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DocuSign eSignature</a><link rel="prerender" href="/products/electronic-signature"/></div><div class="main-nav-deliver-col"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/645ad2290bd10567fb9d2df8_mega-menu-deliver.svg" loading="lazy" width="18" height="18" alt="Main navigation DELIVER Solution icon." class="nav-icon-deliver"/><a href="/products/deliver" class="main-nav-deliver w-dropdown-link">Deliver</a><link rel="prefetch" href="/products/deliver"/><a href="/products/patternbuilder" aria-current="page" class="main-nav-document-automation w-dropdown-link w--current">Document Automation</a><link rel="prefetch" href="/products/patternbuilder"/><a href="/products/extranets" class="main-nav-extranets w-dropdown-link">Extranets</a><link rel="prefetch" href="/products/extranets"/><a href="/products/document-bundles" class="main-nav-document-bundles w-dropdown-link">Document Bundles</a><link rel="prefetch" href="/products/document-bundles"/></div></div><div class="main-nav-dd-list-container"><div class="mainnav-solution-protect-container"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/645ad3b099ba34f2a712d417_nav-icon-protect.svg" loading="lazy" width="16" alt="Main navigation PROTECT Solution icon." class="nav-icon-protect"/><a href="/products/protect" class="main-nav-protect w-dropdown-link">Protect</a><link rel="prerender" href="/products/protect"/><a href="/products/ethical-walls" class="main-nav-ethical-walls w-dropdown-link">Ethical Walls</a><link rel="prerender" href="/products/ethical-walls"/><a href="/products/data-loss-prevention" class="main-nav-dataloss-prevention w-dropdown-link">Data Loss Prevention</a><link rel="prefetch" href="/products/data-loss-prevention"/><a href="/products/flexstore-and-flexstore-pro" class="main-nav-flexstore-flexstore-pro w-dropdown-link">FlexStore and FlexStore Pro</a><link rel="prefetch" href="/products/flexstore-and-flexstore-pro"/><a href="/products/customer-managed-encryption-keys" class="main-nav-cmek w-dropdown-link">Customer Managed Encryption Keys</a><link rel="prefetch" href="/products/customer-managed-encryption-keys"/></div><div class="man-nav-learn-col"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/645ad3af10d494234e2c4a72_nav-icon-learn.svg" loading="lazy" width="18" height="Auto" alt="Main navigation LEARN Solution icon." class="nav-icon-learn"/><a href="/products/learn" class="main-nav-learn w-dropdown-link">Learn</a><link rel="prefetch" href="/products/learn"/><a href="/products/netknowledge" class="main-nav-enterprise-insight-engine w-dropdown-link">Enterprise Search</a><link rel="prefetch" href="/products/netknowledge"/><a href="/products/analytics" class="main-nav-analytics w-dropdown-link">Analytics</a><link rel="prefetch" href="/products/analytics"/></div></div><div class="main-nav-dd-list-container"><div class="mainnav-solution-plan-container"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/645ad3afc112e0650c6fa23a_nav-icon-plan.svg" loading="lazy" width="16" alt="Main navigation PLAN Solution icon." class="nav-icon-plan"/><a href="/products/plan" class="main-nav-plan w-dropdown-link">Plan</a><link rel="prefetch" href="/products/plan"/><a href="/products/chatlink-for-microsoft-teams" class="main-nav-chatlink w-dropdown-link">Chatlink for Microsoft Teams</a><link rel="prefetch" href="/products/chatlink-for-microsoft-teams"/><a href="/products/real-time-messaging" class="main-nav-ndthread w-dropdown-link">Real-time Messaging</a><link rel="prefetch" href="/products/real-time-messaging"/><a href="/products/tasks" class="main-nav-tasks w-dropdown-link">Legal Task Management</a><link rel="prefetch" href="/products/tasks"/><a href="/products/margin-notes" class="main-nav-smartview w-dropdown-link">Collaborative Document Viewer</a><link rel="prefetch" href="/products/margin-notes"/></div><div class="solution-nav-partner-app-integrations-container"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/664d57710db355a4614c7195_Star_outline-icon.png" loading="lazy" width="16" alt="" class="nav-icon-ndm"/><a href="/ndmax" class="main-nav-partner-integrations">ndMAX</a><a href="/legal-ai/assistant" class="main-nav-partner-program">Legal AI Assistant</a><a href="/legal-ai/legal-ai" class="main-nav-partner-program">AI App Builder</a><a