NetDocuments is a document management solution from the company of the same name in Lehi, Utah.
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Revver
Score 9.0 out of 10
Small Businesses (1-50 employees)
Revver (formerly eFileCabinet) aims to help businesses reduce their dependency on paper and efficiently complete their document work. Revver does this by helping customers store and organize documents, quickly find information and files, collaborate on document work, automate business processes, and be secure and compliant. The vendor’s clients are typically companies that have frequent customer interaction, require high levels of documentation, and have offices in which compliance and…
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Shift
Score 9.1 out of 10
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The Shift browser merges web apps into a single window, streamlining work online and providing access to thousands of apps without leaving the browser.
It is ideal where security is your number one concern or where there is a need to share securely across different physical locations. Speed is less than ideal in certain usage scenarios. It is limited by the speed of the internet and it can be difficult to pull large quantities of documents when researching or answering discovery requests, although, that being said, it can be addressed by maintaining your own secure server to contain a mirror of your online documents. But then the security for a mirror falls back on the organization.
eFilecabinet is the best bang for the buck Digital Document Storage Solution that will replace your Physical File Cabinets in your office and lead you down the paperless digital path. With this price point comes some hiccups and speed bumps that you need to be aware of (broken software due to updates from time to time, missing features, confusing interface due to multiple ways to access your data, etc), but once you find work arounds to these items, you will see how powerful efilecabinet is.
I believe that Shift is suitable for everyone, even those with only one email account. Just being able to group email, along with Messenger, WhatsApp, and other apps, together is, in itself, a productivity hack. I have already recommended it to some of my other business owner friends.
eSignature integration has been a game changer four our organization. The simplification of obtaining client signature on necessary documents through this system has virtually eliminated our need for physically mailing documents to clients.
With our documents hosted by eFileCabinet, our team has increased capability to work from home/while on the road without needing to take along physically paperwork.
The search function that allows for on-page searching has been extremely useful when we're looking for older documents that we can't quite recall the title of.
Delay. At times, there is a delay between saving a document into Netdocuments and actually seeing them in the appropriate workspace. Such a delay is caused by the system indexing the newly added file.
Netdocuments' servers slow down at times causing users to receive error messages. This can be quickly remedied, but can become a nuisance.
We do not have any issues with eFile Cabinet. It has become just part of our daily life - finish files and projects and save all the documentation here. Need to research? Find it in eFile. I personally cannot imagine my job without it.
Shift has significantly streamlined your daily operations by bringing together all your tools, accounts, and workflows into one platform. This has reduced context-switching and improved overall productivity across Bamboo Orchard’s Innovation Studio and Venture Studio operations.The ability to create custom workspaces tailored to different projects, clients, and teams ensures that each aspect of your business is optimized for performance. This flexibility supports the unique, bespoke solutions Bamboo Orchard is known for delivering. Shift has enhanced collaboration by integrating communication tools like Slack, Zoom, and email with task management platforms. This has allowed teams to work together seamlessly, even in remote or hybrid environments. By eliminating the need for constant tab-switching and manual management of accounts, Shift has saved considerable time and effort for the team, allowing you to focus more on strategic innovation and client support. Shift’s functionality aligns perfectly with Bamboo Orchard’s mission to deliver bold, transformative innovation and tailored solutions. It supports your ability to execute efficiently and maintain focus on reshaping industries for your clients.
The product is simple to learn and adheres to well-known web user protocols. The NetDocuments team spends a lot of time talking to customers regarding how to improve their interface, and are pretty quick about implementing good ideas. The system is reliable and repeatable, and similar functions are laid out consistently and in formats that users are used to.
eFileCabinet gets the job done and is fairly easy to use once you find a few workarounds and understand how the software works. Using the browser interface next to the desktop sidekick app is needed when it should all be included in a single app. Users always wonder "why do I have to open both the browser and the sidekick interfaces to do a simple task". Basically one does what the other doesn't do and Sidekick is needing to be open regardless for the printer/scanner upload functions, but is limited on what you can do compared to the browser interface. The mac Sidekick is still in beta and makes me wonder how much longer it will be supported or updated...
Setting up Shift is very simple and highly intuitive, making it easy to use. Once you set up the accounts and program integrations, you can easily click on precisely what you need, requiring barely any thought or effort. It feels truly seamless and straightforward to use. I have no issues with use, and I use it every day.
Its basically been great. In 3 years I had one issue of repeated crashes which was fixed with a version change and an issue where slack wouldn't load after a slack update but that fixed within a few weeks
NetDocuments is a performant web app. It is reliable and provides all the functionality of a sophisticated document management system. It also can serve, through its APIs, as a base system for other applications, which enhances its value. Other vendors find the company easy to work with, and it consistently seems to be the first to offer new features and technologies to its customers.
The software loads very quickly, their servers are great. The software can be a tad buggy or quirky at times but it gets the job done which is why it's an 8 out of 10 rating. Their desktop printer and scanner software could use an update so that windows updates don't break it from time to time too.
Its pretty performant on my GPU based laptop as it can use the hardware to accelerate processing. However it is memory hungry. If I had a normal amount of RAM on my laptop I wouldn't imagine it would be a little slower
I've never had to contact support, but I won't give it a ten. We've had a few hiccups along the way, but nothing that couldn't be fixed within 24 hours.
It makes workflow so much easier, including the ability to save in the cloud makes it accessible from anywhere. I save very little on our server now which means this also makes filing more secure. I literally save and research via the platform several times a day.
I have only had to use their support a couple of times, but was able to get an answer and things resolved within a couple of hours. There was no issue with contacting them, received responses and updates in a timely manner and they were able to resolve the small issues we had. It was a pleasure to work with them
I was completely satisfied with the implementation of Shift, rating it a 10. The process was straightforward and required minimal effort to get started. Key insights include the importance of pre-configuring the app with essential tools and accounts for the team to ensure a smooth transition. Shift’s intuitive setup and integration process allowed us to onboard quickly without disrupting workflows. Additionally, its user-friendly design made it easy for team members to adapt without extensive training.
We find eFileCabinet to be more secure than the alternative products we were using at the time, around 5 years ago. The system is far more robust and better suited the large number of files we needed to store, plus the amount of security and restrictions we needed to be able to provide for our clients
I used to use a similar product called Station. In all honesty, Station was better but was discontinued. Shift is the nearest equivalent and works just as well. Station was free, Shift is an annual payment so I have peace of mind it's more likely to be around for the long term.
NetDocuments has really saved us from hiring more people. The document management system is a core technology to any law firm. Our last DMS was an in-house system. It easily required the attention of half a FTE and offered a fraction of the functionality.
NetDocuments has also been relatively easy for our employees to use. We have a high adoption rate and it allows for our employees (and third parties) to collaborate pretty well.
NetDocuments offers any number of certifications -- e.g. ISO 27001, business associate agreements for HIPAA -- certifications that are required by some clients, that we could not possibly attain with an in-house system.
Pay only for the number of users you need. I needed 2, so I pay for 2. Other DMS programs come with up to 5 users and charge accordingly. This gives me the flexibility to grow my business at my rate - not someone else's.
