Learn more about the features and differentiators of this powerful document and workflow automation tool.
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.
Get a Personalized DemoConnect 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.
Get a Personalized DemoInherit 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.
Get a Personalized DemoEmpower 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.
Get a Personalized DemoInherit 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 data.
Watch the Recording On-DemandSafely organize, package, share, and automate content for clients and constituents.
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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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