NetDocuments unveils ndMAX Assist agent

NetDocuments today (13 August) announced the launch of ndMAX Assist, an agent that will enable users to query their documents using natural language, create summaries, and draft responses or revisions to content. It is currently in beta and will be more widely available later this year. ndMAX Assist also includes a Microsoft Copilot integration, enabling users to submit queries to Copilot which can reach into NetDocuments while respecting relevant content permissions, ethical walls, and other organization-specific security measures.

The NetDocuments company update at ILTACON will showcase several upcoming enhancements for the ndMAX AI and automation portfolio. Jill Schornack, vice president of product at NetDocuments, says that the roadmap features specialized agents for common tasks like contract analysis and review, automated document classification, and the ability to initiate any PatternBuilder MAX automation from the ndMAX Assist agent.

NetDocuments launched its no code automation platform PatternBuilder MAX following its 2022 acquisition of Afterpattern, and it has been NetDocuments most successful product to date, with over 13000 users worldwide to date.

As announced at the ILTACON G100, NetDocuments will bring semantic search capabilities to its platform in the first half of 2025. “We believe this is a critical capability for helping customers search their content more effectively, moving beyond keywords to true natural language search and returning the results that legal professionals expect,” said Dan Hauck, chief product officer at NetDocuments.

Josh Baxter, CEO of NetDocuments, said: “Having an intelligent agent inside NetDocuments gives users another way to securely interact with their documents through generative AI without needing to transfer content into another platform. This is another example of how we’re committed to helping legal professionals do their best work – with greater precision and confidence.”