Are Your Onboarding and Termination Processes Perfect?


Selecting and onboarding new lawyers and staff is one, if not the most, critical processes a firm undertakes. It simultaneously represents great opportunity and great risk depending on its effective execution. The same can be said of Terminations.

mot-r, by mercanix, seamlessly integrates with NetDocuments to ensures the correct steps, reviews, documentation and 

communication have been completed and filed in an accurate, timely and effective manner by the right people.

These are not processes where you want variation, serendipity or errors to creep in. They must be completed according to strict standards by ensuring the appropriate steps are taken, reviews and documents are completed and all supporting information filed exactly. Each person’s involvement and actions taken in the process must be fully trackable and auditable.

Onboarded Lawyers and Staff will be impressed with your preparedness and precision. Firm management will be delighted how risk exposure is being mitigated and new hires are hitting the ground running.


mot-r for NetDocuments.

mot-r by mercanix, builds on NetDocuments’ security, scalability and performance. It layers on powerful workflow and process management capabilities for better resourcing, coordination and communication and risk management. 

It features: automated work queues, notifications and document generation. 


As Simple As A Checklist. As Powerful As NetDocuments.


mot-r is equally at home automating and supporting many Firm processes like Client Onboarding, Conflict Checking, IT Management, IT Security and the like, so your investment in NetDocuments and mot-r can create widespread value.

ndView of mot-r Onboarding Workflow

ndView of mot-r Onboarding Workflow

mot-r web application view of Onboarding Workflow

mot-r web application view of Onboarding Workflow