Introducing
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PatternBuilder MAX allows you to leverage AI responsibly — within the security and guardrails of NetDocuments. Now including nine “out-of-the-box” apps that incorporate generative AI to address the most common legal use cases!

Winner: 2023 Legalweek Leaders in Tech Law Awards

Finding Value in Document and
Workflow Automation
Jennette Cheung, Senior Product Owner in Engineering at NetDocuments.
Jennette
NetDocuments
Here are just a few ways lawyers and legal professionals are putting PatternBuilder into play, but the possibilities are endless.
Win New Business Quicker
Law firms can increase the speed at which they win new business by automating the “inquiry to engagement” process thanks to PatternBuilder. It allows users to build apps that support online matter intake and automatically generates client engagement letters and other document types, enabling true practice automation. ll client intake data is saved infor editing, updating, and reuse.
Easily Manage Internal Requests
Practices with complex, document-heavy work can leverage PatternBuilder to eliminate potential errors and build innovative solutions. For example, an M&A practice group can build a customized term sheet intake app, where it will automatically populate documents (even with complex legal logic requirements) and capture the intake information for future use.
Deliver Dependable Services & Solutions
A legal department can better manage internal requests (e.g., NDAs or business-unit-specific documents) and streamline efficiencies by developing apps for legal work intake requests. These apps can gather relevant information, automate the creation of documents, and then profile and securely store files in the appropriate NetDocuments workspace.

Experience a Better Way to Work with PatternBuilder

Jennifer Cathcart, Regional Manager in Sales, APAC at NetDocuments.
Jennifer
NetDocuments

Connect with a NetDocuments team member to learn how PatternBuilder can help your organization scale your expertise and consistently deliver your best work.

Not All Document & Workflow Automation Solutions Are the Same.
While there are many great automation tools out there, only PatternBuilder is purpose-built to handle the sheer volume of document creation, sophisticated level of logic, and level of security your teams need — all from within the powerful NetDocuments platform.
Easily Create & Manage Automations
Using a “no code” approach that’s flexible and built with complex legal processes in mind, PatternBuilder empowers an organization’s experts to replicate and extend their knowledge into automations that save time and result in consistent, accurate, high-quality work. Powerful data tables capture and trigger data and tasks, streamlining automated workflows.
Simplify the Complex
Spare your inbox by automating and connecting multipart processes like approvals and reviews, while incorporating your unique rules and logic. Create an end-to-end document automation workflow and share it via secure link, on your website, or from NetDocuments.
Generate Revenue
Productize and streamline your services. Automate intake via your website, email, or mobile device. Flow information automatically into an engagement letter for electronic signature. Automated work product is then created and distributed. This saves administrative time and effort; more important, it helps demonstrate the responsiveness that helps turn prospective clients into paying clients.
Remain Compliant & Secure
As part of the NetDocuments platform, PatternBuilder inherits the sophisticated security and compliance certifications that thousands of law firms, corporate legal departments, and public sector entities trust with their most important documents and information. Now you can innovate while remaining compliant.

Join thousands of legal professionals who have chosen
PatternBuilder to automate their expertise.

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Built directly into the NetDocuments platform, organizations of all sizes will be able to leverage this new capability while inheriting all of the security, governance and accessibility benefits of being in the cloud.
Josh Baxter
Chief Executive Officer
NetDocuments
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Our firm has seen major efficiencies, including cutting down the time it takes to prepare some documents by as much as 90%. These efficiencies free up our staff to serve more clients and do higher-level work.
Josh Waddell
Chief Innovation Officer
Siskind Susser
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Being able to automate both simple and complex documents and tasks, as well as manage and implement these new applications, is critical for legal professionals and their support teams. PatternBuilder gives organizations the ability to scale their expertise and consistently deliver their best work.
Dan Hauck
Chief Product Officer
NetDocuments

Resources to Get You Started

Whitepaper: Automate Your Expertise! Where to Begin
Legal professionals have been finding new and improved ways to automate their workflows and processes, but it can be daunting to know where to begin. This guide is here to help.
Access the Whitepaper
On-Demand Webinar: Solving Your Practice's Document & Process Automation Needs with PatternBuilder
Legal professionals have been finding new and improved ways to automate their workflows and processes, but it can be daunting to know where to begin. This guide is here to help.
Watch the Webinar
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Blog: A Guide to Legal Document Automation
for Lawyers
What do you need to know before getting started with legal document automation? Here are key benefits of document automation, different software options to consider, essential features to look for, and guidelines for how to select the right solution and get a great ROI.
Read the Full Blog
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Video: PatternBuilder Product Overview
Watch this 90-second overview of PatternBuilder to see how it can replicate and automate your unique templates and processes.
Brochure: PatternBuilder Document & Workflow Automation
PatternBuilder brings together inherited security and platform capabilities; a native, rich document management connection; and advanced automation for organizations ready to move away from manual processes and improve quality of outcomes.
Download the Brochure
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Blog: Automating Your Corporate Legal Department
Made Easy
Working in a corporate legal department requires a delicate balance between serving the needs of your business teams internally and managing the work that is outsourced to law firms.
Read the Full Blog
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Find out how PatternBuilder can help you
automate and elevate repetitive work.