11 workflow automations purpose-built on top of NetDocuments — no data leaves your system, no parallel tool for your team to learn.
AI rewrites narratives to match each client's outside-counsel guidelines in Relativity, 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 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 ingests the beneficiary's evidence into Relativity, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Relativity, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Relativity. Purpose-built for teams running NetDocuments — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across Relativity and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. 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 pre-classifies documents by responsiveness, privilege, and hot-doc signal in Aderant, 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 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.