href="https://studio.netdocuments.com" target="_blank" class="main-nav-partner-program">Ready-to-Go AI Apps</a></div><div class="microsoft365-nav-partner-integrations-container"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/664ea2e8d8baf34aa1494e0e_puzzle_outline-icon.png" loading="lazy" width="16" alt="" class="nav-icon-ndm"/><a href="/netdocuments-and-microsoft" class="main-nav-partner-integrations">Microsoft 365 Integrations</a></div></div></nav></div><div data-hover="false" data-delay="0" class="industries-roles-dd w-dropdown"><div class="dropdown-toggle w-dropdown-toggle"><div class="uui-dropdown-icon w-embed"><svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M5 7.5L10 12.5L15 7.5" stroke="currentColor" stroke-width="1.67" stroke-linecap="round" stroke-linejoin="round"/> </svg></div><div class="main-nav-toplevel-link-label">Industries and Roles</div></div><nav class="dropdown-list-2 three-column-dd w-dropdown-list"><div class="main-nav-industries-col"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f88782d0357305a79d8ec96_mega-menu-industry.svg" loading="lazy" width="16" alt="Black building icon used to represent the NetDocuments navigation column for Industries." class="main-nav-industries-icon"/><div class="main-nav-industries">Industries</div><a href="/solutions/industries/law-firms" id="solutions-law-firms-anchor" solutions-law-firms-anchor="#solutions-law-firms-anchor" class="main-nav-law-firms w-dropdown-link">Law Firms</a><a href="/solutions/industries/in-house-legal-teams" class="main-nav-in-house-legal-teams w-dropdown-link">In-house Legal Teams</a><a href="/solutions/industries/government" class="main-nav-gov">Government</a><a href="/solutions/industries/higher-education" class="main-nav-higher-education">Higher Education</a><a href="/solutions/industries/medicine-and-health" class="main-nav-medicine-and-health">Medicine and Health</a><a href="/solutions/industries/professional-sports" class="main-nav-profess-sports">Professional Sports</a></div><div class="main-nav-roles-col border-top"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f88782df1c4d6e0014fa586_mega-menu-by-role.svg" loading="lazy" width="16" alt="Black two people icon used to represent the NetDocuments navigation column for Roles." class="main-nav-roles-icon"/><div class="main-nav-resourcelibrary">Roles</div><a href="/solutions/roles/lawyers" class="main-nav-lawyers w-dropdown-link">Lawyers</a><a href="/solutions/roles/in-house-lawyer" class="main-nav-in-house-lawyer">In-House Lawyer</a><a href="/solutions/roles/business-leadership" class="main-nav-business-leadership w-dropdown-link">Business Leadership</a><a href="/solutions/roles/information-technology" class="main-nav-information-technology w-dropdown-link">Information Technology</a><a href="/solutions/roles/legal-operations" class="main-nav-legal-operations w-dropdown-link">Legal Operations</a><a href="/statebars" class="main-nav-state-bar-members w-dropdown-link">State Bar Members</a><a href="/solutions/roles/accountants" class="main-nav-accountants">Accountants</a></div></nav></div><div data-hover="false" data-delay="0" class="resources-dd w-dropdown"><div class="dropdown-toggle w-dropdown-toggle"><div class="uui-dropdown-icon w-embed"><svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M5 7.5L10 12.5L15 7.5" stroke="currentColor" stroke-width="1.67" stroke-linecap="round" stroke-linejoin="round"/> </svg></div><div class="main-nav-toplevel-link-label">Resources</div></div><nav class="dropdown-list-3 three-column-dd w-dropdown-list"><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f887f76c641314c4eea793b_mega-menu-blog.svg" loading="lazy" width="16" alt="Black file icon with a pencil on it representing the navigation link for the blog."/><a href="/blog" class="main-nav-single-col-item-url">Blog</a><link rel="prerender" href="/blog"/></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f887f76274ec95f8ef6453c_mega-menu-resource-library.svg" loading="lazy" width="16" alt="Black file icon with a checkmark on it representing the navigation link for the resource library."/><a href="/resources" class="main-nav-single-col-item-url">Resource Library</a><link rel="prerender" href="/resources"/></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f887f76b5a3794220886dfc_mega-menu-events.svg" loading="lazy" width="16" alt="Black calendar icon with a checkmark on it representing the navigation link for events."