Documents Integration
Best AI Assistant for NetDocuments
Carly is an AI assistant that connects to NetDocuments so you can find documents, file emails into the right workspace, pull a specific version, and check profile metadata — all by email or text. No logging into NetDocuments to hunt for a file.
Try Carly →What Carly can do with NetDocuments
Find the right document by matter
Text or email Carly the client, matter, and document you need and she searches NetDocuments and sends back the right file with its workspace and profile details — no drilling through cabinets.
File emails into the correct workspace
Forward correspondence to Carly and she files it into the right client cabinet or matter workspace in NetDocuments with the proper profile metadata, so nothing ends up misfiled.
Pull a specific version
Ask Carly for the latest — or a particular — version of a document and she reads the version history in NetDocuments and returns the exact one you need.
Check profile metadata on a document
Ask Carly which client, matter, author, or document type a file is profiled under and she pulls the metadata from NetDocuments so you can confirm it's filed correctly.
Why legal teams are using AI to work in NetDocuments
NetDocuments is the cloud document and email management system that law firms and professional services run their matters on. It holds documents, folders, workspaces and cabinets, profile metadata, and every version of every draft. The system is powerful, but finding the right document — the latest redline of the settlement agreement, the executed version of a lease, the memo filed under the wrong client — often means clicking through cabinets and profiles until you land on it.
AI tools for NetDocuments should let you ask for a document the way you'd ask an assistant: by matter, by client, by document type, by which version you need. When retrieving the current draft takes one message instead of five clicks and a saved search, the DMS actually saves time instead of costing it.
How Carly works as your AI NetDocuments assistant
Carly connects to your NetDocuments account through the API. Once connected, you find, file, and check documents over email or text — like messaging a records clerk who knows exactly where everything lives.
Looking for the latest version of a contract? Text Carly the matter and document name and she pulls it from the right workspace, with the version and profile details. Just got a signed engagement letter by email? Forward it to Carly and she files it into the correct client cabinet with the right profile metadata. Not sure which version is current? Ask Carly and she lists the versions on a document so you grab the one you need.
Because Carly works from outside NetDocuments, she can line up your document work with your email and calendar — pulling the executed version of an agreement alongside the deadline it relates to, or filing a forwarded email into the matter it belongs to without you opening the DMS.
Who uses Carly with NetDocuments
Attorneys who need the right document in front of them fast, whether they're in a deposition, in court, or on a call. Paralegals who spend hours filing correspondence and pulling versions across matters. Legal IT and records teams who want documents landing in the correct cabinet with clean profile metadata instead of misfiled in a personal folder. If your firm lives in NetDocuments but the search-and-file grind slows everyone down, Carly does the retrieving and filing while you focus on the matter.
See it in action
How to connect NetDocuments to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect NetDocuments
Authorize the NetDocuments integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in NetDocuments. She handles the rest.
Automate NetDocuments in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for NetDocuments?
Carly is an AI assistant that connects to NetDocuments and lets you find documents, file emails into the right workspace, pull specific versions, and check profile metadata — all by email or text. She works from outside NetDocuments so you can retrieve and file documents without opening the DMS.
Can AI find documents in NetDocuments for me?
Yes. Text or email Carly the client, matter, and document you're after and she searches NetDocuments and returns the right file with its workspace and profile details. You describe what you need in plain language instead of building a saved search.
How do I connect Carly to NetDocuments?
In your Carly dashboard at carlyassistant.com/integrations, connect NetDocuments with your API key. Once connected, Carly can search documents, file emails, pull versions, and read profile metadata from your NetDocuments account.
Can Carly file emails into the right NetDocuments workspace?
Yes. Forward correspondence to Carly and she files it into the correct client cabinet or matter workspace with the right profile metadata, so documents land where they belong instead of in a personal folder.
Can Carly pull a specific version of a document?
Carly reads the version history on a document in NetDocuments and returns the version you ask for — the current draft, the executed copy, or an earlier version for comparison — by email or text.
Is Carly different from NetDocuments's built-in workflows?
Yes. NetDocuments workspaces and rules organize documents inside the platform. Carly is an external assistant you email or text — she gives you on-demand retrieval and filing from anywhere without logging in. She also connects NetDocuments to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."