10 workflow automations purpose-built on top of NetDocuments — no data leaves your system, no parallel tool for your team to learn.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Relativity, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across Relativity and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Relativity, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in Relativity, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Relativity, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Relativity, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in Aderant, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across Aderant and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of NetDocuments for any repetitive process. Tell us what you'd automate.
