Understanding NetDocuments PreBuilt ndMax Studio Apps

Before we begin, let’s clarify some terminology.

PatternBuilder –  Allows you to turn your documents into templates.  There is also the capability to create Data Tables that you can store client data to generate documents over and over again.  By default, PatternBuilder doesn’t come with prebuilt templates.

NetDocuments AI Assistant – Build directly into NetDocuments, which allows you to run AI queries on documents in NetDocuments efficiently.  There is nothing to build here; once a firm undergoes training, they can use it immediately.

ndMax – NetDocuments product that allows firms to build AI apps.  Because firms have varying levels of expertise with AI, NetDocuments has created around 20 prebuilt AI apps that are ready to use as soon as they are installed in your NetDocuments Account.  The purpose of this post is to outline the capabilities of the prebuilt apps, enabling firms to determine which ones are most useful to their practices.  Once a firm has decided that, we will install them in NetDocuments.

See here for more information: https://studio.netdocuments.com/

Compare

The Compare legal app enables users to quickly analyze substantive differences between two legal documents without relying on traditional redlining. Instead of tracking every minor textual change, this app focuses on highlighting key variations in critical provisions—such as payment terms, governing law, indemnification clauses, and other essential areas—helping lawyers assess how a third-party agreement deviates from their gold-standard agreements.

Users simply select two documents from their NetDocuments repository, and the app generates a structured Word document report summarizing the most significant differences. This targeted comparison helps legal teams quickly evaluate risks, ensure compliance with internal policies, and streamline contract negotiations.

The Compare app is particularly useful for high-level contract analysis, making it easier to assess third-party agreements against preferred templates. The generated report can be saved back into NetDocuments for future reference, enabling more efficient contract review workflows.

Continue Draft

The Continue Draft legal app accelerates the drafting process by allowing legal professionals to generate suggested language for their documents directly within Microsoft Word. Integrated into the NetDocuments Word Add-in, this app enables users to provide instructions on how they would like their draft document to be continued, and it outputs high-quality suggested text accordingly.

Whether drafting a clause or an entire section, the Continue Draft app helps streamline the writing process by providing structured, context-aware language that aligns with the user’s instructions. The generated content can be easily copied and pasted directly into the document, allowing legal professionals to refine and adapt the text as needed.

The app is designed to work efficiently with legal documents of up to 300 double-spaced pages, ensuring that it can support drafting needs across a variety of contract types, pleadings, agreements, and other legal materials.

Contract Risk Analysis

The Contract Risk Analysis legal app streamlines contract assessments by automatically evaluating one or more agreements against user-defined risk criteria. Instead of manually reviewing contracts for potential issues, legal professionals can use this app to quickly categorize risk levels and receive detailed rationales for each assessment.

For each selected contract, the app flags risk levels as Low, Medium, or High, based on the predefined criteria. Along with each risk designation, a rationale is provided, helping legal teams understand why a particular contract or clause presents a potential concern. This structured analysis ensures consistency and allows for faster, more informed decision-making.

Once the risk assessment is complete, the results are compiled into a well-formatted Word document report summarizing the risks associated with each analyzed contract. The report is then instantly filed back into NetDocuments, making it easy to reference in future negotiations, due diligence reviews, or internal audits.

This app is particularly useful for:‍

Due diligence in mergers, acquisitions, and corporate transactions.‍

Internal contract audits to ensure compliance with company policies.‍

Third-party contract reviews to assess potential risks before entering agreements.

Note this app includes options for Employment Agreements, Intellectual Property Agreements, Lease Agreements, and Supplier/Vendor Agreements, but can be customized for any type of agreement or analysis criteria desired.

By automating the risk analysis process, the Contract Risk Analysis app helps legal teams save time, enhance consistency, and mitigate contractual risks at scale.

Deposition Prep

The Deposition Prep app helps litigators efficiently plan and structure their deposition strategy by generating well-organized topics and questions tailored to their case. Instead of starting from scratch, legal professionals can simply enter key information about the case and specify areas of interest, and the app will automatically generate suggested deposition topics along with detailed questions under each topic.

The app outputs a well-formatted questionnaire, providing a structured framework that litigators can review, refine, and customize as needed. This ensures that deposition preparation is thorough, strategic, and aligned with case objectives while saving valuable time.