/><a href="/events" class="main-nav-single-col-item-url">Events</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/600f5ed62c1a4e211146875e_icon-choosing-the-right-dms.svg" loading="lazy" width="16" alt="Dark gray icon with a hand tapping a dot with lines extending out and dots attached at the ends; this icon is for the main navigation Choose the Right DMS page."/><a href="/choosing-the-right-dms" class="main-nav-single-col-item-url">Choose the Right DMS</a></div></nav></div><div data-hover="false" data-delay="0" class="company-dd w-dropdown"><div class="dropdown-toggle w-dropdown-toggle"><div class="uui-dropdown-icon w-embed"><svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M5 7.5L10 12.5L15 7.5" stroke="currentColor" stroke-width="1.67" stroke-linecap="round" stroke-linejoin="round"/> </svg></div><div class="main-nav-toplevel-link-label">Company</div></div><nav class="dropdown-list-3 three-column-dd w-dropdown-list"><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/623b4bdfda6b03f6c30e1e4c_mega-menu-awards.svg" loading="lazy" width="16" alt="Main navigation icon for the NetDocuments Awards and Accolades page."/><a href="https://www.netdocuments.com/company/awards-and-accolades" class="main-nav-single-col-item-url">Awards</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f886d76f1c4d6c6674f8e48_mega-menu-plan.svg" loading="lazy" width="16" alt="Black clipboard icon used to represent the NetDocuments PLAN Solution."/><a href="/company/careers" class="main-nav-single-col-item-url">Careers</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f888c5d6a157df5eb1df2e6_mega-menu-contact-us.svg" loading="lazy" width="16" alt="Black icon with two chat bubble representing the navigation link for the Contact Us page."/><a href="/contact-us" class="main-nav-single-col-item-url">Contact Us</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/67a2ed6761d99db53c2eafab_mega-menu-document-managment.svg" loading="lazy" width="16" alt=""/><a href="/company/document-management-software" class="main-nav-single-col-item-url">Why Document Management Software</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f888c5e24266c0f3e4b12f2_mega-menu-our-approach.svg" loading="lazy" width="16" alt="Black list icon representing the navigation link for the Our Approach page."/><a href="/company/our-approach" class="main-nav-single-col-item-url">Our Approach</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f888c5e65d16a6a3ab6c0ae_mega-menu-leadership.svg" loading="lazy" width="16" alt="Black circle with three people around it icon representing the navigation link for the Leadership page."/><a href="/company/leadership" class="main-nav-single-col-item-url">Leadership</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f888c5ecffe07418e186c89_mega-menu-press.svg" loading="lazy" width="16" alt="Black paper airplane icon representing the navigation link for the Newsroom page."/><a href="/newsroom" class="main-nav-single-col-item-url">Newsroom</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f888c5e5328c4774c53b149_mega-menu-our-technology.svg" loading="lazy" width="16" alt="Black terminal prompt icon representing the navigation link for the Technology page."/><a href="/company/technology" class="main-nav-single-col-item-url">Technology</a></div></nav></div><div data-hover="false" data-delay="0" class="partners-dd w-dropdown"><div class="dropdown-toggle w-dropdown-toggle"><div class="uui-dropdown-icon w-embed"><svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M5 7.5L10 12.5L15 7.5" stroke="currentColor" stroke-width="1.67" stroke-linecap="round" stroke-linejoin="round"/> </svg></div><div class="main-nav-toplevel-link-label">Partners</div></div><nav class="dropdown-list-5 partners-dd-list w-dropdown-list"><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/645ad4efccab5717104c5a49_nav-icon-isv.svg" loading="lazy" width="16" fetchpriority="low" alt="Main navigation partner integrations icon."/><a href="/partner-app-integrations" class="main-nav-single-col-item-url">Partner Integrations</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f8891982489517bed10f778_mega-menu-app-directory.svg" loading="lazy" width="16" alt="Black computer monitor icon representing the navigation link for the App Directory page."