Secure Mobile Workflows NetDocuments & the LINK Encrypted App

Stephen Baird, Sr. Solutions Expert, NetDocuments

Seth Hallem, CEO, CTO & Co-founder

Maureen Blando, Pres. & COO, Mobile Helix

NetDocuments – The Leading Cloud Platform for Legal IT

01 Company Timeline

98% retention | 40% YOY Growth

NetDocuments founded as

successor to SoftSolutions.

Our objective: Deliver Web-

scale, secure document

management.

1999Encryption Key

Management.

2013Email Filing Predictions to

support high retention, low

attorney time requirements.

2015

Compliance as a Service.

You inherit our ISO & SOC

certifications.

2005

Entity Extraction at Scale

with 20B people &

companies extracted.

2013

3,000 Customers, high

AmLaw 100 adoption.

2017

01

47 NEW EMPLOYEES

22+400NEW

CUSTOMERS

FROMDIFFERENT

COUNTRIES

24,553 NEWUSERS

NEW AM LAW

100 & 200 FIRMS1025

23

18

12 months of disruption

02

the 24hr forecast:

what does this mean for nd’s 275,000 registered users?

7BFiles 2300customers

300Mtransactions

3,472 /sec

22.6Msearches

262 /sec

1.5Mdocs added**

17.36 /sec

26.1Mdocs indexed

303 /sec

92.6Mweb requests

1,072 /sec

34.2Mapi calls

396 /sec

1.5 New customers each day

A web-scale platform: what happens in a day?

03 How Customers Use Our Platform

03

What Our Customers Say

Robert Craig, CIO,

BakerHostetler

Craig Dean, CTO, Orrick Durgesh Sharma, CIO,

Littler Mendelson

Meredith Williams, CKO,

Baker Donelson

iManage to

NetDocuments

iManage to

NetDocuments

iManage to

NetDocuments

OpenText to

NetDocuments

“NetDocuments is a

security platform that

does document

management.”

“This is a governance

project. I need the

application to be

adopted.”

“Lawyers travelling all

the time and it became a

big deal to allow lawyers

to work anywhere.”

“The DMS was an

impediment to lawyer

productivity. We fixed

that with

NetDocuments.”

2,000 users | 14 Offices 2,600 users | 25 Offices2,000 users | 75+

Offices1,900 users | 24 Offices

LINK + NetDocuments Differentiation

▪ Secure container app

▪ Optional MS Azure AD Information Rights Management

▪ Unique integration of email & documents

▪ Open a NetDocuments link instantly, view redlines

▪ No authentication to open the NetDocs app

▪ Easy to file an email or attachment

▪ Easy to send-and-file to NetDocuments

▪ Edit from an NetDocuments link in email

10

11

Key Steps to Secure Mobility

1. Strong authentication

2. Data protection

3. IT control

4. IP address restrictions

11

12

Strong Authentication

▪ Client-side SSL certificate required to authenticate device

▪ Active Directory authentication

▪ Touch ID for second authentication factor

▪ Single sign-on to SharePoint and other intranet sites

12

13

Data Protection

▪ At-rest with AES 256

▪ In-transit with TLS 1.2+ over HTTPS

▪ Policy-driven data expiration

13

14

IT Control

▪ Secure container app – may be remotely wiped

▪ Provisioned user by user with a Welcome email from IT

▪ MDM is not needed, but may be used to distribute Link

▪ Policy-driven session and data management

14

15

IP Address Restrictions and Link

▪ Restrict cabinet access to a specified IP range

▪ With IP restrictions, attackers must steal credentials and

breach your network to steal data

▪ Link relays traffic through an on-premise proxy, enabling

mobile users to access IP-restricted cabinets

15

Optional: MS Azure AD Information Rights

Management (IRM) Integration

16

End-to-End Workflows

Email w/ Attachment

Review / Compare

Edit / Annotate

ShareEmail/DMS

18

End-to-End Workflows

▪ Open a NetDocuments link in email, view redlines, & send as .docx

▪ Open a NetDocs link in email, accept redlines, sign, & send-and-file

▪ Rapid file multiple emails

▪ Compose an email, attach a doc from NetDocs, mark it up and send clean & annotated copies

▪ Receive a NetDocs link & directly edit with MS Word app

▪ Save to My Files locally for offline & online access

▪ Search NetDocuments

▪ Compare, copy, accept redlines

18

In a Single App

▪ NetDocuments’ Trusted Cloud Platform

▪ Outlook: email, contacts, calendar, tasks, notes

▪ MS Word/Office Apps – iPad & iPhone

▪ Docs: network file shares, SharePoint, OneDrive

▪ Intranet Portal: SharePoint, Handshake, HTML

▪ Intranet applications: HTML/HTML5

19

20

Device Proxy / NetScaler

Corporate Network

ControllerApp server

HTTPS

Full On-Premises Deployment

Enterprise

SystemsGateway

HTTPS HTTPS HTTPS

HTTPS

Mobile Helix VM

Public Internet

Thank you!

www.mobilehelix.com/netdocuments

maureen@mobilehelix.com

Request a Demo

www.netdocuments.com

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