NetDocuments holds the documents behind your matters. With your approval, an agent can fetch a playbook or template, read a contract it is asked to review and file its marked-up draft in the matter workspace. It can also pick up a document dropped into a watched folder and start the next step in the workflow. Each of these uses is scoped and agreed with your administrator.
Another everyday use is checking that a matter is complete. Before a closing or filing, an agent can compare the folder against your checklist and list what is missing. A paralegal then decides what to chase. That keeps document hygiene in people's hands and the checking in the agent's.
Document access should follow the way your firm already protects client information. We ask that agents see only the workspaces they need and nothing wider. Reads and writes are logged against the matter, and anything the agent files is marked as a draft until a lawyer approves it.
Where should agent drafts live, and who is allowed to move them? How should versions be named? What should happen if the same document is edited by a person and an agent at once? Answer these before launch and your lawyers will trust the filing from the first week.