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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

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Netdocuments Vs SharePoint 7 Key Differences You Need To Know

Errin O\'Connor
December 2025
8 min read

NetDocuments vs SharePoint: 7 Key Differences

NetDocuments is a cloud-native document management system built for law firms and legal departments. SharePoint is a broadly capable collaboration platform that serves every industry. This guide covers 7 key differences to help legal organizations, corporate legal departments, and compliance-heavy enterprises choose the right platform for their document management needs.

Quick comparison

Dimension NetDocuments Microsoft SharePoint
Primary audience Law firms, corporate legal, compliance All industries; general enterprise
Document management depth Native — matter-centric, profiling, check-in/out Strong but requires configuration
Legal workflow support Built-in: matter management, email filing, version control Configurable; requires Power Automate or third-party
Microsoft 365 integration Via ndOffice connector Native — Teams, Outlook, Power BI
Security model Matter-level access control Site, library, folder, and item-level permissions
Compliance SOC 2, ISO 27001, GDPR; legal-specific features 400+ certs: HIPAA, SOC 2, FedRAMP, CMMC
Best fit Legal industry DMS requirement Org-wide collaboration with document management needs

The 7 key differences

1. Industry focus

NetDocuments is built specifically for the legal industry. SharePoint serves every industry. If your primary requirement is legal document management — matter-centric organization, email filing, and legal hold — NetDocuments is purpose-built for it. SharePoint requires configuration to reach similar depth.

2. Matter-centric organization

NetDocuments organizes documents around legal matters by default. Each matter is a container with its own access list. SharePoint uses sites, libraries, and folders — which can model matter-centric organization but require deliberate information architecture design by a consultant.

3. Check-in / check-out and version control

NetDocuments enforces check-in/check-out natively — a legal requirement for draft documents. SharePoint also supports version history and check-in/check-out, but the workflow must be configured and enforced through library settings or Power Automate.

4. Email filing

NetDocuments includes ndMail — an Outlook add-in that files emails directly to matters. SharePoint uses Outlook integration or Power Automate flows for email filing. ndMail is purpose-built for the legal email filing workflow; SharePoint's approach is more general and flexible.

5. Microsoft 365 integration

SharePoint is native to Microsoft 365 — Teams, Outlook, Power BI, and Copilot all integrate directly. NetDocuments integrates with Microsoft 365 via its ndOffice connector. For organizations already using Microsoft 365 broadly, SharePoint reduces the number of platforms to manage.

6. Security model

NetDocuments uses matter-level access control — users see only the matters they are authorized for. SharePoint uses a layered permission model: site, library, folder, and item-level. Both support role-based access. NetDocuments is simpler for legal access control; SharePoint is more flexible for cross-functional orgs.

7. Total cost of ownership

NetDocuments pricing is typically $40–$80/user/month depending on the plan. SharePoint is included with Microsoft 365 E1/E3/E5 — for organizations already paying for M365, the incremental cost is $0. For non-M365 organizations, NetDocuments may have lower TCO due to lower implementation complexity for legal workflows.

Which should you choose?

EPC Group evaluates your specific workflows, compliance requirements, and integration needs before recommending.

  • Choose NetDocuments if you are a law firm or corporate legal department that needs a purpose-built DMS with matter management and ndMail.
  • Choose SharePoint if your organization already runs Microsoft 365 and needs document management integrated with Teams, Copilot, and Power BI across all departments — not just legal.
  • Hybrid approach: some organizations run NetDocuments for legal matters and SharePoint for firm-wide collaboration. EPC Group integrates both.

Frequently asked questions

Is NetDocuments better than SharePoint for law firms?

For pure legal document management, NetDocuments is purpose-built — matter-centric organization, email filing via ndMail, and legal-specific version control. SharePoint can replicate most features but requires configuration. EPC Group recommends NetDocuments for legal-only DMS and SharePoint for firm-wide collaboration.

Can SharePoint replace NetDocuments?

Yes, with proper configuration. EPC Group has built SharePoint environments that handle matter management, email filing, and version control for law firms. The trade-off: SharePoint requires more upfront configuration but gives you deeper Microsoft 365 integration including Teams, Copilot, and Power BI.

How much does NetDocuments cost vs SharePoint?

NetDocuments runs $40–$80/user/month. SharePoint is included with Microsoft 365 E1 ($8/user/mo), E3 ($36), or E5 ($57). For organizations already on M365, SharePoint is effectively free. EPC Group models total cost of ownership for your specific user count and workflow requirements.

Schedule a consultation

EPC Group evaluates NetDocuments vs SharePoint and implements the right document management solution. Call (888) 381-9725 or request a 30-minute discovery call.

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SharePoint Architecture: 2026 Considerations for Netdocuments Vs SharePoint 7 Key Differences You Need To Know

Microsoft Purview information protection on SharePoint Online has matured significantly through 2026: sensitivity labels can now auto-classify based on Microsoft 365 Copilot grounding hints, container labels enforce sharing controls at the site level, and Purview content explorer surfaces unauthorized PHI/PII exposure in real time. For HIPAA-regulated tenants, the combination of auto-labeling plus sensitivity-aware DLP plus Audit (Premium) 6-year retention is the audit-defensible posture.

SharePoint Premium (formerly Syntex) document processing brings AI-powered metadata extraction, unstructured document classification, and prebuilt Document Understanding models to enterprise content management. Pricing in 2026 runs $5/user/month for the M365 Copilot-bundled tier; at typical Fortune 500 scale that is $360K-$600K annually, justified primarily through reduced manual data-entry labor and tighter retention compliance.

Decision factors EPC Group evaluates

  • Hub-spoke information architecture redesign vs legacy flat-IA
  • Migration tool selection (Microsoft native vs ShareGate vs AvePoint) by complexity tier
  • Audit (Premium) configuration for 6-year retention
  • Sensitivity label rollout with auto-classification rules
  • Microsoft Purview content explorer for unauthorized PHI/PII discovery

For a tailored read on this topic in your specific tenant, contact EPC Group at contact@epcgroup.net or +1 (888) 381-9725. Engagement options at /pricing.