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About PatternBuilder MAX

PatternBuilder MAX Review: Artificial Intelligence for Lawyers

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Lawyerist Rating for PatternBuilder MAX


Rating Breakdown

Our Rating: 4.4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.


Product Details

Core Features

For , the following are essential features, and you should therefore expect to see a check in every box in this section.


Product Security

Most AI products are built in such a way that they are inherently insecure. If this box is checked, the product or application claims to keep data secure and away from the prying eyes of the public. Although users should not put client information into these platforms, typically sensitive company information is safe.

Client Confidentiality

While some products are secure enough for your own data, others go the extra step of making sure no third party (even themselves) have access to any of the data in your AI product. In these cases, the provider claims that your data is secure enough to maintain your client's Attorney/Client privilege.

Marketing Tasks

Can this product be used for basic marketing tasks like blog creation, social media videos, or website images?

Documentation Assistance

Can this product be used to help document how to do something, whether internal or external facing?

Non-legal Research

Is this product helpful with basic, non-legal research?

Legal Research

Although answers from any large language model tool should be double checked by an appropriate expert, some products claim to be trained on legal specific information. In these cases, it may be reasonable to trust them with legal specific questions or research. Keep in mind, however, that your professional rules likely require you to check their work.

Basic Drafting

Will this product assist in basic drafting of non-legal specific documents (e.g. email, invoices, job descriptions)?

Legal Specific Drafting

Can this product be useful in handling legal specific drafting?

Contract Management

Can this product be used to create and manage contracts?

Additional Details about PatternBuilder MAX

Creating New Documents with AI

PatternBuilderMAX can take a sample or model document and create a new branded, formatted draft document based on that sample or model.

Extracting Information Quickly from Existing Documents

When you receive documents, PatternBuilderMAX can “read” those documents, extract the relevant information, and save it into a NetDocuments-stored database. Similarly, PatternBuilderMAX can summarize documents and build custom interview scripts from those documents. For example, the AI could “read” a deposition and make entries into a database of “case name”, “deponent,” “”examining attorney,” “topics covered,” and more. You could then have PatternBuilderMAX create a list of proposed questions for that or other witnesses from what it knows of the deposition.”

Who PatternBuilder MAX is for

PatternBuilderMAX is best for existing NetDocuments customers, and those shopping for a full-featured DMS solution for their firm, who also want to take advantage of cutting-edge AI tools to help them draft and analyze documents.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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