By streamlining deposition preparation, this app helps litigators conduct more effective depositions, uncover key testimony, and enhance overall case strategy.

Extract

The Extract legal app streamlines document analysis by automating the identification and extraction of key entities from legal agreements. Instead of manually reviewing contracts for critical information, legal professionals can use this app to quickly pull predefined data points from documents stored in NetDocuments.

The app supports extraction templates tailored to specific document types, including Leases, Non-Disclosure Agreements, Master Services Agreements, and Independent Contractor Agreements. Users simply select a document from their repository, and the app automatically extracts relevant entities—such as party names, key dates, payment terms, and governing law—based on the predefined template for that document type.

Once the extraction is complete, the results are compiled into a structured Word document report, which can be saved back into NetDocuments for easy reference. The app’s functionality is highly customizable: additional document types and extraction templates can be added, and extracted data can be stored not just in reports but also in structured data tables, within the document’s profile, or even sent via email.

By eliminating the need for manual data entry and review, the Extract app enhances efficiency, reduces errors, and ensures consistency across contract lifecycle management workflows. Whether flagging obligations, tracking renewals and expirations, summarizing key terms, or preparing market trend reports, legal teams can leverage this tool to streamline their document analysis.

Issues List Generator

The Issues List Generator legal app automates contract review by applying a firm’s existing contract playbook to an agreement and generating a structured list of potential issues. Instead of manually reviewing contracts for deviations from preferred policies, legal professionals can use this app to quickly flag whether changes are needed based on established contract guidelines.

The app analyzes the agreement against the contract playbook, identifying deviations, flagging risk areas, and—when applicable—suggesting alternative language based on the firm’s preferred terms. It supports complex playbooks with over 100 policies, ensuring a thorough and consistent review process across a wide range of contract types.

Users can choose how they receive the output: the identified issues can be compiled into a well-structured Word document report, or the app can be run directly within Microsoft Word via the Word Add-in, allowing attorneys to review flagged issues in real-time while working within the document. This flexibility ensures that firms can integrate the Issues List Generator seamlessly into their existing contract review workflows.

For firms or companies that don’t already have their own contract playbook, the Playbook Generator app can be used to create one automatically based on precedent documents stored in NetDocuments. Together, these apps form a powerful contract analysis solution, transforming contract review from a slow, manual process into an automated, policy-driven workflow.

Judge Analytics App

The Judge Analytics App transforms curated collections of judicial orders into a structured dataset.  It enables users to generate clear, on-demand profiles that reflect a judge’s procedural patterns, reasoning methods and tendencies across key motion types.

By analyzing how a judge has ruled in the past, such as the frequency of grants, partial grants and denials, the app supports attorneys in identifying common procedural approaches and legal frameworks that the judge tends to apply.

As orders are added, the application extracts and classifies key elements from each decision, including motion type, outcome, procedural posture and reasoning summaries. This information is standardized into a consistent format and stored in a structured database, allowing users to generate judge-specific summaries.

The app is designed to support attorneys in preparing more efficiently and consistently. It reduces the burden of reviewing lengthy rulings while enabling strategic insight into how a judge may engage with particular types of motions or arguments.

LPA Abstract

LPA Abstract transforms full-length Limited Partnership Agreements into concise, practitioner-ready summaries. An LPA is the constitutional document of a private-equity or venture-capital fund, defining the general partner’s authority, capital-call mechanics, leverage constraints, indemnification protections, distribution waterfalls, and other investor rights. Analyzing those terms used to demand coordinated effort from associates, counsel, and partners; the LPA Abstract completes the task in minutes.

After an LPA is uploaded, the application applies a large-language-model framework to automatically locate and classify key provisions of the document, including items like the powers of the general partner, borrowing limits, and terms of indemnification for Directors & Officers, among others. Each finding is presented in a structured layout, paired with a plain-language explanation and cited reference to the original document section that contains the complete form of the cited language.

The resulting analysis is exported to a style-neutral Word template that can be adapted to firm branding or incorporated into existing reporting packages.

Typical use cases include

• First-look reviews in fund formation and LP negotiations
• Comparative analysis of predecessor and successor fund agreements
• Compliance confirmation of leverage, distribution, and indemnification restrictions
• Internal diligence before capital-call notices or dividend distributions

By replacing this previously manual effort with automated precision, the LPA Abstract frees legal and investment professionals to concentrate on judgement and strategy rather than transcription, providing a clear, instructive view of each fund’s governing terms.

