates deeply with the Microsoft ecosystem — Teams, Outlook, OneDrive, Word, Excel — creating a familiar workflow for users already comfortable with Microsoft tools. However, SharePoint was not designed for the specific requirements of legal document management: it lacks native ethical walls, legal-specific security models, matter-centric organization, and compliance features like HIPAA or SOC 2 certifications that legal DMS platforms provide by default.

    NetDocuments is a cloud-native DMS built specifically for the legal industry. Every feature is designed around how lawyers work with documents: matter-centric workspace organization, ethical wall support, document-level security with granular permissions, full-text OCR search, version management optimized for legal editing workflows, and compliance certifications (SOC 2 Type II, HIPAA, ISO 27001). NetDocuments' security model assumes that every document is potentially sensitive and applies enterprise-grade protection by default — a fundamentally different approach from SharePoint's more permissive default sharing model. The platform's ndOffice integration provides save-to-DMS, filing, and profiling workflows within Microsoft Office applications, though some users find it slightly less seamless than SharePoint's native Microsoft integration.

    For firms with basic document storage needs, relatively simple security requirements, and existing Microsoft 365 investments, SharePoint can serve as an adequate document repository. For firms that handle sensitive client matters, require ethical walls, need legal-specific compliance certifications, or manage large document volumes with complex organizational structures, NetDocuments provides the security, structure, and legal-specific features that SharePoint cannot match without extensive (and expensive) customization.

    Key Differences

    Legal-Specific vs General

    NetDocuments understands legal concepts like matters, clients, and ethical walls natively. SharePoint requires customization to replicate these features, and the result is never quite as polished.

    Cost

    SharePoint is often 'free' since it comes with Microsoft 365. NetDocuments is an additional subscription. But the total cost should factor in SharePoint customization and ongoing maintenance.

    Compliance

    NetDocuments' compliance features are designed for legal requirements like data sovereignty, ethical walls, and audit trails. SharePoint can be configured for compliance but it is not the default.

    Pricing Deep Dive

    SharePoint is included in most Microsoft 365 business and enterprise plans, making it appear 'free' for firms already using Microsoft 365. However, the hidden costs include SharePoint configuration and customization (often requiring a consultant), ongoing maintenance, and the significant effort needed to build legal-specific features like ethical walls or matter-centric organization on top of SharePoint's generic framework.

    NetDocuments typically costs $30-50+ per user per month depending on tier and features. For a 25-attorney firm, that's roughly $9,000-$15,000 per year. While this is an additional expense beyond Microsoft 365, firms should weigh it against the cost of not having proper legal document security, the risk of ethical violations from inadequate information barriers, and the time attorneys spend navigating SharePoint's less-than-ideal document management workflows. Many firms that attempt to 'save money' with SharePoint end up spending more on consultants and workarounds than they would have on a dedicated DMS.

    When We Recommend Each

    NetDocuments

    Excels At: Firms needing a legal-specific DMS with compliance features

    We typically recommend NetDocuments for firms that prioritize built for legal industry and ethical walls and security.

    SharePoint

    Excels At: Firms already heavily invested in Microsoft 365 who want to avoid additional DMS costs

    We typically recommend SharePoint for firms that prioritize included with microsoft 365 and familiar microsoft interface.

    Migration Considerations

    Migrating from SharePoint to NetDocuments is one of the most common DMS migration paths we see, and it's typically motivated by firms outgrowing SharePoint's capabilities or needing legal-specific security features.

    The migration involves mapping SharePoint's library and folder structure to NetDocuments' workspace-based organization, transferring documents with metadata preservation, and configuring security permissions and ethical walls in NetDocuments. One of the biggest challenges is cleaning up years of inconsistent folder structures and naming conventions that tend to accumulate in SharePoint. Big Mode Consulting often recommends using the migration as an opportunity to standardize document organization and implement consistent naming conventions. Timeline is typically four to eight weeks for a mid-size firm, depending on document volume and the state of the existing SharePoint environment.

    Frequently Asked Questions

    Need Help Deciding?

    We help law firms evaluate, implement, and migrate between platforms every week. Book a free consultation and we will give you an honest recommendation.