/><a href="https://netdocuments.my.salesforce-sites.com/appdirectory" target="_blank" class="main-nav-single-col-item-url">App Directory</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f8891987617c675ae3b2d7f_mega-menu-locate-partner.svg" loading="lazy" width="16" alt="Black map marker icon representing the navigation link for the Locate a Partner page."/><a href="https://netdocuments.my.salesforce-sites.com/partnerlocator" target="_blank" class="main-nav-single-col-item-url">Locate A Partner</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f8891980edbe0267a2be70b_mega-menu-partner-community.svg" loading="lazy" width="16" alt="Black globe icon representing the navigation link for the Partner Portal page."/><a href="https://netdocuments.my.site.com/NdPartnerPortal/login" target="_blank" class="main-nav-single-col-item-url">Partner Portal</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f88919801a096b90b5d1f25_mega-menu-become-partner.svg" loading="lazy" width="16" alt="Black icon with two hands shaking representing the navigation link for the Become A Partner page."/><a href="/become-a-partner" class="main-nav-single-col-item-url">Become A Partner</a></div></nav></div><div data-hover="false" data-delay="0" class="clients-dd w-dropdown"><div class="dropdown-toggle w-dropdown-toggle"><div class="uui-dropdown-icon w-embed"><svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M5 7.5L10 12.5L15 7.5" stroke="currentColor" stroke-width="1.67" stroke-linecap="round" stroke-linejoin="round"/> </svg></div><div class="main-nav-toplevel-link-label">Our Customers</div></div><nav class="dropdown-list-6 w-dropdown-list"><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f88948151c30b2bc1419def_mega-menu-testimonial.svg" loading="lazy" width="16" alt="Black chat bubble with heart inside icon representing the navigation link for the Testimonials page."/><a href="/testimonials" class="main-nav-single-col-item-url">Testimonials</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/5f889482849db6bfc2e6d3ac_mega-menu-case-study.svg" loading="lazy" width="16" alt="Black stacked files icon representing the navigation link for the Case Studies page."/><a href="/case-studies" class="main-nav-single-col-item-url">Case Studies</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/60de23023d694683692ab844_mega-menu-refer-colleague-icon.svg" loading="lazy" alt="Navigation icon for the refer a colleague webpage with three persons top half with one chat bubble above." class="our-customers-dd-refer-a-colleague-icon"/><a href="/refer-a-colleague" class="main-nav-single-col-item-url">Refer a Colleague</a></div><div class="main-nav-single-col-item"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/623b4bdfda6b03f6c30e1e4c_mega-menu-awards.svg" loading="lazy" alt="Main navigation icon for the NetDocuments Awards and Accolades page." class="our-customers-dd-refer-a-colleague-icon"/><a href="/inspire-awards" class="main-nav-single-col-item-url">Inspire Customer Awards</a></div></nav></div><a href="/demo-request" class="uui-button-link is-button-demo-request-nav ndmx-getdemo w-button">Get a Demo</a></nav><div class="menu-button mobile-menu-icon w-nav-button"><div class="icon-6 w-icon-nav-menu"></div></div></header></div><main><header class="product-header"><div class="container w-container"><div class="header-inner-container"><div class="hero-content-left"><div class="header-twe-container"><div class="header-twe-inner-container"><h1 class="uui_component-header-heading-inverse-left">PatternBuilder</h1></div></div><div class="uui_component-header-content"><strong>Eliminate repetitive tasks by</strong> replicating and automating your unique templates and processes, so they’re done the right way — your way — every time.</div><div class="product-page-cta-container"><a href="/demo-request-3" class="uui-button is-button-magenta">Request a Demo</a></div></div><div class="hero-content-right"><div style="padding-top:56.27659574468085%" class="w-video w-embed"><iframe class="embedly-embed" src="//cdn.embedly.com/widgets/media.html?src=https%3A%2F%2Ffast.wistia.net%2Fembed%2Fiframe%2F2c1m65vvti&display_name=Wistia%2C+Inc.