
Legal AI Assistant
Spark quick, reliable insights with your personal legal AI assistant.
Unlock the power of AI to improve your legal practice — it’s easier than you think! Instead of digging through pages and pages to find answers within documents, let the ndMAX Legal AI Assistant do the work. Ask a question of one or hundreds of files and get instant answers.

Smart conversations with documents
Ask questions about your content and get the answers you need, right inside NetDocuments. The Legal AI Assistant remembers past questions and context so you can pick up where you left off effortlessly.

Quick answers plus insights
With the click of a button, you can complete common legal tasks like generating summaries and chronologies. Get instant results and ask any follow-up questions using natural language.

Secure & access controlled
Taking confidential content outside your trusted system of record to use an AI tool introduces risks. Instead, bring AI to your content, so your information stays secure, permissioned, and private.
Tailored Legal AI Solutions for Every Legal Professional
Check out these common uses.
Contract Review
Example Document Types Involved: Client contracts, NDAs, license agreements, loan documents, real estate agreements
Example questions you could ask:
- Example questions you could ask:
- “What are the remedies for breach of contract, and do they include liquidated damages?“
- “What are the provisions related to the retention, return, or destruction of the confidential materials?”
- “What are the restrictions on sub-licensing?“
- “What is the procedure for providing notice of infringement?”
- “Is there a prepayment penalty? If so, what is it?”
- “What are the renewal terms of the lease?“
Mergers & Acquisitions
Example Document Types Involved: Purchase and sale agreements, employment contracts, IP agreements, bylaws
Example questions you could ask:
- “Is there a key man provision in the PSA? What are the remedies upon breach?”
- “What are the non-compete and non-solicit provisions in this employment agreement?“
- “What are the conditions for post-sale support and transition of intellectual property?”
- “What is the existing stock structure?”
- “Are there any opt-out provisions in the bylaws? If so, list them and where they occur.”
Litigation
Example Document Types Involved: Pleadings, evidentiary documents, deposition transcripts, discovery responses
Example questions you could ask:
- “Identify any discrepancies in the testimony of these witnesses.”
- “What is the witness’s educational background?”
- “Which of the requests for production concern materials involving third parties that are not parties in this dispute?”
- “Construct a timeline from the facts presented in the selected documents.”
- “Identify any PII or PHI in the following documents.”
Wow clients & customers
With an intelligent AI assistant by your side, you can provide top-notch legal services faster by tapping into the knowledge within your documents. Have more time to spend on strategic initiatives and building relationships.


Get started with AI easily
You don’t need a big upfront investment to begin using AI. With the Legal AI Assistant, you can start small, prove ROI, and build internal support for broader AI adoption.
Access across Microsoft 365
Easily access the power of NetDocuments AI and automation capabilities from Microsoft 365 tools you use every day.

Solve real-world legal challenges & support your organization’s broader goals.
If you’re facing internal pressure to adopt an AI strategy but are hesitant due to concerns about cost, ROI, or security, the ndMAX Legal AI Assistant offers an affordable, intuitive solution to get you started safely. Here’s how we help:

Cost-effective entry point for AI
Introducing AI into your organization doesn’t need to be a large, upfront investment. With the legal AI assistant, you can start small, prove ROI, and build internal support for broader AI adoption.

Enhanced productivity
& efficiency
Reduce overhead costs by streamlining time-consuming everyday document-related tasks. Find answers faster and enhance your client service with an AI assistant that’s always ready to help.

Drive competitive advantage
Stay ahead of your competitors by delivering faster legal services through AI. ndMAX empowers you to be more responsive to your clients, improving service and driving referrals.

Support organizational AI initiatives
Align with the broader goals of the organization by introducing secure AI into your workflows, including integration with Microsoft Copilot and AI efficiency gains.
Proactively address compliance
NetDocuments is the #1 true-cloud document management system, helping thousands of professionals keep their documents and emails safe, organized, compliant, collaborative, and ready to inspire their best work.

Champion AI adoption
Use the Legal AI Assistant to identify internal AI champions who can advocate for broader digital transformation within your organization.
customer stories
See what customers are saying…
“It makes sense to leverage AI where our documents and knowledge get stored: our DMS.”

Chris Jaglowitz
Common Ground Condo Law
“The introduction of the ‘ask AI’ Legal AI Assistant into the NetDocuments platform gives people the ability to navigate and understand content at a different level. They can ask a question of one or multiple documents and get reliable responses.”

Judi Flournoy
Kelley Drye
Resources
Level up with these resources
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- Webinar
2025 Legal Tech Trends
Six Trends Shaping AI-Driven Legal Practice AI has become central to…
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- eBook/Whitepaper
LawyersWeekly Legal Tech Guide 2025
Use Advanced Tech to Stay Competitive Keeping up with technological advancements…
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- Webinar
Watch it Work: Legal Workflows with NetDocuments’ App Builder + AI Assistant
Get the Most Out of Generative AI With NetDocuments Worried that building…
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- Customer Story
Why AGG Moved to NetDocuments and Feels Comfortable Embracing AI
A Careful Approach to Embracing AI, Securely & Efficiently For years,…
FAQs
How does the ndMAX Legal AI Assistant work?
Simply select your documents within NetDocuments and click the Ask AI button. The system quickly semantically indexes the content, so you can make your request using natural language.
How long are conversations maintained by the ndMAX Legal AI Assistant?
Conversations are maintained for sixty days from the last interaction with that conversation.
What is the risk of AI hallucinations with the ndMAX Legal AI Assistant?
Because the answers are derived from the contents of the selected documents, the risk of hallucinations is greatly reduced. However, we always recommend keeping the human in the loop and confirming answers.
When querying across multiple documents, how do I know which document contains the answer to a question?
Each part of the answer is tagged with a reference to the specific document it came from.
What are the future plans for the ndMAX Legal AI Assistant?
Soon, we will be adding the ability to save prompts as My Prompts and then adding the ability for an organization to provide their own suggested prompts as well.
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