PatternBuilder
Eliminate repetitive tasks by replicating and automating your unique templates and processes, so they’re done the right way — your way — every time.
Transform the Way You Work with PatternBuilder
Using a “no code” approach that’s both flexible and intuitive, PatternBuilder puts an organization’s experts at the center of custom document creation. And makes it EASY to create, manage, and adjust automations. Now with data tables so your content can be easily edited, updated, or reused.
From NetDocuments: Data Tables for PatternBuilder
Users can now leverage data and variables collected during the intake process or from third-party databases for future reuse in document creation and workflow automation using data tables. Attend our upcoming webinar to learn more!
Webinar: Automate Your Expertise with NetDocuments
Monday, May 22 at 11am ET
Thursday, May 25 at 2pm GMT
Learn more and register
Hear what your peers are saying about PatternBuilder!
See how customers are translating legal, business, and client expertise into automated workflows, document templates, and apps to support mission-critical processes.
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Solving the Challenge of Repetitive, Mundane Tasks with PatternBuilder
Automate Your Unique Templates and Processes
The PatternBuilder document and workflow automation tool enables law firms, legal teams, and the public sector to translate their legal, business, and client expertise into workflows, automated document templates, and apps to support mission-critical processes — all natively within NetDocuments. Watch this webinar to learn more and see it in action.
What is PatternBuilder?
Learn more about the features and differentiators of this powerful document and workflow automation tool.
Create Customized, Error-Free Documents at Scale
Embed document assembly directly into your DMS.
Go beyond “find and replace” with custom automations that populate user inputs into your Word and PDF documents and automatically save those documents in the folder or workspace of your choosing — all in a matter of seconds. Using your expertise, data, and logic rules, PatternBuilder can automatically generate entire packages of documents with the click of a button. Data collected from intake apps or connected databases is stored in data tables for editing and updating, or reuse across documents and apps. Clauses, templates, and other commonly used content can also be stored for easy access when automating documents.
Get a personalized demoSimplify Complex Tasks
Connect multipart processes like approvals and reviews.
Powerful document automations that incorporate your business’s unique rules and logic make end-to-end processes smoother for your legal professionals, clients and customers. Automate multi-user workflows by capturing and triggering task activity via data tables.
Get a personalized demo
Innovate While Remaining Compliant
Inherit NetDocuments security with every app you create.
Where many automation solutions don’t measure up to the security and compliance requirements of law firms, highly regulated industries, and the public sector, PatternBuilder comes with NetDocuments’ sophisticated multilayer security and compliance certifications that thousands of similar organizations already trust with their most important documents and data.
Get a personalized demoEasily Create and Update Automations
Empower your people with a no-code tool.
Because PatternBuilder is a no-code tool, the power is in the hands of your lawyers and other experts to replicate and automate their unique processes and documents without having to rely on software developers or IT professionals.
Get a personalized demo
Solving the Challenge of Repetitive, Mundane Tasks with PatternBuilder
Inherit NetDocuments security with every app you create.
Where many automation solutions don’t measure up to the security and compliance requirements of law firms, highly regulated industries, and the public sector, PatternBuilder comes with NetDocuments’ sophisticated multilayer security and compliance certifications that thousands of similar organizations already trust with their most important data.
Get a personalized demoCheck Out More About PatternBuilder
Explore DELIVER Capabilities
Safely organize, package, share, and automate content for clients and constituents.
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Let's connect!
Book a meeting with a NetDocuments team member to find out how the PatternBuilder document and workflow automation tool can empower your teams to replicate and automate their unique templates and processes, resulting in faster, higher-value client service.
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