Plan
Public claim only
ndMAX Legal AI Assistant on a NetDocuments tenant, including agentic Word editing and optional AI App Builder. Not the whole ndMAX platform without AI.
Ask: Which ndMAX AI modules are on our order form?
Legal-specific · Document management and knowledge · Medium confidence
ndMAX Legal AI Assistant
NetDocuments · NetDocuments Legal AI Assistant (ndMAX) on a NetDocuments cloud tenant, including optional agentic Word editing and AI App Builder. Base DMS without AI is out of scope.
DMS-native assistant that answers questions over permissioned NetDocuments content with citations and can apply tracked changes in Word. FAQ says repository content is not used to train public models. Model provider not named on that page.
Opens a private software assessment of ndMAX Legal AI Assistant for one task, with this profile’s questions to hand.
Knowledge searchDocument summarisationChronology buildingContract review and redliningTranslationAgentic workflows
| Deployment | SaaS |
|---|---|
| Hosting regions | Unknown |
| Australian region | Unknown |
| Training on customer content | No |
| Retention summary | FAQ: prompt/response processing is transient; retention follows the firm's NetDocuments governance settings. |
| Integrations | Microsoft Word, Microsoft Outlook, Microsoft Teams |
| Pricing summary | No public price. Sold as part of or add-on to NetDocuments. |
| Legal content coverage | Grounds on selected NetDocuments matter files, not a public case-law database. |
| Australian presence | Unknown — AI page does not restate AU hosting; ask on the order form. |
Product and intended use
Define the configuration, people, information and tasks being assessed.
Deployment
Public claim only
AI is brought to content inside the NetDocuments tenant. Region follows the ND cloud tenant (historically including AU — confirm current).
Ask: Which ND region hosts us, and does AI inference stay there?
Features
Public claim only
Q&A over one or many files, summaries, chronologies, translations, contract review with citations, agentic tracked edits in Word, tabular review.
Ask: Which of Q&A, agentic editing, translations and App Builder will be enabled?
Australia
Not confirmed
ND has long had Australian hosting options; this AI page does not restate the region list.
Ask: Confirm AU hosting for repository and AI processing.
Adoption and implementation
Record the practical work needed to introduce and maintain the software.
Pricing
Not confirmed
No public price.
Ask: Itemised quote for Legal AI Assistant seats versus ND seats.
Word, Teams, Outlook
Public claim only
Agentic editing in Word with tracked changes. Works with ND Teams and Outlook integrations. Permissions from workspace/folder/document.
Ask: Demonstrate permission inheritance and Word tracked-changes round-trip.
Support
Not confirmed
Not on the AI marketing page.
Ask: Support SLA and security contact?
Quality and human effort
Compare complete work at the required quality, including checking and correction.
Quality
Public claim only
Citations to source documents claimed. No independent benchmark found.
Ask: Accuracy on our document types?
Task fit
Not confirmed
Fit for repository Q&A, chronologies, contract questions with citation. Agentic Word edits need line-by-line review. Not a primary-law citator.
Ask: Will agentic editing be limited to named users?
Data, controls and requirements
Compare the actual configuration with firm, client and jurisdiction requirements, supported by evidence.
Client-facing
Not confirmed
Internal DMS assistant.
Ask: Confirm no client portal exposure.
Model provider
Not confirmed
FAQ does not name the model vendor.
Ask: Name every model provider in the chain.
Subprocessors
Not confirmed
Not listed on the AI page. Trust-centre scrape was thin.
Ask: Published subprocessor list with notice rights.
Training
Public claim only
FAQ: repository content is never used to train public models. 'Public models' is narrower than 'any model'. Prompt/response processing is described as transient.
Ask: Contract: no training/fine-tune/eval on customer content by ND or any model provider.
Feedback
Not confirmed
Not described.
Ask: Are ratings used to improve models?
Retention
Public claim only
Retention follows the firm's NetDocuments governance settings. Processing described as transient.
Ask: What is stored for prompts/answers beyond the document, and for how long?
Deletion
Not confirmed
Follows ND governance; Ask for AI-index deletion.
Ask: Deletion of AI artifacts on matter close and on exit?
Vendor access
Not confirmed
Not described.
Ask: When can ND staff read prompts?
Permissions and DLP
Public claim only
Same workspace/folder/document permissions. Administrators can apply AI-specific DLP to block, restrict or audit AI features.
Ask: Show DLP rules and a walled-matter negative test.
Encryption
Public claim only
Encryption in transit and at rest stated on the FAQ. Algorithms not specified there.
Ask: TLS/AES details and key management?
Assurance
Not confirmed
ND historically SOC 2; not retrieved in this scrape.
Ask: Current SOC 2/ISO scoped to ndMAX AI.
Contract
Not confirmed
ND cloud terms. Not inspected.
Ask: DPA, cap, forum?
Transfers
Not confirmed
Depends on tenant region and unnamed model path.
Ask: Data-flow diagram including model inference country.
Incidents
Not confirmed
Not on the AI page.
Ask: Breach notice timeline?
Changes
Not confirmed
Not described.
Ask: Notice before model change?
Exit
Not confirmed
Repository remains; AI logs need a path.
Ask: Export/delete AI conversation history on termination?
Connectors
Public claim only
Operates on ND content plus Word/Teams/Outlook. Context graph mentioned in webinars.
Ask: Any outbound connector besides Microsoft?
Web search
Not confirmed
Described as answering from selected ND documents. Confirm no open web.
Ask: Confirm web answering is off.
Agentic editing
Not confirmed
Agentic AI can make tracked edits in Word from plain-language instructions. That is a write action inside the drafting surface.
Ask: Require accept/reject of each tracked change; can we disable agentic editing tenant-wide?
Oversight
Public claim only
Citations for verification. DLP can audit AI use. No forced review gate.
Ask: Exportable audit of who ran AI on which documents?
Sources
Official pages reviewed for this profile, last reviewed 2026-09-20.
Related tasks
Related tools
Add this product to your toolset for a particular task, or use it with a practice-area checklist. Add to your toolset Practice areas Best AI document management and knowledge tools Australia Compare with Ask iManage