&url=https%3A%2F%2Fnetdocuments.wistia.com%2Fmedias%2F2c1m65vvti&image=https%3A%2F%2Fembed-ssl.wistia.com%2Fdeliveries%2Fbe65bb8e13b0164e2a3c59ee6ddf0306.jpg%3Fimage_crop_resized%3D960x540&key=c4e54deccf4d4ec997a64902e9a30300&type=text%2Fhtml&schema=wistia" scrolling="no" allowfullscreen title="PatternBuilder Overview"></iframe></div></div></div></div></header><section class="trends-demo-section"><div class="container w-container"><div class="uui-text-align-center"><h2 class="uui-heading-medium">Automate Your Work with PatternBuilder</h2><div class="uui-text-size-large">Using a “no code” approach that’s both flexible and intuitive, PatternBuilder puts an organization’s experts at the center of custom document creation. And makes it EASY to create, manage, and adjust automations. And with data tables, you can edit, update, or reuse content.</div><div class="uui-space-small"></div><div class="uui-space-small"></div><div class="uui_component-hr-divider"></div><div class="uui-space-small"></div><div class="uui-space-small"></div></div></div><div class="uui-pb-page-pbmax-callout-padding"><div class="uui-text-align-center-13 uui-pbmax_component-callout uui-container-max-width-75rem uui-page-padding-20px"><div class="uui-container-max-width-md"><div class="uui-button-row button-row-center"><div class="uui-badge is-new-product"><div class="uui-text-color-tag-green">New</div></div></div></div><div class="uui-callout-home_content-wrapper-2 uui-callout-home_content-wrapper"><div class="uui-global-logo-patternbuildermax w-embed"><img src="https://p1.aprimocdn.net/netdocuments/a95d09a1-6d32-43ef-9112-b068012809d6/originalfile/product-logo---patternbuilder-max-logo---cobalt-blue.svg" alt="NetDocuments Product, PatternBuilder MAX, logo in cobalt blue." width="250" height="auto" fetchpriority="high"></div><div class="uui-space-xsmall"></div><div class="uui-text-size-large">We’re bringing the power of generative AI to PatternBuilder, enabling teams to create custom generative AI prompts and automations tailored to the needs of specific practice areas and legal tasks. There are out-of-the-box apps available, plus our no-code approach allows you to easily build, modify, and tailor apps specific to your unique use cases and needs.</div><div class="uui-space-small"></div><div class="uui-button-row uui-align-center uui-margin-bottom0"><a href="https://www.netdocuments.com/ndmax#patternbuildermax" class="uui-hero-cta1 uui-text-size-small uui-pbmax-page-callout-cta w-button">Learn more</a></div></div></div></div></section><section class="new-testimonial-slider-small"><div class="new-testimonial-slider-container"><h2 class="uui-heading-medium uui-text-center">See what your peers are saying about PatternBuilder!</h2><p class="uui-text-align-center">See how customers are translating legal, business, and client expertise into automated workflows, document templates, and apps to support mission-critical processes.</p><div class="uui-space-small"></div><div data-delay="4000" data-animation="slide" class="testimonial-slider new-pb-testimonial-slider w-slider" data-autoplay="false" data-easing="ease-in-out-quart" data-hide-arrows="true" data-disable-swipe="false" data-autoplay-limit="0" data-nav-spacing="3" data-duration="500" data-infinite="true"><div class="w-slider-mask"><div class="testimonial-slide-wrapper new-testimonial-slide-wrapper w-slide"><div class="testimonial-card new-testimonial-card"><p class="new-quote-format">Our firm has seen major efficiencies, including cutting down the time it takes to prepare some documents<strong> by as much as 90%</strong>. These efficiencies free up our staff to serve more clients and do higher-level work.</p><div class="testimonial-info margintop"><div class="testimonial-icon-wrapper new-testimonial-wrapper uui-align-right"><div class="pb-testimonial-author-block"><h3 class="testimonial-author pb-testimonial-author">Josh Waddell</h3><div class="tagline pb-tagline margin-bottom0">CIO / Siskind Susser</div></div></div></div></div></div><div class="testimonial-slide-wrapper w-slide"><div class="testimonial-card new-testimonial-card"><p class="uui-quote-block-text-medium">The fact that PatternBuilder is natively integrated not only makes it easy and instinctive to use, but also ensures our workflow automations <strong>inherit all of the security and compliance </strong>we count on with the NetDocuments platform.