PatternBuilder MAX was uniquely designed specifically for law firms and legal teams.
Here are a few ways PatternBuilder MAX exclusively enables law firms and legal teams to do their best work:
• PatternBuilder MAX is a full document and workflow automation platform that includes both ready-to-use, AI-powered legal apps and the tools to create your own leveraging your firm’s resources and expertise.
• The platform eliminates the need to transfer sensitive content, upholding information governance and meeting the needs of highly-regulated legal environments
• It utilizes Microsoft OpenAI LLM technology with a strict commitment to data privacy, ensuring no data retention or training use.
• It’s vetted, tested, trusted, and ready for implementation in your firm.
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Out-of-the-Box Apps In PatternBuilder MAX
PatternBuilder MAX makes it easy to automate your most time-consuming legal tasks with Generative AI
Generate branded and formatted draft documents based on internal precedents and playbooks
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Customers Worldwide
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Frequently Asked Questions
Pre-built PatternBuilder MAX apps – known as Studio Apps – live within the ndMAX Studio and were designed based on insights and AI use cases from hundreds of NetDocuments customers.
The nine initial Studio Apps include:
• Summarize: Generate summaries of legal documents, from depositions to loan agreements, and more.
• Draft: Automatically draft legal documents either from prior precedents or from scratch based on custom instructions. This can include analyzing a patent application rejection letter and writing an appropriate appeal, taking a fact sheet, and drafting a new lease, or rejections to demand letters.
• Extract: Automatically extract one or more entities from a document; the resulting data can be saved to a database, written into a document, or both. This app is ideal for identifying and storing contract or entity data for reuse.
• Contract Playbook: Instantly analyze an agreement based on a selected contract playbook, including organization-specific contract playbooks that analyze any type of desired agreement.
• Timeline: Generate a timeline of events from selected text.
• Translate: Automatically translate text from one language into another, supporting over a dozen languages.
• Compare: Compare two documents based on custom criteria.
• Continue Draft: Quickly draft the next section of a document based on existing content. You can also include prior precedents to enhance the quality of the draft.
• Query Document: Pose questions about any document stored in NetDocuments and get quick answers, no matter how complex or lengthy the document.
PatternBuilder MAX is designed to provide immediate value with its out-of-the-box functionality. You can start automating common legal tasks right away, no deep tech skills required.
For most users, just leveraging a couple of the pre-built apps will more than cover the cost of PatternBuilder MAX. Each user is different, but our team is happy to walk you through ROI calculations based on your specific needs.
“PatternBuilder MAX is a no-brainer from an ROI perspective.” – Info-Tech 2023 Research Report
PatternBuilder is a robust, but easy to use, low-code document and workflow automation platform used to build shareable apps.
PatternBuilder MAX takes the robust, user-friendly features of PatternBuilder and supercharges them with AI.
With PatternBuilder MAX, firms will be able to turbo-charge their automation efforts by:
•Building Apps Containing AI Queries. Create custom-built, deep and focused generative AI prompts and queries within PatternBuilder apps.
• Leveraging Existing Content. Create apps to summarize content and place it in a formatted template. Extract document content to be included in queries or build out the resulting document(s).
• Empowering Lawyers. Lawyers can quickly build their own ideal prompts to deliver ideal results.
• Getting Specific. Include variables and information from within existing content to refine prompts and deliver more useful results.
• Saving Time. Instead of querying, refining the prompt, and then querying again on repeat, build apps containing the most effective generative AI prompts once, use them repeatedly, and easily refine them in-house as needed.
• Being More Productive. Instead of simple unformatted blobs of plain text requiring extensive review and formatting, receive fully formatted documents including your specified variables and firm branding/standards.
• Managing Apps Granularly. Organize and secure automations by matter type, practice group, or department.
The Technical Details: PatternBuilder MAX adds a powerful yet easy to understand trigger action within the native PatternBuilder App Builder that enables the addition of custom-built Azure OpenAI queries within PatternBuilder apps.
We're committed to ethical and responsible AI use. PatternBuilder MAX Leverages the Microsoft OpenAI LLM and ensures no data is retained or used to train the model. And robust security ensures apps are only available to approved users. Additionally, the platform has been tested extensively and vetted by numerous customers, including some of the largest law firms in the world!
Get a demo with one of our experts today and see how you can automate your most common legal workflows!
Create custom generative AI prompts and automations tailored to the needs of specific practice areas and legal tasks
Maximize Legal Productivity with AI
Save time and maximize efficiency with the only customizable, secure and responsible Generative AI purpose built for the legal industry.
