NetDocuments

Supergood | NetDocuments API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | NetDocuments API

Programmatically access matter workspaces, document profiles, versions, email filing, search, and audit events from NetDocuments with a stable REST API. Supergood builds and operates production-grade, unofficial NetDocuments integrations so your team can automate legal document workflows without heavy custom engineering.

Plain English: NetDocuments (https://www.netdocuments.com) is cloud-based document and email management software used by large law firms and legal departments to organize work by matter, control versions, file email into the correct workspace, enforce ethical walls and governance, and search across the firm’s content. It’s the DMS where lawyers and staff draft, compare, review, and store the authoritative record.

For a tech company integrating with NetDocuments, an unofficial API lets you pull matter-centric workspace lists, document metadata and versions, search results, and audit events—and push new documents, profile updates, email filings, sharing links, and closing sets. You can build features like automated matter intake that creates workspaces and folder structures, cross-DMS synchronization for firms that primarily use iManage, one-click email filing from your app, workflows that attach documents and evidence to deal rooms, and unified knowledge search across multiple repositories.

What is NetDocuments?

NetDocuments (https://www.netdocuments.com) is a cloud-native Document Management System (DMS) purpose-built for legal. It provides matter-centric workspaces, email filing, lifecycle governance, and secure collaboration to help firms manage documents and communications from intake to closing.

Core product areas include:

  • Document & Email Management (capture, profile metadata, versioning, filing, compare)
  • Matter Workspaces (client/matter hierarchy, folders, templates, security inheritance)
  • Search & Intelligence (full-text search, saved searches, filters, facets)
  • Collaboration & Sharing (secure links, external users, permissions, check-out/lock)
  • Governance & Security (ethical walls, retention, holds, entitlements, audit trail)
  • Automation & Sets (closing binders/SetBuilder, tasks, workflows, bulk operations)

Common data entities:

  • Repositories/Cabinets (logical content stores with configuration and governance)
  • Workspaces/Matters (client code, matter number, name, responsible team, security)
  • Documents (title, doc type, author, profile fields, location, security, versions)
  • Versions (sequence, author, check-in/check-out status, comments)
  • Emails (message metadata, participants, attachments, filing destination, thread)
  • Folders (workspace-relative hierarchy for organization)
  • Users & Groups (role-based permissions, ethical walls, teams)
  • Saved Searches (queries and filters stored for repeat use)
  • Links/Share Tokens (time-bound access links with scope)
  • Audit Events (create, edit, file, share, delete, security changes, who/when)

The NetDocuments Integration Challenge

Legal teams rely on NetDocuments daily, but turning a portal- and add-in–centric DMS into API-driven automation can be challenging:

  • Authentication nuance: SSO (Azure AD/Okta), MFA, and session lifecycles complicate headless automation
  • Metadata normalization: Profile fields vary by cabinet; matter codes and doc types must be mapped consistently
  • Long-running processes: Large uploads, indexing, and set-building require asynchronous handling and status polling
  • Ethical walls & entitlements: Security inheritance, groups, and matter walls must be respected in every operation
  • Email filing context: Matching threads and participants to the correct workspace demands reliable heuristics
  • Cross-DMS reality: Many customers primarily use iManage—integrations must translate concepts and IDs between systems

How Supergood Creates NetDocuments APIs

Supergood reverse-engineers authenticated browser flows and add-in interactions to deliver a resilient API endpoint layer for your NetDocuments tenant.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh, cookie management, and change detection
  • Normalizes workspace, document, email, and audit schemas so you can integrate once and rely on consistent data models
  • Aligns with customer entitlements, ethical walls, and role-based permissions to ensure compliant access
  • Supports high-volume operations (bulk uploads, email filing) with polling or webhooks for long-running jobs

Use Cases

Matter Intake & Workspace Automation

  • Create matter workspaces with client/matter metadata and standardized folder templates
  • Assign security and teams automatically based on intake data
  • Pre-stage document types and placeholders for common workflows

Email Filing & Thread Continuity

  • File inbound/outbound emails to the correct workspace with metadata and attachments
  • Link messages to related documents and maintain conversation threads
  • Enforce filing rules and retain an audit trail of decisions

Cross-DMS Sync for iManage Customers

  • Map iManage matters/workspaces to NetDocuments equivalents and keep them in sync
  • Mirror document profiles, versions, and security where appropriate
  • Provide unified search and link previews across both systems from your application

Deal Closings & SetBuilder Automation

  • Aggregate final versions and evidence into closing sets
  • Generate shareable links with appropriate security and expiry
  • Export immutable logs for post-closing audit and client reporting

Available Endpoints

Authentication

POST /auth/login: Establish a session using credentials or SSO exchange. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/auth/login \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" },
    "sso": { "provider": "azure_ad", "assertion": null }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_nd_7a3c12",
    "name": "DMS Administrator",
    "entitlements": ["workspaces", "documents", "emails", "search"]
  }
}

POST /auth/refresh: Refresh an existing token to keep sessions uninterrupted.

