Legal AI Assistant

Go beyond reliable insights and take action with your personal legal AI assistant.

Unlock the power of AI to improve your legal practice — it’s easier than you think! Instead of digging through pages and pages to find answers within documents, let the ndMAX Legal AI Assistant do the work. Ask a question of one or hundreds of files, get instant answers, and then take action. 

Legal AI Assistant

Smart conversations deliver insights

Ask questions about your content and complete common legal tasks like generating summaries, chronologies, and translations, right inside NetDocuments. Get instant results and pick up where you left off to ask follow-up questions. 

Agentic AI tools take action

Part of the Legal AI Assistant, agentic AI allows you to take actions based on your natural language requests. Take the drudgery out of legal document workflows and have the Assistant make edits in Word or extract data for you.

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Secure & access controlled

Taking confidential content outside your trusted system of record to use an AI tool introduces risks. Instead, bring AI to your content, so your information stays secure, permissioned, and private. 

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on-demand webinar

The Hidden Costs of Outdated LegalTech: Understanding the gaps – and how to fix them

Tailored Legal AI Solutions for Every Legal Professional

Check out these common uses.

Wow clients & customers

With an intelligent AI assistant by your side, you can provide top-notch legal services faster by tapping into the knowledge within your documents. Have more time to spend on strategic initiatives and building relationships.

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Get started with AI easily

You don’t need a big upfront investment to begin using AI. With the Legal AI Assistant, you can start small, prove ROI, and build internal support for broader AI adoption.

Access across Microsoft 365

Easily access the power of NetDocuments AI and automation capabilities from Microsoft 365 tools you use every day.

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Solve real-world legal challenges & support your organization’s broader goals.

If you’re facing internal pressure to adopt an AI strategy but are hesitant due to concerns about cost, ROI, or security, the ndMAX Legal AI Assistant offers an affordable, intuitive solution to get you started safely. Here’s how we help:

Cost-effective entry point for AI


Introducing AI into your organization doesn’t need to be a large, upfront investment. With the legal AI assistant, you can start small, prove ROI, and build internal support for broader AI adoption.

Enhanced productivity
& efficiency

Reduce overhead costs by streamlining time-consuming everyday document-related tasks. Find answers faster and enhance your client service with an AI assistant that’s always ready to help.

Drive competitive advantage

Stay ahead of your competitors by delivering faster legal services through AI. ndMAX empowers you to be more responsive to your clients, improving service and driving referrals.

Support organizational AI initiatives

Align with the broader goals of the organization by introducing secure AI into your workflows, including integration with Microsoft Copilot and AI efficiency gains.

Proactively address compliance

NetDocuments is the #1 true-cloud document management system, helping thousands of professionals keep their documents and emails safe, organized, compliant, collaborative, and ready to inspire their best work.

Champion AI adoption

Use the Legal AI Assistant to identify internal AI champions who can advocate for broader digital transformation within your organization.

customer stories

See what customers are saying…

“It makes sense to leverage AI where our documents and knowledge get stored: our DMS.”



Chris Jaglowitz
Common Ground Condo Law

“The introduction of the ‘ask AI’ Legal AI Assistant into the NetDocuments platform gives people the ability to navigate and understand content at a different level. They can ask a question of one or multiple documents and get reliable responses.”

Judi Flournoy
Kelley Drye

Is the legal AI assistant secure?

Yes. The NetDocuments Legal AI Assistant is built to keep your content inside your NetDocuments tenant, with encryption in transit and at rest and access governed by the same workspace, folder, and document permissions your firm already enforces. Your repository content is never used to train public models, prompt and response processing is transient, and retention follows your firm’s NetDocuments governance settings. Administrators can also apply AI-specific Data Loss Prevention controls to block, restrict, or audit how sensitive content is sent to or returned by AI features.

Can the legal AI assistant draft legal documents?

Yes. The Legal AI Assistant can generate summaries, chronologies, translations, and content suggestions, and its Agentic AI Editing Tool can make tracked edits and rewrites directly in Microsoft Word based on your plain-language instructions. For full template-based document generation, firms typically pair the AI Assistant with AI App Builder and Ready-to-Go Legal AI Apps

Does NetDocuments’ AI Assistant work with Microsoft 365 and Teams?

Yes. The Legal AI Assistant is accessible across the Microsoft 365 tools your team uses every day, and the Agentic AI Editing Tool runs directly inside Microsoft Word so you can give plain-language editing instructions and watch tracked changes appear in real time. It also works in tandem with NetDocuments’ Teams and Outlook integrations.

How long does it take to implement NetDocuments’ Legal AI Assistant?

Rollout is fast. Because the Legal AI Assistant runs on the documents and security model already in NetDocuments, customers can turn it on quickly and put it in users’ hands without a long deployment cycle.

What types of legal documents can the AI Assistant analyze?

The Legal AI Assistant can analyze documents you select inside NetDocuments, including contracts, leases, pleadings, deposition transcripts, corporate records, and other matter content.

NETDOCUMENTS

Ready to see the Legal AI Assistant in action?