Automate Your Expertise with PatternBuilder

Elimine tarefas repetitivas e certifique-se de que o trabalho seja feito da maneira certa — do seu jeito — sempre.

With the PatternBuilder document and workflow automation tool, law firms and legal departments are translating their legal, business, and client expertise into automated workflows, document templates, and apps to support mission-critical processes.

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Introducing
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PatternBuilder MAX allows you to leverage AI responsibly — within the security and guardrails of NetDocuments. Now including nine “out-of-the-box” apps that incorporate generative AI to address the most common legal use cases!
Explore Use Cases

Winner: 2023 Legalweek Leaders in Tech Law Awards

Finding Value in Document and
Workflow Automation
Jennette Cheung, Senior Product Owner in Engineering at NetDocuments.
Jennette
Netdocuments
Aqui estão apenas algumas maneiras pelas quais advogados e profissionais jurídicos estão colocando o PatternBuilder em jogo, mas as possibilidades são infinitas.
GANHE NOVOS NEGÓCIOS MAIS RÁPIDO
Law firms can increase the speed at which they win new business by automating the “inquiry to engagement” process thanks to PatternBuilder. It allows users to build apps that support online matter intake and automatically generates client engagement letters and other document types, enabling true practice automation. ll client intake data is saved infor editing, updating, and reuse.
Easily Manage Internal Requests
Practices with complex, document-heavy work can leverage PatternBuilder to eliminate potential errors and build innovative solutions. For example, an M&A practice group can build a customized term sheet intake app, where it will automatically populate documents (even with complex legal logic requirements) and capture the intake information for future use.
Deliver Dependable Services & Solutions
A legal department can better manage internal requests (e.g., NDAs or business-unit-specific documents) and streamline efficiencies by developing apps for legal work intake requests. These apps can gather relevant information, automate the creation of documents, and then profile and securely store files in the appropriate NetDocuments workspace.

Experience a Better Way to Work with PatternBuilder

Jennifer Cathcart, Gerente Regional de Vendas, APAC da NetDocuments.
jennifer
Netdocuments

Connect with a NetDocuments team member to learn how PatternBuilder can help your organization scale your expertise and consistently deliver your best work.

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Not All Document & Workflow Automation Solutions Are the Same.
Imagem de Scott Kelly, PProduct Manager da NetDocuments
Scott
Netdocuments
Embora existam muitas ferramentas de automação excelentes, apenas o PatternBuilder foi desenvolvido especificamente para lidar com o grande volume de criação de documentos, o nível sofisticado de lógica e o nível de segurança que suas equipes precisam - tudo dentro da poderosa plataforma NetDocuments.
CRIAR E GERENCIAR AUTOMAÇES FACILMENTE
Using a “no code” approach that’s flexible and built with complex legal processes in mind, PatternBuilder empowers an organization’s experts to replicate and extend their knowledge into automations that save time and result in consistent, accurate, high-quality work. Powerful data tables capture and trigger data and tasks, streamlining automated workflows.
Simplifique o Complexo
Economize sua caixa de entrada automatizando e conectando processos de várias partes, como aprovações e revisões, incorporando suas regras e lógica exclusivas. Crie um fluxo de trabalho de automação de documentos de ponta a ponta e compartilhe-o por meio de um link seguro, em seu site ou no NetDocuments.
GERAR RECEITA
Productize and streamline your services. Automate intake via your website, email, or mobile device. Flow information automatically into an engagement letter for electronic signature. Automated work product is then created and distributed. This saves administrative time and effort; more important, it helps demonstrate the responsiveness that helps turn prospective clients into paying clients.
MANTENHA-SE EM CONFORMIDADE E SEGURA
Como parte da plataforma NetDocuments, o PatternBuilder herda as sofisticadas certificações de segurança e conformidade que milhares de escritórios de advocacia, departamentos jurídicos corporativos e entidades do setor público confiam com seus documentos e informações mais importantes. Agora você pode inovar enquanto permanece em conformidade.

Junte-se a milhares de profissionais jurídicos que escolheram
PatternBuilder para automatizar seus conhecimentos.

Solicite uma demonstração grátis
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Built directly into the NetDocuments platform, organizations of all sizes will be able to leverage this new capability while inheriting all of the security, governance and accessibility benefits of being in the cloud.
Josh Baxter
Diretor Executivo
Netdocuments
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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
Diretor de Inovação
Siskind susser
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Being able to automate both simple and complex documents and tasks, as well as manage and implement these new applications, is critical for legal professionals and their support teams. PatternBuilder gives organizations the ability to scale their expertise and consistently deliver their best work.
Dan Hauck
Diretor de Produto
Netdocuments

Recursos para você começar

Whitepaper: Automatize sua experiência! Por onde começar
Os profissionais jurídicos têm encontrado maneiras novas e aprimoradas de automatizar seus fluxos de trabalho e processos, mas pode ser assustador saber por onde começar. Este guia está aqui para ajudar.
Acesse o Whitepaper
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Descubra como o PatternBuilder pode te ajudar
automatizar e elevar o trabalho repetitivo.

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