Trusted by +
Customers
0
AI That Takes Legal Work To The Next Level
Reach New Levels of Productivity
Automate legal workflows in seconds with 9 out-of-the-box AI apps built around essential legal use cases
Transparent & Customizable
Never black-boxed. Edit pre-built apps to suit your practice, or design and build custom skills with no-code.
Maximized Benefits, Minimized Risks
Data is never used to train AI models, Microsoft employees can't access your data, and a Zero-day retention policy is enforced on all information entered
What Customers Are Saying...
“The beauty of PatternBuilder MAX is we don't have pick a solution; we will have a tool to build our own customized generative AI workflows, whenever we want, in minutes.”
David Worth
CIO / Nelson Mullins
"New initiatives like ndMAX are one of the key reasons we chose the NetDocuments cloud platform in the first place. Bringing new capabilities and innovation to market with tremendous care and foresight, securely and reliably, natively within the platform, address our current and future needs and technology ambitions.”
"ndMAX and PatternBuilder Max re the best approaches we've seen to using generative AI for document automation. It gives our team greater control to create prompts and produce detailed, reliable documents - from simple to complex”
Founding Partner / Siskind
Greg Siskind
Out-of-the-Box Apps In PatternBuilder MAX
PatternBuilder MAX makes it easy to automate your most time-consuming legal tasks with Generative AI
Generate branded and formatted draft documents based on internal precedents and playbooks
Extract information from documents and save extracted data to a database
Compare third-party contracts against a firm’s clauses and best practices for inconsistencies and omission
Draft the next section of a document based on prior document content of precedents
Automatically translate text from one language into another, supporting over a dozen languages
Instantly summarize documents like depositions and automatically save the summary to the correct workspace
Create custom generative AI prompts and automations tailored to the needs of specific practice areas and legal tasks
Frequently Asked Questions
PatternBuilder MAX was uniquely designed specifically for law firms and legal teams.
Here are a few ways PatternBuilder MAX exclusively enables law firms and legal teams to do their best work:
• PatternBuilder MAX is a full document and workflow automation platform that includes both ready-to-use, AI-powered legal apps and the tools to create your own leveraging your firm’s resources and expertise.
• The platform eliminates the need to transfer sensitive content, upholding information governance and meeting the needs of highly-regulated legal environments
• It utilizes Microsoft OpenAI LLM technology with a strict commitment to data privacy, ensuring no data retention or training use.
• It’s vetted, tested, trusted, and ready for implementation in your firm.
The nine initial Studio Apps include:
• Summarize: Generate summaries of legal documents, from depositions to loan agreements, and more.
• Draft: Automatically draft legal documents either from prior precedents or from scratch based on custom instructions.
• Extract: Automatically extract one or more entities from a document; the resulting data can be saved to a database, written into a document, or both.
• Contract Playbook: Instantly analyze an agreement based on a selected contract playbook.
• Timeline: Generate a timeline of events from selected text.
• Translate: Automatically translate text from one language into another, supporting over a dozen languages.
• Compare: Compare two documents based on custom criteria.
• Continue Draft: Quickly draft the next section of a document based on existing content. You can also include prior precedents to enhance the quality of the draft.
• Query Document: Pose questions about any document stored in NetDocuments and get quick answers, no matter how complex or lengthy the document.
PatternBuilder MAX is designed to provide immediate value with its out-of-the-box functionality. You can start automating common legal tasks right away, no deep tech skills required.
For most users, just leveraging a couple of the pre-built apps will more than cover the cost of PatternBuilder MAX. Each user is different, but our team is happy to walk you through ROI calculations based on your specific needs.
“PatternBuilder MAX is a no-brainer from an ROI perspective.” – Info-Tech 2023 Research Report
PatternBuilder is a robust, but easy to use, low-code document and workflow automation platform used to build shareable apps.
PatternBuilder MAX takes the robust, user-friendly features of PatternBuilder and supercharges them with AI.
With PatternBuilder MAX, firms will be able to turbo-charge their automation efforts by:
• Building Apps Containing AI Queries. Create custom-built, deep and focused generative AI prompts and queries within PatternBuilder apps.
• Leveraging Existing Content. Create apps to summarize content and place it in a formatted template. Extract document content to be included in queries or build out the resulting document(s).
• Empowering Lawyers. Lawyers can quickly build their own ideal prompts to deliver ideal results.
• Getting Specific. Include variables and information from within existing content to refine prompts and deliver more useful results.
