We’re excited to introduce six new AI-powered apps in the ndMAX Studio, designed to help legal teams streamline trademark prosecution and plaintiff-side litigation. From reviewing trademark filings and responding to Office Actions to transforming medical records into draft demand letters, these new apps reduce repetitive work, accelerate key tasks, and help teams move matters forward faster, all within the security and guardrails of the NetDocuments platform.

AI is most valuable when it fits naturally into the work legal teams do every day. While many legal AI platforms ask firms to build their own workflows or stitch together third-party tools, the ndMAX Studio takes a different approach, offering 39 pre-built apps, each purpose-designed for a specific legal workflow and ready to deploy without developers. Every release connects new apps to what came before – building systems, not stacking features.

The six new apps span across two important practice areas. Trademark prosecution now includes a connected set of apps covering the phases where the most time and risk concentrate. Plaintiff-side litigation also gains its first dedicated workflow in the Studio, including a new expert profiling app to extend the litigation intelligence layer that has been building since earlier releases.

Whether you use these apps out of the box or customize them with the ndMAX AI App Builder, you can adapt them to your firm’s practice, jurisdiction, and processes – without writing code. Here’s a closer look at the new workflows and the practical ways they’re helping reduce manual work, improve consistency, and move matters forward faster.

A Connected Workflow for Trademark Prosecution

Trademark prosecution is filled with deadline-driven filings, repetitive Office Action responses, and pre-filing reviews that demand both speed and precision and consume senior practitioner time on routine work. With three new apps, Trademark Pre-Filing Registrability & Risk Review, Trademarks USPTO Office Action Response, and USPTO Trademark Prosecution Deadlines, firms and legal teams can move faster through the most time-intensive phases of trademark prosecution –  catching filing risks before they become problems, generating structured Office Action responses instead of starting from scratch, and calculating deadlines directly from source documents.

Trademark Pre-Filing Registrability & Risk Review App

No one wants to discover a problem after a trademark application has been filed. The Trademark Pre-Filing Registrability & Risk Review App reviews draft trademark applications before filing and generates a structured memo highlighting potential risks, including descriptiveness objections, disclaimer requirements, and scope drafting issues. By identifying these risks early, practitioners can make informed decisions before filing, when changes are faster, easier, and less costly.

What users get: Rather than relying on a senior practitioner’s time to perform every pre-filing review, teams receive a structured risk memo ready to act on immediately, helping improve consistency while accelerating the review process. In addition, this new app is the trademark counterpart to the Patent Pre-Filing Readiness Review App already in Studio, so IP departments can now have pre-filing quality assurance across their full prosecution portfolio.

Trademarks USPTO Office Action Response App

Every Office Action is different, but much of the response process follows familiar patterns. Instead of starting from a blank page, the Trademarks USPTO Office Action Response App analyzes the specific refusals and requirements in each trademark Office Action and produces a structured draft response based on a curated prosecution playbook. Teams spend time refining strategy instead of recreating standard analyses for every response.

What users get: Legal teams get a first-draft Office Action response tailored to the matter’s specific refusals, ready for practitioner review and refinement. This helps reduce repetitive drafting while improving consistency across Office Action responses. Together with the patent equivalent, USPTO Office Action Response App, IP teams have AI-powered support for responding to Office Actions across both patent and trademark prosecution all within a single platform.

USPTO Trademark Prosecution Deadlines App

In patent prosecution, a missed trademark deadline can mean abandoned applications and lost brand rights with no guaranteed path to recovery. Yet many docketing processes still rely on manual extraction from USPTO correspondence, introducing unnecessary risk into a critical workflow. The USPTO Trademark Prosecution Deadlines App identifies and calculates deadlines directly from the source documents, automatically adjusting for weekends and federal holidays, with human review required before anything is saved. By reducing manual data entry while keeping practitioners in control, teams can improve accuracy and stay ahead of important deadlines.

What users get:  Instead of manually tracking dates hidden in USPTO correspondence, legal teams receive prosecution deadlines that are automatically extracted and surfaced for review, helping reduce risk, improve efficiency, and keep matters moving forward. This app complements the USPTO Patent Prosecution Deadlines App, along with the Office Action Response and Pre-Filing Risk Review apps, to support trademark teams throughout the prosecution process.

Plaintiff Case-Building from Intake to Demand

Building on the litigation capabilities for defense-side and general litigation workflows, the Studio now adds support for plaintiff-side practice. With three new connected apps, including Medical Chronology, Demand Generator, and the Expert Witness Profile Builder, firms and legal teams can transform hundreds of pages of medical records into a structured chronology, then into a draft demand letter, all within NetDocuments and without relying on third-party vendors.

Medical Chronology App

Medical records are essential to building a strong plaintiff case, but reviewing and organizing hundreds of pages from multiple providers can consume hours of valuable time.  The Medical Chronology App takes raw medical records, hundreds of pages across providers and date ranges, and produces a structured chronological summary organized by treatment event, provider, and key clinical findings. Instead of relying on manual page-by-page review or outsourcing medical chronologies to third-party vendors, legal teams can create consistent, high-quality chronologies directly within NetDocuments, saving time while keeping sensitive case information in one secure platform.

What users get: Legal teams receive a structured medical chronology ready for case evaluation in an organized format with consistent documentation standards across matters. This helps firms and legal teams assess matters more quickly, prepare for the next stage of the case, and reduce the time spent on manual document review.

Demand Generator App

Once the chronology is built, the next challenge is turning that information into a well-supported demand letter. The Demand Generator App extracts damages from medical and financial records, calculates totals, and drafts a jurisdiction-appropriate demand narrative with a defensible demand range. It works across personal injury, employment, and insurance bad faith matters –  the practice areas where demand letters are a daily output and drafting hours accumulate fastest.

What users get: Instead of manually assembling damages, calculating totals, and drafting demand letters from scratch, legal teams receive a structured first draft built from organized case data – freeing attorneys to focus on strategy, negotiation, and client advocacy. Medical Chronology feeds the Demand Generator. Build the chronology from raw records, then generate the demand from organized case data. Together, they create a seamless plaintiff workflow that replaces what firms have been paying outside vendors and associates to do by hand.

Expert Witness Profile Builder App

Expert witnesses often appear across multiple cases, yet the insights legal teams gather about them are frequently scattered across files, transcripts, and individual attorneys’ experience. The Expert Witness Profile Builder App creates searchable, structured profiles from CVs, deposition transcripts, and published works. Over time, each profile becomes richer with prior testimony, potential inconsistencies, cross-examination vulnerabilities, and credential gaps that can help strengthen case preparation.

What users get: Instead of researching the same expert from scratch in every matter, legal teams build a searchable internal database of expert witnesses that builds automatically with every case. This makes it faster to prepare for depositions, identify impeachment material and cross-examination opportunities, and leverage institutional knowledge across the firm. Alongside existing litigation apps in the ndMAX Studio, this app helps legal teams build institutional knowledge that becomes more valuable with every matter, making preparation faster and more consistent over time.