← NetDocuments
NetDocuments role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Cloud software that helps law firms and legal teams store, search, secure and share their documents and emails.
Who you'd be calling
IT Directors, Managing Partners, Chief Operating Officers, Legal Operations leads and General Counsel at law firms and corporate legal departments.
Your opener
“Hi Pat, this is Alex from NetDocuments. We work with law firms on keeping client documents organized and secure in the cloud, and I wanted to ask how your team handles that today.”
Problems you solve for them
- Lawyers waste time searching for documents and emails
- Client files must stay secure and meet confidentiality rules
- Old on-premises systems are costly to maintain and hard to access remotely
Discovery questions to ask
- Where do your attorneys keep their documents and emails today?
- How much time do people lose looking for the latest version of a file?
- How comfortable are you with the security of your current system?
Objections they'll throw at you
“I'm busy right now.”
→ I understand, you bill by the hour and I'm taking your time. Could I try you again at a time that suits you better?
“We're not interested.”
→ That's okay. Is your current document system working well for the lawyers, or is it just not a priority right now?
“We already have a document management system.”
→ Many firms do, and that's why I'm calling. How happy is your team with it when they work remotely or search for files?
“Just send me an email.”
→ Happy to. Who else on your team, like IT or operations, should I include so it reaches the right people?
Competitors worth knowing
iManage, Microsoft SharePoint, Worldox
Interview tips for this company
- Learn a few legal words, like matter, client file and confidentiality. Lawyers notice when you get them wrong.
- Be ready to talk about security and trust, since that is the first concern for any law firm.
Written from public information about NetDocuments to help you practice. Ask an insider what their role play looked like; it's the best prep there is.