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Legal Document Automation & Assembly

Get work done faster with easy-to-use legal document automation.

From automating repetitive tasks to building complex multi-user workflows, deliver exceptional work to hundreds of clients effortlessly with PatternBuilder legal document automation in NetDocuments. 

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Put your expertise to work with the click of a button.

Fast multi-document creation 

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Using your expertise, data, and logic rules, automatically generate entire packages of accurate documents. Easily create, manage, and adjust automations without the help of developers or IT. 

Centralized data collection for reuse 

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Data collected from intake apps or connected databases gets stored in data tables for editing and updating, or reuse across documents and apps. Clauses and templates can also be stored for easy access when automating documents. 

Level up with AI + automation 

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Supercharge entire workflows by adding in the power of AI. Instantly generate playbooks, review contracts, prepare depositions, and more with ready-to-go apps built to bring generative AI + automation to legal use cases.  

Speed up drafting

Upgrade your document assembly process with legal document automation. Customized workflows populate user inputs into Word and PDF documents and then automatically save them in your preferred location in seconds. 

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Fast document drafting
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Go further with AI

Want more powerful automations? Bring the power of generative AI to legal document automation with the ndMAX AI App Builder. Create your own generative AI apps for legal use cases that incorporate automation tailored to your needs. Take advantage of ready-to-go legal AI apps, or customize them.

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Keep documents secure

Many automation solutions fail to meet the security and compliance needs of law firms, highly regulated industries, and the public sector. With legal document automation built into the NetDocuments platform, your documents always stay within the security and access controls of the DMS.  

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Fast-track complex processes 

Workflows involving multiple users can be cumbersome and prone to errors and delays, but legal document automation uses your unique rules and logic to keep things moving. This helps simplify complex processes, create smoother experiences, and ensure your team meets critical deadlines. 

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Discover a Smarter way to work

Here’s why customers are using PatternBuilder for legal document automation.

customer stories

See what customers are saying…

“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
Siskind Susser

“After implementing recent automations, some of the firm’s clients are already benefitting from reduced fees and exploring the opportunity to self-serve automations, while the firm’s lawyers have realized over 100 hours in time savings.”

Alex Bazin
Lewis Silkin

FAQs

Will legal document automation provide significant ROI? 

Absolutely! NetDocuments legal document automation helps save valuable time and increases efficiency dramatically — some teams report that document preparation is 10X faster.

Does NetDocuments legal document automation integrate with our existing systems? 

Yes! NetDocuments legal document automation is seamlessly built into the NetDocuments platform and also integrates with Microsoft 365 tools like Word and Outlook.

Can legal document automation meet our team’s specific needs? 

Definitely! The NetDocuments legal document automation solution is extremely flexible and customizable to meet the unique needs of different legal practices, jurisdictions, clients, and individual lawyers.  

How secure is legal document automation? How does it support compliance? 

With NetDocuments, legal document automation is incredibly secure. It’s built into the NetDocuments platform, which means it inherits the same multilayer, award-winning security and compliance certifications as the rest of the document management system.

Does NetDocuments legal document automation require ongoing IT or developer support to manage and maintain the tool and apps? 

No, NetDocuments legal document automation is a low-code tool, so you don’t need programming skills, IT support, or outside developers to manage your automations. Lawyers and legal professionals can easily and independently create customized document automations. 

Can NetDocuments handle large-scale document computations and complex workflows?  

Yes! NetDocuments legal document automation is a cloud-based tool with a powerful legal logic engine, so it’s built for scalability and reliability in complex legal settings.

Resources

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