Understanding the PatternBuilder Max Studio Apps

Posted in PatternBuilder Max on May 30, 2024 by Craig Bayer

 

There are 3 categories of PatternBuilderMax:

  1. Analyze (examples: compare, summarize, timeline)
  2. Extract (to extract data, in the future will have the ability to autoprofile a document)
  3. Draft/Content Creator (example:use one document as an example to create a new one)

 

App Started from NetDocuments

Compare: Compares two documents based on custom criteria that the user provides. (Started From NetDocuments)

Limit: The total length of the two documents selected cannot exceed 82,000 characters.

 

Draft: Automatically drafts a new document, allowing users to select a prior precedent document as an example or draft a document from scratch based on custom instructions. This can include analyzing a patent application rejection letter and writing an appropriate appeal, taking a fact sheet and drafting a new lease, or rejections to demand letters. (Started From NetDocuments)

Limit: There is a maximum precedent and draft size of approximately 20 double-spaced pages (~20,000 characters), respectively.

Limit: There is a maximum precedent and draft size of approximately 10 double-spaced pages (~10,000 characters), respectively.

 

Query Document: Ask one or more questions of a document stored in NetDocuments, ensuring quick answers even when buried in lengthy, complex documents. (Started From NetDocuments)

Limit: Documents must be no more than approximately 80 double-spaced pages (80,000 characters).

 

Summarize: Generates a summary of a document that you select in NetDocuments. Firms can generate a general summary or apply a summary template for specialized use cases (depositions, loan agreements, etc.). (Started From NetDocuments)

 

Translate: Automatically translates text from one language into another, supporting over a dozen languages. (Started From NetDocuments)

Limit: Documents must be no more than approximately 15 double-spaced pages (15,000 characters).

 

Translate: Automatically translates text from one language into another, supporting over a dozen languages. (Started From NetDocuments)

Limit: Documents must be no more than approximately 15 double-spaced pages (15,000 characters).

 

Apps Started From Word

 

Continue Draft: Quickly drafts the next section of a document based on prior content in the document. Optionally, users can include prior precedents to enhance the quality of the draft further. (Started From Word)

Note: Only the last 30,000 characters (~ 30 double-spaced pages) of selected text will be taken into account when continuing the draft.

 

Extract: Automatically extracts one or more entities from the selected document, and resulting data can then be saved to a database, written into a document, or both. This app is ideal for identifying and storing contract data. (not available yet)

Contract Playbook: Instantly analyze an agreement based on the selected contract playbook, including organization-specific contract playbooks that analyze any type of desired agreement. (Started From Word)

This app can only analyze contracts of 70,000 characters or less.

 

Timeline: Generates a timeline of events based on the selected text. (Started From Word)

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer