About PatternBuilder MAX

PatternBuilder MAX Review: Artificial Intelligence for Lawyers

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Lawyerist Rating for PatternBuilder MAX

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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.

4.4/5

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Overview
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What is PatternBuilder MAX?

PatternBuilder MAX is an AI add-on product from NetDocuments, part of its ndMAX suite of AI tools. With PatternBuilderMAX, you define the questions and workflows to produce documents. PatternBulderMAX uses your existing documents, or the subset you select, as the basis for creating new documents.

Starting Cost: Custom

Pros
  • Document Analysis Focused
  • Document Drafting Focused
  • Powered by Your Documents
Cons
  • Add-on Product
  • Not for Caselaw Research
Overview
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PatternBuilder MAX Review: Artificial Intelligence for Lawyers Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

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Product Details

Apps
  • Web
Website
https://www.netdocuments.com/ndmax#patternbuildermax

Core Features

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

Yes
No

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?

Frequently Asked Questions

Where can I use PatternBuilder MAX?

PatternBuilder MAX is web-based.

What is the price of PatternBuilder MAX?

PatternBuilder MAX requires a NetDocuments subscription, which itself requires a conversation with the vendor or a reseller.

Does PatternBuilder MAX integrate with my Law Practice Management Software?

Not directly, although NetDocuments integrates with several LPMS applications. You could also make use of Zapier or API-level programming to integrate the two.

Where does PatternBuilder MAX get it's information?

PattterBuilder could combine information from existing documents stored in NetDocuments, documents you upload to it, and from end-user questionnaires.

Does PatternBuilder MAX search caselaw?

No, Patternbuilder does not search case law.

What secondary sources does PatternBuilder MAX have?

PattternBuilder does not have secondary sources beyond any information you provide it.

Is PatternBuilder MAX reliable?

PatternBuilder MAX is reliable, both in terms of platform stability and operational accuracy.

Is PatternBuilder MAX difficult to use?

No, PatternBuilder MAX is not difficult to use, especially for those already familiar with document templates, workflows, or conditional logic. It was designed to be a no-code tool, allowing non-developers to build and deploy automation apps without programming experience.

What type of practice uses PatternBuilder MAX?

PatternBuilder MAX is used across a wide range of legal practices because it’s flexible, no-code, and built into the NetDocuments platform.

Does PatternBuilder MAX have reminders and alerts?

PatternBuilder MAX itself does not natively include reminders or alerts as standalone features. It's primarily focused on document automation, workflow execution, and AI-enhanced drafting within the NetDocuments ecosystem. However, there are several ways you can incorporate or trigger reminders and alerts in workflows that involve PatternBuilder MAX.

Additional Details about PatternBuilder MAX

PatternBuilder MAX is an advanced no-code automation tool integrated directly into the NetDocuments platform. It is the AI-enhanced evolution of PatternBuilder, designed to automate legal workflows and document generation with the help of generative AI.

It combines:

  • Workflow automation
  • Template-based document creation
  • Generative AI for text generation and extraction
  • Integration with client/matter metadata

It allows legal professionals and knowledge workers to build and deploy custom apps inside their DMS; enabling automation for intake forms, clause generation, document summaries, and more.

AI-Powered Document Drafting

  • Use AI to generate first drafts from templates.
  • Supports document summaries, clause replacement, and complex logic handling.

No-Code App Building

  • Anyone (not just IT or devs) can create apps with branching logic, conditional steps, and multiple data sources.
  • Apps can be linked to NetDocuments content and metadata.

AI Extraction

  • Extracts structured data (like parties, deadlines, terms) from documents using AI.
  • Useful for due diligence, intake, and data normalization.

Automated Workflows

  • Chain together steps like document creation ? review ? filing.
  • Incorporates approvals, reminders, and automated metadata tagging.

The “MAX” in PatternBuilder MAX?

PatternBuilder MAX introduces Generative AI capabilities — such as:

  • Interacting with documents using prompts (e.g., “Summarize this deposition transcript”).
  • AI-enhanced clause selection and recommendation.
  • Drafting responses from prior documents or templates.

It also includes prebuilt apps for common legal tasks, like:

  • Deposition summaries
  • Privilege reviews
  • Contract reviews
  • Summarizing discovery documents

These prebuilt tools can be customized to a firm’s needs.

Who PatternBuilder MAX is for

PatternBuilder MAX 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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