NetDocuments Goes After M&A Due Diligence

NetDocuments is now making it clear to the market that it absolutely isn’t ‘just a DMS’ any longer. Its latest foray into the wider world is the launch of AI-powered Tabular Review – an essential aspect of M&A due diligence work.

As AL has covered before, the iManage rival has steadily been rolling out skill after skill to help its law firm customers with a wider range of needs, all via ndMAX. However, going after tabular review really aims them right at the heart of transactional work.   

As they explained: ‘Tabular Review transforms collections of legal documents into a structured table, designed for due diligence, contract audits, regulatory reviews, and compliance assessments.’

‘With Tabular Review, each document becomes a row, and user-defined questions become columns. The AI extracts, classifies, and surfaces relevant information from every document simultaneously, with per-cell citations linking back to the source text in the original document.‘

Dan Hauck, CPO, commented: ‘These capabilities represent what we’ve been building toward: a platform purpose-built for legal work, where the firm’s institutional knowledge grows automatically, and every AI tool in the firm’s stack, ours and our partners’, gets smarter because of it.’

The company added that they also now have other skills that connect to this:

  • ‘Legal AI Assistant that can help find precedent documents, answer questions, or analyze information based on content stored anywhere inside NetDocuments.
  • App Builder that lets lawyers execute complex, AI-powered workflows and document creation skills that address the needs of specific practice areas.
  • More than 40 prebuilt AI apps in ndMAX Studio, including contract risk analysis, deposition prep, NDA review, judge analytics, and medical chronology, covering litigation, transactional, in-house, and IP workflows out of the box.
  • AI Profiling that automatically classifies and identifies essential metadata inside documents, making it searchable and embedding the information into the Legal Context Graph.’

Plus, they’ve also launched ‘Legal Authorities’, where documents are uploaded to NetDocuments, and ‘the platform automatically extracts every citation and feeds them into the Legal Context Graph, building a firm-wide, always-current map of the authorities referenced in every document and email….’

‘And…each citation is linked directly to the corresponding case on CourtListener, a free public legal corpus, so a lawyer can go from a cite in their own document to the full authority and verify the case directly.’

So, there you go. They’re really expanding outwards in all directions now, and creating a very broad legal AI platform that can go into battle against multi-capability competitors.

More here.

Two Major Legal Innovators Conferences this November

Come and join us in New York and London this November at Legal Innovators! 

Legal Innovators UK – London, Nov 4 and 5

And, then Legal Innovators New York – Nov 17 and 18.

After another fantastic Legal Innovators California, where we had speakers from OpenAI, Y Combinator, Google, Meta, and many more pioneering organisations; and our stellar inaugural event in Paris this June, we are now looking forward to the landmark conferences in London and New York, both in November, and both across two days: Law Firm Day, and Inhouse Day. 


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