---
title: "ndMAX Legal AI Assistant (NetDocuments)"
url: "https://ailawframework.com/software/netdocuments"
type: "software_profile"
site: "AI Law Framework"
id: "netdocuments"
vendor: "NetDocuments"
category: "Legal-specific"
segment: "Document management and knowledge"
confidence: "medium"
last_reviewed: "2026-09-20"
---

# ndMAX Legal AI Assistant (NetDocuments)

> 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.…

Canonical page: https://ailawframework.com/software/netdocuments  
Last reviewed: 2026-09-20

Site index for agents: https://ailawframework.com/llms.txt

Plan covered: 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.

## Capabilities

- Knowledge search
- Document summarisation
- Chronology building
- Contract review and redlining
- Translation
- Agentic workflows

## Key facts

| Fact | Value |
| --- | --- |
| Deployment | SaaS |
| Hosting regions | Unknown |
| Australian region | Unknown |
| Training on customer content | No |
| Retention | FAQ: prompt/response processing is transient; retention follows the firm's NetDocuments governance settings. |
| Integrations | Microsoft Word, Microsoft Outlook, Microsoft Teams |
| Legal content coverage | Grounds on selected NetDocuments matter files, not a public case-law database. |
| Pricing | No public price. Sold as part of or add-on to NetDocuments. |
| Australian presence | Unknown. AI page does not restate AU hosting; ask on the order form. |
| Website | https://www.netdocuments.com/solutions/legal-ai-assistant/ |

## What the research found

| Topic | Status | Finding | Open question | Sources |
| --- | --- | --- | --- | --- |
| 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. | Which ndMAX AI modules are on our order form? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Deployment | Public claim only | AI is brought to content inside the NetDocuments tenant. Region follows the ND cloud tenant (historically including AU — confirm current). | Which ND region hosts us, and does AI inference stay there? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| 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. | Which of Q&A, agentic editing, translations and App Builder will be enabled? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Australia | Not confirmed | ND has long had Australian hosting options; this AI page does not restate the region list. | Confirm AU hosting for repository and AI processing. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Pricing | Not confirmed | No public price. | Itemised quote for Legal AI Assistant seats versus ND seats. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| 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. | Demonstrate permission inheritance and Word tracked-changes round-trip. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/); [NetDocuments Microsoft integration](https://www.netdocuments.com/solutions/microsoft-integration/) |
| Support | Not confirmed | Not on the AI marketing page. | Support SLA and security contact? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Quality | Public claim only | Citations to source documents claimed. No independent benchmark found. | Accuracy on our document types? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| 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. | Will agentic editing be limited to named users? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Client-facing | Not confirmed | Internal DMS assistant. | Confirm no client portal exposure. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Model provider | Not confirmed | FAQ does not name the model vendor. | Name every model provider in the chain. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Subprocessors | Not confirmed | Not listed on the AI page. Trust-centre scrape was thin. | Published subprocessor list with notice rights. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| 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. | Contract: no training/fine-tune/eval on customer content by ND or any model provider. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Feedback | Not confirmed | Not described. | Are ratings used to improve models? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Retention | Public claim only | Retention follows the firm's NetDocuments governance settings. Processing described as transient. | What is stored for prompts/answers beyond the document, and for how long? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Deletion | Not confirmed | Follows ND governance; Ask for AI-index deletion. | Deletion of AI artifacts on matter close and on exit? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Vendor access | Not confirmed | Not described. | When can ND staff read prompts? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Permissions and DLP | Public claim only | Same workspace/folder/document permissions. Administrators can apply AI-specific DLP to block, restrict or audit AI features. | Show DLP rules and a walled-matter negative test. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/); [NetDocuments DLP](https://www.netdocuments.com/solutions/data-loss-prevention/) |
| Encryption | Public claim only | Encryption in transit and at rest stated on the FAQ. Algorithms not specified there. | TLS/AES details and key management? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Assurance | Not confirmed | ND historically SOC 2; not retrieved in this scrape. | Current SOC 2/ISO scoped to ndMAX AI. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Contract | Not confirmed | ND cloud terms. Not inspected. | DPA, cap, forum? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Transfers | Not confirmed | Depends on tenant region and unnamed model path. | Data-flow diagram including model inference country. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Incidents | Not confirmed | Not on the AI page. | Breach notice timeline? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Changes | Not confirmed | Not described. | Notice before model change? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Exit | Not confirmed | Repository remains; AI logs need a path. | Export/delete AI conversation history on termination? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Connectors | Public claim only | Operates on ND content plus Word/Teams/Outlook. Context graph mentioned in webinars. | Any outbound connector besides Microsoft? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/); [NetDocuments Microsoft integration](https://www.netdocuments.com/solutions/microsoft-integration/) |
| Web search | Not confirmed | Described as answering from selected ND documents. Confirm no open web. | Confirm web answering is off. | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| 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. | Require accept/reject of each tracked change; can we disable agentic editing tenant-wide? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |
| Oversight | Public claim only | Citations for verification. DLP can audit AI use. No forced review gate. | Exportable audit of who ran AI on which documents? | [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) |

## Notes

Model provider unnamed. Trust-centre scrape thin. Training claim is 'public models' only. Agentic Word editing is a material action control.

## Sources

- [NetDocuments Legal AI Assistant](https://www.netdocuments.com/solutions/legal-ai-assistant/) (checked 2026-09-20)
- [NetDocuments DLP](https://www.netdocuments.com/solutions/data-loss-prevention/) (checked 2026-09-20)
- [NetDocuments Microsoft integration](https://www.netdocuments.com/solutions/microsoft-integration/) (checked 2026-09-20)

A product profile is research to support questions. It does not approve a product for any firm. Public product information supports questions; it does not approve a product for your firm. Verify the exact plan, settings and signed terms.