</p><div class="testimonial-info margintop"><div class="testimonial-icon-wrapper new-testimonial-wrapper uui-align-right"><div class="pb-testimonial-author-block"><h3 class="testimonial-author pb-testimonial-author">NetDocuments Customer</h3></div></div></div></div></div><div class="testimonial-slide-wrapper w-slide"><div class="testimonial-card new-testimonial-card"><p class="new-quote-format">Being able to automate both simple and complex documents and tasks, as well as manage and implement these new applications, is critical for legal professionals and their support teams. PatternBuilder gives organizations <strong>the ability to scale</strong> their expertise and <strong>consistently deliver their best work</strong>.</p><div class="testimonial-info"><div class="testimonial-icon-wrapper"><div class="pb-testimonial-author-block"><h3 class="testimonial-author pb-testimonial-author">Dan Hauck</h3><div class="tagline pb-tagline">Chief Product Officer / NetDocuments</div></div></div></div><div class="testimonial-info margintop"><div class="testimonial-icon-wrapper new-testimonial-wrapper uui-align-right"><div class="pb-testimonial-author-block"><h3 class="testimonial-author pb-testimonial-author">Dan Hauck</h3><div class="tagline pb-tagline margin-bottom0">CPO / NetDocuments</div></div></div></div></div></div></div><div class="testimonial-slider-left w-slider-arrow-left"><div class="arrow-wrapper"><img alt="" loading="lazy" src="https://cdn.prod.website-files.com/62434fa732124a0fb112aab4/62434fa732124a0e4912aadb_Chevron%20right-1.svg" class="slider-arrow-embed"/></div></div><div class="testimonial-slider-right w-slider-arrow-right"><div class="arrow-wrapper"><img alt="" loading="lazy" src="https://cdn.prod.website-files.com/62434fa732124a0fb112aab4/62434fa732124a7ce212aacc_Chevron%20right.svg" class="slider-arrow-embed"/></div></div><div class="testimonial-slide-nav w-slider-nav w-slider-nav-invert w-round"></div></div></div><div class="pb-webinar-video-container temp-hide"><div class="pb-webinar-heading">Watch a recent webinar about patternbuilder</div><div class="pb-webinar-flex"><div class="pb-flex-content-left"><img src="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/631a8d49e51c34d1f99cd321_solvingrepetitivetasks_webinar_og-social%5B26%5D.jpg" loading="lazy" sizes="100vw" srcset="https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/631a8d49e51c34d1f99cd321_solvingrepetitivetasks_webinar_og-social%5B26%5D-p-500.jpg 500w, https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/631a8d49e51c34d1f99cd321_solvingrepetitivetasks_webinar_og-social%5B26%5D-p-800.jpg 800w, https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/631a8d49e51c34d1f99cd321_solvingrepetitivetasks_webinar_og-social%5B26%5D-p-1080.jpg 1080w, https://cdn.prod.website-files.com/5f7f90ecc4aec0e36886a9af/631a8d49e51c34d1f99cd321_solvingrepetitivetasks_webinar_og-social%5B26%5D.jpg 1200w" alt="" class="pb-webinar-thumbnail"/></div><div class="pb-flex-content-right"><h4 class="pb-webinar-n-heading">Solving the Challenge of Repetitive, Mundane Tasks with PatternBuilder</h4><p class="pb-webinar-p-block">Automate Your Unique Templates and Processes</p><p class="pb-paragraph-for-webinar">The PatternBuilder document and workflow automation tool enables law firms, legal teams, and the public sector to translate their legal, business, and client expertise into workflows, automated document templates, and apps to support mission-critical processes — all natively within NetDocuments. Watch this webinar to learn more and see it in action.</p><div class="pb-webinar-cta-container"><a id="nrequestademocta" href="https://www.netdocuments.com/resource/solving-the-challenge-of-repetitive-mundane-tasks" class="cta-primary cta-magenta cta-center cta-700 pb-webinar-cta">Watch on demand</a></div></div></div></div></section><section class="trends-demo-section"><div class="container w-container"><h2 class="page-heading-h2 uui-text-align-center">What is PatternBuilder?</h2><div class="uui-space-xsmall"></div><p class="centered-subheading new-centered-subheading whatispb-heading">Learn more about the features and differentiators of this powerful document and workflow automation tool.