Workspaces

GET /workspaces: List matter-centric workspaces with filters for client, matter, cabinet, status, and update windows.

Query parameters

  • clientCode: string
  • matterNumber: string
  • cabinetId: string
  • status: active | archived
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "workspaceId": "ws_nd_41a8f1",
      "name": "Acme Corp v. Contoso",
      "clientCode": "ACME",
      "matterNumber": "2026-00123",
      "cabinetId": "cab_legal_01",
      "status": "active",
      "owners": [{"userId": "u_nd_7a3c12", "name": "Partner A"}],
      "securityGroups": ["grp-litigation-team", "grp-ethicalwall-acme"],
      "createdAt": "2026-01-21T10:03:11Z",
      "updatedAt": "2026-01-21T11:21:03Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Documents

POST /documents: Upload a new document to a workspace with metadata, security, and optional check-in comment.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/documents \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "workspaceId": "ws_nd_41a8f1",
    "title": "Draft Engagement Letter",
    "docType": "engagement",
    "authorId": "u_nd_902a77",
    "profile": {
      "practiceArea": "Litigation",
      "confidentiality": "firm",
      "clientCode": "ACME",
      "matterNumber": "2026-00123"
    },
    "security": { "inherit": true },
    "upload": { "uploadToken": "upl_7fa223", "fileName": "engagement_letter.docx", "size": 184320 },
    "checkInComment": "Initial draft"
  }'

Example response

{
  "documentId": "doc_nd_5b22c9",
  "workspaceId": "ws_nd_41a8f1",
  "version": {
    "number": 1,
    "status": "checked_in",
    "comment": "Initial draft",
    "createdAt": "2026-01-21T11:20:44Z"
  },
  "link": {
    "type": "internal",
    "url": "https://<tenant>.netdocuments.com/documents/doc_nd_5b22c9"
  }
}

Email Filing

POST /emails/file: File an email into a workspace and optionally link attachments and related documents.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/emails/file \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "workspaceId": "ws_nd_41a8f1",
    "messageId": "<external_message_id>",
    "subject": "RE: Discovery Schedule",
    "sentAt": "2026-01-21T09:14:22Z",
    "from": {"email": "[email protected]", "name": "Associate B"},
    "to": [{"email": "[email protected]", "name": "Client Contact"}],
    "cc": [{"email": "[email protected]", "name": "Partner A"}],
    "threadId": "th_0e551b",
    "attachments": [
      {"fileName": "schedule.pdf", "uploadToken": "upl_09aa51"}
    ],
    "profile": {"clientCode": "ACME", "matterNumber": "2026-00123"},
    "linkRelatedDocuments": ["doc_nd_5b22c9"]
  }'

Example response

{
  "emailId": "eml_nd_b1e720",
  "workspaceId": "ws_nd_41a8f1",
  "filed": true,
  "attachmentsFiled": 1,
  "createdAt": "2026-01-21T11:21:03Z"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth (Azure AD/Okta) where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for enterprise throughput while honoring cabinet entitlements and governance limits
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of workspaces, documents, emails, and audit events
  • Security: Encrypted transport, scoped tokens, and audit logging; respects NetDocuments ethical walls and role-based permissions
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., large upload indexing, set-building completion)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load; indexing and set-building reflect underlying platform behavior
  • Throughput: Designed for high-volume document ingestion and email filing
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened NetDocuments adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as NetDocuments evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which NetDocuments modules can this integration cover?

Supergood supports workflows commonly used in legal DMS operations, including Matter Workspaces (client/matter profiles, folders), Document Management (uploads, versions, metadata), Email Filing (capture, attachments, threads), Search & Sharing (saved searches, secure links), and Governance/Audit (security, logs), subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth (Azure AD/Okta) when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.

Q: Do you support cross-DMS synchronization for iManage customers?

Yes. We can map iManage workspaces/matter numbers and document profiles to NetDocuments constructs, maintain version parity where appropriate, and provide unified search across systems. We preserve each platform’s security model and ethical walls.

Q: Can we attach evidence, manage versions, and maintain an audit trail?

Yes. We support uploading attachments via signed uploads, creating new versions with check-in comments, linking emails to documents, and capturing rationale, approver, and timestamps with immutable audit records.

iManage API - Programmatically access the iManage DMS with Supergood

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Supergood can have your NetDocuments integration live in days with no ongoing engineering maintenance.

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