• Saving Time. Instead of querying, refining the prompt, and then querying again on repeat, build apps containing the most effective generative AI prompts once, use them repeatedly, and easily refine them in-house as needed.
• Being More Productive. Instead of simple unformatted blobs of plain text requiring extensive review and formatting, receive fully formatted documents including your specified variables and firm branding/standards.
• Managing Apps Granularly. Organize and secure automations by matter type, practice group, or department.
The Technical Details: PatternBuilder MAX adds a powerful yet easy to understand trigger action within the native PatternBuilder App Builder that enables the addition of custom-built Azure OpenAI queries within PatternBuilder apps.
We're committed to ethical and responsible AI use. PatternBuilder MAX Leverages the Microsoft OpenAI LLM and ensures no data is retained or used to train the model. And robust security ensures apps are only available to approved users. Additionally, the platform has been tested extensively and vetted by numerous customers, including some of the largest law firms in the world!
Get a demo with one of our experts today and see how you can automate your most common legal workflows!
Interested In Learning More About AI?
Here are some resources to help law firms and legal teams take advantage of AI responsibly.
In The News
Check out our latest press releases to see quotes from across the industry about the power of ndMAX & PatternBuilder Max.
Moving Fast, Responsibly
Dan Hauck, Chief Product Officer & John Motz, CTO discuss the promise Generative AI for legal - as well as the pitfalls and how to overcome them.
(Legal Insider - 2023)
Webinars
Our Events page includes upcoming webinars where you can learn more about NetDocuments, PatternBuilder MAX, and ndMAX.
Ready to see it in action?
Fill out the form to see it live and understand exactly how we are helping firms like yours utilize AI responsibly.
Take the work out of automating your workflows with 9 pre-built apps included with PatternBuilder MAX based on top use cases identified by legal professionals.
See How Much Time You Could Save!
Automate legal workflows in seconds
Get started in seconds with 9 out-of the-box apps built around 9 common legal use cases - based on research into over 100s of NetDocuments customers
Go beyond 'Black Boxed' AI skills and capabilities and create tailored solutions that suit your firms workflow requirements
More powerful, flexible and secure
Create your own efficiencies
Leverage AI Responsibly
Fully-integrated within the NetDocuments platform, PatternBuilder MAX ensures compliance with your firm's security and operational standards
Maximize Legal Productivity with AI
Save time and maximize efficiency with the only customizable, secure and responsible Generative AI purpose built for the legal industry.
What customers are saying...
“The beauty of PatternBuilder MAX is we don't have to pick a solution; we will have a tool to build our own customized generative AI workflows, whenever we want, in minutes.”
David Worth
CIO / Nelson Mullins
"ndMAX and PatternBuilder MAX are the best approaches we’ve seen to using generative AI for document automation. It gives our team greater control to create prompts and produce detailed, reliable documents - from simple to complex."
Founding Partner/ Siskind Susser, PC
Greg Siskind
See How Much Time You Could
Save!
PatternBuilder MAX is not just a tool. It's a game-changer for legal professionals. Embrace the future of legal AI with the confidence and efficiency that only NetDocuments can provide.
Ready to see it in action?
Schedule a personalized demo to see how PatternBuilder MAX can redefine your legal practice.
See how much time you could save.
More powerful, flexible and secure
See how much time you could save.
Automate legal workflows in seconds
Get started in seconds with 9 out-of the-box apps built around 9 common legal use cases - based on research into over 100s of NetDocuments customers
Go beyond 'Black Boxed' AI skills and capabilities and create tailored solutions that suit your firms workflow requirements
Create your own efficiencies
Leverage AI Responsibly
Fully-integrated within the NetDocuments platform, PatternBuilder MAX ensures compliance with your firm's security and operational standards
Interested In Learning More About AI?
Here are some resources to help law firms and legal teams take advantage of AI responsibly.
In The News
Check out our latest press releases to see quotes from across the industry about the power of ndMAX & PatternBuilder Max.
Moving Fast, Responsibly
Dan Hauck, Chief Product Officer & John Motz, CTO discuss the promise Generative AI for legal - as well as the pitfalls and how to overcome them.
(Legal Insider - 2023)
Webinars
Our Events page includes upcoming webinars where you can learn more about NetDocuments, PatternBuilder MAX, and ndMAX.
View Upcoming Events
Extract information from documents and save extracted data to a database
Compare third-party contracts against a firm’s clauses and best practices for inconsistencies and omission
Instantly summarize documents like depositions and automatically save the summary to the correct workspace
Automatically translate text from one language into another, supporting over a dozen languages.
Draft the next section of a document based on prior content of precendents