Playbook Generator

The Playbook Generator legal app addresses one of the most common uses cases for generative AI in legal work: how to leverage prior precedent to analyze net new agreements. This app allows users to select a set of precedent documents—contracts or agreements that serve as the foundation for legal analysis—from their document repository in NetDocuments.

Once the precedent documents are selected, the app automatically generates a contract playbook based on common clusters of provisions that appear in the precedent documents. This transforms a process that used to take weeks or months and reduces it to a matter of a few clicks and minutes. The generated playbook is designed to be customizable, allowing the lawyer to adjust and refine the content based on specific legal strategies or client needs. Lawyers can set parameters for each type of document, flagging critical clauses that need special attention and providing recommendations for revisions or alternative language.

When reviewing third-party versions of the same document type, the lawyer can then apply the playbook’s rules and guidelines using the Issues List Generator legal app, as described more here. The Issues List Generator app compares the third-party document against the playbook, highlighting deviations from the precedent, flagging potential risks, and suggesting edits based on the established preferences. This helps attorneys quickly assess the document’s compliance with their standards, ensuring faster contract reviews, enhanced consistency across negotiations, and more effective risk management.

By automating these time-consuming tasks, the app allows legal teams to focus on strategic decisions rather than manual review processes.

Prompt Generator

The Prompt Generator app helps legal professionals create well-structured, effective prompts for use in ndMAX apps and the Legal AI Assistant. Instead of manually crafting prompts through trial and error, users can describe a task, and the app will generate up to five draft prompts based on best practices for prompt structure and style.

By leveraging optimized prompt design, the app ensures that generated responses are more precise, reliable, and aligned with user intent. This is particularly useful for tasks such as legal drafting, document analysis, summarization, and contract review, where well-crafted prompts can significantly improve AI output quality.

Key features include:

• Automated prompt generation based on a user-provided task description.

• Up to five draft prompts at a time for comparison and refinement.

• Best-practice-based formatting to enhance clarity and effectiveness.

SAFEs + Seed Convertible Notes Generator

The SAFE/Seed Convertible Notes Generator powers emerging company lawyers to generate customized financing documents for Seed stage companies, using base term sheets to populate the resulting documents.  Users can generate draft term sheets and form of convertible promissory notes using market standard open-source templates, as well as  SAFEs (Simple Agreement for Future Equity) using Y Combinator templates, supporting all major types (Valuation Cap Only, Discount Only, Valuation Cap and Discount, MFN).

Our application uses AI-powered extraction to automatically identify key deal terms (including whether the applicable financing instrument is a SAFE or convertible note) from existing term sheet—helping users quickly populate definitive documents with high accuracy.

Built-in legal logic ensures internal consistency across the drafting process, enabling support of detailed deal structuring, including valuation cap, discount rate, MFN clauses, liquidity premiums, and qualified financing thresholds.  Completed documents are delivered in a style-neutral Word package that can be branded or slotted directly into existing procedures and templates.

This app replaces manual document assembly with automated precision, freeing up emerging-company lawyers to focus on negotiation strategy and client advice.

Series Seed Financing Docs Generator

The Series Seed Financing Document Generator converts Series Seed term sheets into first-draft Series Seed Preferred Stock financing document packages.  Series Seed rounds introduce key investor rights—including liquidation preferences, board representation, anti-dilution protection, and protective provisions—that must be accurately reflected across multiple interdependent documents.  This tool leverages AI and document automation to assist emerging-company lawyers in producing consistent, structurally sound drafts from a single source of deal terms.

Upon uploading a term sheet, the system classifies and extracts critical elements such as liquidation multiple, participation rights, board composition, voting thresholds, anti-dilution mechanics, and protective provisions. These inputs are mapped through embedded legal logic to a curated set of templates, ensuring alignment and consistency across all generated documents. Outputs are delivered in clean, style-neutral Word format—ready for firm branding, internal review, or inclusion in closing checklists.

Included templates:

• Series Seed Term Sheet
• Stock Investment Agreement
• Amended & Restated Certificate of Incorporation

Designed to accelerate early-stage transactions, the Series Seed Document Generator helps legal teams move efficiently from term sheet to working drafts—so they can spend less time managing templates and more time advising clients.