
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.

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.

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.
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The Hidden Costs of Outdated LegalTech: Understanding the gaps – and how to fix them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.
Contract Review
Reviewing contracts is time-consuming, repetitive work that slows deal velocity and ties up senior attorneys. NetDocuments Legal AI Assistant accelerates contract review by instantly summarizing agreements, surfacing risks, and answering specific questions so your team can focus on negotiation and strategy with citations that let reviewers verify answers directly in the source document.
How NetDocuments AI Helps You Review Contracts Faster
- Summarizes long agreements into plain-language overviews
- Answers targeted questions about risk, term, and obligations across the agreement
- Returns answers with citations so reviewers can verify the source in one click
Key Contract Clauses AI Identifies That Create Risk
- Indemnification, liability caps, and termination triggers
- Auto-renewal, notice, and change-of-control provisions
- Confidentiality, data protection, and IP ownership terms
Mergers & Acquisitions
M&A due diligence involves analyzing hundreds of contracts and documents across a target’s operations, a process that traditionally takes weeks and requires deep expertise. NetDocuments Legal AI Assistant helps you sift through purchase agreements, employment contracts, IP assignments, and regulatory filings to identify deal risks, consent requirements, and structural issues in a fraction of the time.
M&A Documents AI Can Analyze
- Purchase agreements, LOIs, and disclosure schedules
- Target customer, vendor, and employment contracts
- IP assignments, licenses, and regulatory filings
Key Risks and Provisions Identified in M&A Documents
- Change-of-control, MAC, and consent requirements
- Earn-outs, escrow holdbacks, and indemnification caps
- Restrictive covenants and outstanding litigation exposure
Legal AI for Litigation Teams
Document-intensive litigation demands careful chronology work and cross-referencing that consumes paralegals’ time and introduces human error. NetDocuments Legal AI Assistant builds timelines, summarizes witness testimony, and surfaces contradictions and key facts across case files so your litigation team can identify stronger motions and trial strategy faster.
Make Sense of Case Files Faster with AI Case Analysis
- Builds chronologies with linked source documents
- Summarizes depositions and witness statements in minutes
- Answers questions like “where did the witness contradict prior testimony?”
Key Insights Extracted from Litigation Documents
- Key dates, events, and procedural deadlines
- Contradictions across testimony and prior statements
- Damages theories and supporting evidence
Agentic AI for Legal Document Editing and Automation
Agentic AI doesn’t just answer questions, it takes action by editing, formatting, and updating documents based on your instructions.
What Makes Agentic AI Different
- Goes beyond Q&A to actually edit and rewrite content directly in Microsoft Word
- Runs inside your secure NetDocuments workspace with full version history
- Keeps the lawyer in control with tracked changes you can accept or reject
Types of Documents You Can Edit
- Contracts, NDAs, and templates
- Client communications
- Settlement and discovery documents

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.


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.

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
Resources
Level up with these resources
-

- eBook/Whitepaper
Lawyers Weekly Legal Tech Guide 2026
AI is transforming the legal industry — and it’s happening now.…
-

- eBook/Whitepaper
1-Minute Guide to Why an Intelligent DMS Matters Now
Leaders in legal are rethinking the role of their document management…
-

- eBook/Whitepaper
Lawyers Weekly In-House Guide 2025
Your guide to smarter, faster, and more strategic in-house legal operations.…
-

- Webinar
Time to take control of your firm’s documents – the how and why of document management for SME firms
Discover the essential steps for SME law firms to stay competitive,…
FAQs
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


