Enterprise operations professionals in legal, procurement, and IT face significant challenges when it comes to efficiently searching, researching, and extracting insights from their NetDocuments repositories. Manual processes are slow, error-prone, and often result in missed opportunities or compliance risks. Tonkean's "Search NetDocuments Agent" template empowers organizations to automate and orchestrate these critical workflows, delivering unified insights across all NetDocuments entities—including Clients, Custom Attributes, Documents, Folders, Matters, Users, and Workspaces.
Imagine a legal operations team needing to quickly locate all documents related to a specific client or matter. Traditionally, this would require manual searches across multiple NetDocuments modules, risking incomplete results and wasted time. With Tonkean's automation platform, the Search NetDocuments Agent can instantly query and aggregate data from all relevant entities, presenting a comprehensive view in seconds. This not only accelerates legal research but also ensures accuracy and compliance.
Legal teams often need to generate reports on document status, user activity, or matter progress for audits or compliance reviews. The Search NetDocuments Agent leverages Tonkean's intelligent request classification and process optimization features to automate these research tasks. For example, a compliance officer can trigger a workflow that compiles all documents tagged with specific custom attributes or identifies users who accessed sensitive folders—without manual intervention.
Tonkean excels at integrating with your existing tech stack. The Search NetDocuments Agent can be configured to work alongside tools like Microsoft Teams, Slack, or email. For instance, a procurement manager can request a summary of all contracts stored in NetDocuments via Slack, and Tonkean will deliver the results directly in the channel, leveraging its Slack intake and email intake connectors. This seamless orchestration eliminates silos and improves cross-departmental collaboration.
When onboarding new clients or managing matters, legal operations teams need to quickly gather all related documents, workspace details, and user permissions. The Search NetDocuments Agent automates this process by pulling together all relevant entities and presenting them in a unified dashboard or report. This capability is especially powerful when combined with Tonkean's custom portals and no-code process builder, enabling non-technical users to create or modify workflows as business needs evolve.
A global law firm uses Tonkean's Search NetDocuments Agent to automate the review of all documents associated with high-priority matters. By integrating NetDocuments with Tonkean, the firm can automatically flag documents for review based on custom attributes, notify responsible attorneys via Teams, and track review progress in real time. This not only reduces manual workload but also improves compliance and turnaround times.
Tonkean's agent can automatically generate and distribute reports on NetDocuments usage, document status, or matter progress to stakeholders across legal, procurement, and IT. By leveraging Tonkean's data source integrations and process optimization, organizations gain actionable insights that drive better decision-making and continuous improvement.
Learn more about how Tonkean can transform your legal operations with LegalWorks, or explore our automation platform to see how you can orchestrate end-to-end processes across your enterprise tech stack.
