Webinar - AI - PatternBuilder Max - February18, 2026

LIVE WEBINAR

From Manual to Magical: Leveraging NetDocuments AI with PatternBuilder Max

Unlock the Full Power of AI in NetDocuments: PatternBuilder Max & Studio Apps

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Are you getting the most out of NetDocuments' AI capabilities?

Join Optiable's Craig Bayer and AI expert Julian Gilson for an interactive session exploring PatternBuilder Max and the growing ecosystem of Studio Apps.

WEBinar TIME & DATE

February 18, 2026

WEDNESDAY

1:00 PM ET

(1:00 pm – 2:00 pm Eastern)

Webinar Host

Craig Bayer

NetDocuments Consultant

Craig Bayer is a Trusted NetDocuments Consultant who has:

Successfully implemented NetDocuments at over 500 law firms across the United States and Canada
A proven track record of optimizing technology to meet the unique needs of law firms

Webinar Guest

Julian Gilson

Innovative AI Solutions in Professional Services

In this webinar, Julian will share:

A practical, client-first perspective on using ndMax to modernize document management and accelerate AI-enabled workflows
Implementation strategy, change management, and how to deploy responsibly for measurable efficiency gains.

More About Julian Gilson

Julian Gilson is an AI product and implementation leader with 10+ years of experience delivering AI-driven transformation across financial services, legal, and public-sector clients. He specializes in taking AI initiatives from concept to deployment, translating business requirements into scalable solutions while aligning technical execution, governance, risk controls, and end-user adoption. Julian has led and managed large AI/ML and data product portfolios in highly regulated environments, including serving as a Product Manager for AI, Data & Analytics at Deutsche Bank.

Whether you already have PatternBuilder Max or are curious about what AI automation can do for your firm, you'll discover:

How PatternBuilder Max uses AI to automate document classification, metadata extraction, and workflow routing
Ready-to-use Studio Apps that solve common law firm challenges
Practical strategies to maximize your PatternBuilder Max investment
Live demonstrations of AI-powered patterns in action

Walk away with actionable insights to reduce manual work, improve accuracy, and help your team focus on higher-value tasks.

CLICK HERE TO RESERVE YOUR SPOT