</p><div class="n-two-col-solution-flex-container"><div class="n-two-col-section-left"><div class="w-embed"><img loading="lazy" fetchpriority="low" src="https://p1.aprimocdn.net/netdocuments/fdd9599e-6db9-4d30-98a6-b0680119f369/web/createcustomized.WebP" alt="A man types on a computer." height="auto" width="auto" /></div></div><div class="n-two-col-section-right"><h3 class="product-pag">Create Customized, Error-Free Documents at Scale</h3><p class="product-page-subheading">Embed document assembly directly into your DMS.</p><p>Go beyond “find and replace” with custom automations that populate user inputs into your Word and PDF documents and automatically save those documents in the folder or workspace of your choosing — all in a matter of seconds. Using your expertise, data, and logic rules, PatternBuilder can automatically generate entire packages of documents with the click of a button. Data collected from intake apps or connected databases is stored in data tables for editing and updating, or reuse across documents and apps. Clauses, templates, and other commonly used content can also be stored for easy access when automating documents.</p><a href="#request-demo-section" class="global-link">Get a Personalized Demo</a></div></div></div></section><section class="trends-demo-section"><div class="container w-container"><div class="solutions-internals-lft-img-rght-txt"><div class="solutions-internals-left-text-block"><h3 class="product-pag">Simplify Complex Tasks</h3><p class="product-page-subheading">Connect multipart processes like approvals and reviews.</p><p>Powerful document automations that incorporate your business’s unique rules and logic make end-to-end processes smoother for your legal professionals, clients and customers. Automate multi-user workflows by capturing and triggering task activity via data tables.</p><a href="#request-demo-section" class="global-link">Get a Personalized Demo</a></div><div class="solutions-internals-left-image"><div class="w-embed"><img loading="lazy" fetchpriority="low" src="https://p1.aprimocdn.net/netdocuments/300a4d60-7e93-49f1-9e60-b0680123781a/web/website-image---patternbuilder-simplify-tasks.WebP" alt="A person draws an arrow through a maze on a chalkboard." height="auto" width="auto" /></div></div></div></div></section><section class="trends-demo-section"><div class="container w-container"><div class="n-two-col-solution-flex-container"><div class="n-two-col-section-left"><div class="w-embed"><img loading="lazy" fetchpriority="low" src="https://p1.aprimocdn.net/netdocuments/a723dfb0-5766-4d51-bea4-b06801237aa5/web/website-image---innovate-compliance.WebP" alt="A person taps on a tablet." height="auto" width="auto" /></div></div><div class="n-two-col-section-right"><h3 class="product-pag">Innovate While Remaining Compliant</h3><p class="product-page-subheading">Inherit NetDocuments security with every app you create.</p><p>Where many automation solutions don’t measure up to the security and compliance requirements of law firms, highly regulated industries, and the public sector, PatternBuilder comes with NetDocuments’ sophisticated multilayer security and compliance certifications that thousands of similar organizations already trust with their most important documents and data.</p><a href="#request-demo-section" class="global-link">Get a Personalized Demo</a></div></div></div></section><section class="trends-demo-section"><div class="container w-container"><div class="solutions-internals-lft-img-rght-txt"><div class="solutions-internals-left-text-block"><h3 class="product-pag">Easily Create and Update Automations</h3><p class="product-page-subheading">Empower your people with a no-code tool.</p><p>Because <a href="/products/patternbuilder" aria-current="page" class="global-link w--current">PatternBuilder</a> is a no-code tool, the power is in the hands of your lawyers and other experts to replicate and automate their unique processes and documents without having to rely on software developers or IT professionals.