PatternBuilder

Replicate and automate your unique templates and processes, so they’re done the right way — your way — every time.

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.

Hear what others are saying!

See how customers are translating legal, business, and client expertise into workflows, automated document templates, and apps to support mission-critical processes.

Our firm has seen major efficiencies, including cutting down the time it takes to prepare some documents by as much as 90%. These efficiencies free up our staff to serve more clients and do higher-level work.

Josh Waddell

Chief Innovation Officer / Siskind Susser

The fact that PatternBuilder is natively integrated not only makes it easy and instinctive to use, but also ensures our workflow automations inherit all of the security and compliance we count on with the NetDocuments platform.

NetDocuments Customer

Being able to automate both simple and complex documents and tasks, as well as manage and implement these new applications, is critical for legal professionals and their support teams. PatternBuilder gives organizations the ability to scale their expertise and consistently deliver their best work.

Dan Hauck

Chief Product Officer / NetDocuments
Watch a recent webinar about patternbuilder

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.

Get a Personalized Demo

Simplify 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 and clients and customers.

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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 data.

Get a Personalized Demo

Easily 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
NetDocuments hosted webinar discussing the challenges of repetitive and mundane tasks and how NetDocuments PatternBuilder automation tool can help.

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.

Watch the on demand webinar now

Check Out More About PatternBuilder

Explore the DELIVER Solution

Safely organize, package, share, and automate content for clients and constituents.

GET A PATTERNBUILDER DEMO

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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