Partner Portal
Multi-tenant management
for NetDocuments MSPs
A centralized control plane for managed service providers. Monitor, configure, and administer client tenants from a single interface.
Architecture
One MSP. Many clients. One portal.
Manage every client's NetDocuments environment from a single control plane — no context switching, no separate logins.
Overview
Built for teams that manage legal IT at scale
The Partner Portal gives MSPs and managed service providers a dedicated control plane to manage multiple NetDocuments environments. Instead of logging into each client individually, you get a single dashboard to oversee workflows, monitor jobs, and enforce policies.
Whether you manage 5 NetDocuments tenants or 50, the Portal scales with you -- keeping every client isolated, auditable, and running smoothly.
Inside the Portal
Real-time visibility into every tenant
From storage optimization to usage analytics, the Portal surfaces actionable intelligence across all managed NetDocuments environments.
Third-party product usage breakdown
See which products are driving activity across your client environments. Track usage by source, identify top contributors, and monitor trends over time with historical charts.
- Usage breakdown by product with impact badges
- Historical activity charts with date filtering
- Identify underutilized or high-volume integrations
Storage cost analysis & savings
Configure savings-per-GB rates, toggle between monthly and yearly views, and surface cost savings opportunities like archiving inactive documents, deleting unfoldered files, and compressing old media.
- Configurable cost-per-GB for archival and deletion
- Automated cost savings opportunity detection
- Impact badges showing risk level per action
Aged data & inactivity analysis
Identify stale documents that have not been accessed in years. Surface archival candidates with one-click action to keep client environments clean and compliant.
- Flag documents by age bracket (3-5 years, 5+ years)
- One-click archive actions for stale content
- Reduce storage costs and improve environment hygiene
Capabilities
Everything you need to manage at scale
Purpose-built for service providers who manage NetDocuments environments and need multi-tenant control without sacrificing security or visibility.
Multi-Tenant Management
Manage multiple NetDocuments client environments from a single dashboard. Onboard, configure, and monitor each tenant independently.
Centralized Monitoring
Real-time visibility into workflow status, job queues, and system health across all managed accounts.
Delegated Administration
Assign granular roles and permissions so your team can operate within client environments without over-provisioning access.
Usage & Reporting
Track utilization, job volumes, and SLA metrics per client. Export reports for billing and compliance reviews.
Security & Isolation
Each NetDocuments client environment is fully isolated with its own policies, audit logs, and data boundaries. No cross-tenant leakage.
SSO & Access Controls
Integrate with your identity provider for seamless single sign-on. Enforce MFA and session policies across the board.
1
Single pane of glass for all clients
100%
Tenant isolation & data separation
24/7
Monitoring & alerting built in
API
Programmable access for automation
How It Works
Get started in three steps
Request access
Reach out to our team to enable Portal for your organization. We'll provision your management environment.
Onboard clients
Add client NetDocuments environments, configure policies, and set up delegated access for your team members.
Operate at scale
Monitor workflows, track usage, and manage all client environments from your centralized dashboard.