</p><a href="#request-demo-section" class="global-link">Get a Personalized Demo</a></div><div class="solutions-internals-left-image"><div class="w-embed"><img loading="lazy" fetchpriority="low" src="https://p1.aprimocdn.net/netdocuments/1377e8cc-22c2-464c-be06-b06801102419/web/updateautomations.WebP" alt="A woman smiles while looking to the side." height="auto" width="auto" /></div></div></div></div></section><section class="trends-demo-section"><div class="container w-container"><div class="n-two-col-solution-flex-container"><div class="n-two-col-section-left"><a href="https://www.netdocuments.com/resource/solving-the-challenge-of-repetitive-mundane-tasks" class="clickable-image w-inline-block"><div class="w-embed"><img loading="lazy" fetchpriority="low" src="https://p1.aprimocdn.net/netdocuments/e6e16339-71cc-43e4-8e62-b068012380af/web/website-image---patternbuilder-solve-the-challenge.WebP" alt="A woman stands and stares at the camera." height="auto" width="auto" /></div></a></div><div class="n-two-col-section-right"><h3 class="product-pag">Solving the Challenge of Repetitive, Mundane Tasks with PatternBuilder</h3><p class="product-page-subheading">Inherit NetDocuments security with every app you create.</p><p>Where many automation solutions don’t measure up to the security and compliance requirements of law firms, highly regulated industries, and the public sector, PatternBuilder comes with NetDocuments’ sophisticated multilayer security and compliance certifications that thousands of similar organizations already trust with their most important data.</p><a href="https://www.netdocuments.com/resource/solving-the-challenge-of-repetitive-mundane-tasks" class="global-link">Watch the Recording On-Demand</a></div></div></div></section><section class="trends-demo-section uui-pb-learnmore-section-vertical-padding-sm"><div class="container w-container"><h2 class="learn-more-h2">Check Out More About PatternBuilder</h2><div class="learn-more-btn-container"><div class="uui-page-learn-more-4-1-grid"><a id="w-node-_73b5c731-8112-c32e-b90a-950ba21a27a4-0128d1db" href="https://netdocuments.wistia.com/medias/2c1m65vvti" target="_blank" class="uui-button-link is-button-cobalt">Watch an Overview</a><a id="w-node-_21e86feb-2fd1-d94e-3da8-2c047917171b-0128d1db" href="https://p1.aprimocdn.net/netdocuments/aa5ee2d9-f42d-4872-bf2f-affc00f4b618/originalfile/patternbuilder-overview-noram.pdf" class="uui-button-link is-button-cobalt">View the Brochure</a><a id="w-node-d34a5533-de99-646c-65d4-740aae4f8fb4-0128d1db" href="https://www.netdocuments.com/blog/4-types-of-automation-being-used-to-improve-efficiency" class="uui-button-link is-button-cobalt">Learn about Automation</a><a id="w-node-_2365243b-5207-0501-d655-9c8daa509845-0128d1db" href="https://www.netdocuments.com/ndmax#patternbuildermax" class="uui-button-link is-button-cobalt">Discover PatternBuilder MAX</a></div></div></div></section><section class="register-webinar"><div class="rad-demo-inner-container"><h2 class="page-heading-h3 uui-text-align-center uui-text-color-white">Explore DELIVER Capabilities</h2><div class="uui-space-xsmall"></div><p class="uui-text-align-center uui-text-color-white">Safely organize, package, share, and automate content for clients and constituents.</p><div class="uui-space-small"></div></div><div class="uui-grid-3-1 uui-max-width-xxsmall"><a id="w-node-_1ac87b5b-30d1-eccf-c9d0-b26858462b68-0128d1db" href="/products/extranets" class="uui-ghost-button-link">Share and Collaborate Intuitively and Securely</a><a id="w-node-_1ac87b5b-30d1-eccf-c9d0-b26858462b6a-0128d1db" href="/products/document-bundles" class="uui-ghost-button-link">Quickly Create Document Sets and Binders</a><a id="w-node-_1ac87b5b-30d1-eccf-c9d0-b26858462b6c-0128d1db" href="https://p1.aprimocdn.net/netdocuments/dfaa9f5a-c797-4d22-ae83-affc014f9fe4/originalfile/deliver-solution-brochure-noram.pdf" target="_blank" class="uui-ghost-button-link">Solve Your Collaboration and Workflow Challenges</a></div></section><section id="request-demo-section" class="trends-demo-section"><div class="container w-container"><div class="rad-form-section"><div class="rad-form-section-txt-block"><h2 class="rad-form-section-txt-block-h2 new-rad-section">GET A PATTERNBUILDER DEMO</h2><p class="demo-request-page-flex-content-left-sub-heading">Let's connect!</p><div class="demo-request-page-flex-content-left-bottom-border"></div><p>Book a meeting with a NetDocuments team member to find out how the PatternBuilder document and workflow automation tool can empower your teams to replicate and automate their unique templates and processes, resulting in faster, higher-value client service.<br/><br/>Fill out 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