PatternBuilder

Name: NetDocuments
Brand: NetDocuments
Rating: 4.7 (1091 reviews)

Eliminate repetitive tasks by replicating and automating your unique templates and processes, so they’re done the right way — your way — every time.

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Automate Your Work with PatternBuilder

Using a “no code” approach that’s both flexible and intuitive, PatternBuilder puts an organization’s experts at the center of custom document creation. And makes it EASY to create, manage, and adjust automations. And with data tables, you can edit, update, or reuse content.

New

We’re bringing the power of generative AI to PatternBuilder, enabling teams to create custom generative AI prompts and automations tailored to the needs of specific practice areas and legal tasks. There are out-of-the-box apps available, plus our no-code approach allows you to easily build, modify, and tailor apps specific to your unique use cases and needs.

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See what your peers are saying about PatternBuilder!

See how customers are translating legal, business, and client expertise into automated workflows, document templates, and apps to support mission-critical processes.

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

CIO / Siskind Susser

The fact that PatternBuilder is natively integrated not only makes it easy and instinctive to use, but also ensures our workflow automations inherit all of the security and compliance we count on with the NetDocuments platform.

NetDocuments Customer

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

Dan Hauck

CPO / NetDocuments

Watch a recent webinar about patternbuilder

Solving the Challenge of Repetitive, Mundane Tasks with PatternBuilder

Automate Your Unique Templates and Processes

The PatternBuilder document and workflow automation tool enables law firms, legal teams, and the public sector to translate their legal, business, and client expertise into workflows, automated document templates, and apps to support mission-critical processes — all natively within NetDocuments. Watch this webinar to learn more and see it in action.

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What is PatternBuilder?

Learn more about the features and differentiators of this powerful document and workflow automation tool.

Create Customised, Error-Free Documents at Scale

Embed document assembly directly into your DMS.

Go beyond “find and replace” with custom automations that populate user inputs into your Word and PDF documents and automatically save those documents in the folder or workspace of your choosing — all in a matter of seconds. Using your expertise, data, and logic rules, PatternBuilder can automatically generate entire packages of documents with the click of a button. Data collected from intake apps or connected databases is stored in data tables for editing and updating, or reuse across documents and apps. Clauses, templates, and other commonly used content can also be stored for easy access when automating documents.

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Simplify Complex Tasks

Connect multipart processes like approvals and reviews.

Powerful document automations that incorporate your business’s unique rules and logic make end-to-end processes smoother for your legal professionals, clients and customers. Automate multi-user workflows by capturing and triggering task activity via data tables.

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Innovate While Remaining Compliant

Inherit NetDocuments security with every app you create.

Where many automation solutions don’t measure up to the security and compliance requirements of law firms, highly regulated industries, and the public sector, PatternBuilder comes with NetDocuments’ sophisticated multilayer security and compliance certifications that thousands of similar organizations already trust with their most important documents and data.

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Easily Create and Update Automations

Empower your people with a no-code tool.

Because PatternBuilder is a no-code tool, the power is in the hands of your lawyers and other experts to replicate and automate their unique processes and documents without having to rely on software developers or IT professionals.

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Solving the Challenge of Repetitive, Mundane Tasks with PatternBuilder

Inherit NetDocuments security with every app you create.

Where many automation solutions don’t measure up to the security and compliance requirements of law firms, highly regulated industries, and the public sector, PatternBuilder comes with NetDocuments’ sophisticated multilayer security and compliance certifications that thousands of similar organisations already trust with their most important data.

Watch the Recording On-Demand

Check Out More About PatternBuilder

Watch an Overview View the Brochure Learn about Automation Discover PatternBuilder MAX

Explore DELIVER Capabilities

Safely organise, package, share, and automate content for clients and constituents.

Share and Collaborate Intuitively and Securely Quickly Create Document Sets and Binders Solve Your Collaboration and Workflow Challenges

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Let's connect!

Book a meeting with a NetDocuments team member to find out how the PatternBuilder document and workflow automation tool can empower your teams to replicate and automate their unique templates and processes, resulting in faster, higher-value client service.

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