onboarding guide

Getting Started with ndMAX

Bookmark this page; it has everything you need to learn how to use the ndMAX suite of tools:

AI Assistant

Talk to your documents and get summaries, instant answers, and document editing.

Legal Apps

Design your own playbooks and other repeatable AI workflows for complex, multi-step tasks.

Document Profiling

Apply useful profile attributes to every document without tedious manual entry.

Upcoming training sessions
Your documents stay in your NetDocuments environment. ndMAX never trains on your content.

What you can do with ndMAX

Three everyday moments where you can use the Assistant.

01

Reorient on a project

Point the Assistant at a matter folder, then ask it to walk you through what's happened recently and what needs your attention.

02

Recall email history

Need to remember what a client asked six months ago? Hand the Assistant the thread (or a year of correspondence) and ask what's been promised, raised, or left hanging.

03

Instant meeting prep

Call in twenty minutes? Load the related docs and emails, and ask the Assistant for the open questions, the last commitments, and anything you owe the other side.

Upcoming training

Live, 30-minute sessions taught by our team. Bring a real question and leave with an answer.

May 18, 2026 2:00 PM

Prompting 101

Most attorneys are barely scratching the surface of what Legal AI Assistant can do. In 30 minutes, you'll learn how to ask better questions and leave with prompting techniques you can use the same day.

Register
May 21, 2026 2:00 PM

Live Enablement Training

Learn how to start using Legal AI Assistant!

Register

FAQ

What is ndMAX, and what is the Legal AI Assistant?
ndMAX is the AI suite from NetDocuments. The Legal AI Assistant is its most-used tool: a document-based AI that generates responses from content stored in your NetDocuments cabinet, not from general internet knowledge.
What's the difference between the Assistant and an App?
The Assistant is open-ended. Ask anything about your documents. Apps are repeatable workflows designed for specific jobs like contract review, intake, or matter setup. Use the Assistant for one-off questions. Use an App for recurring work that comes up every week.
How do I start using the Assistant?
Click the Ask AI button inside NetDocuments. Load the documents you want to work with, then ask questions, request summaries, draft content, or extract data.
How secure is ndMAX?
ndMAX runs on Microsoft Azure OpenAI, chosen because it meets the security standards legal clients already trust. Your data is never used to train AI models. Microsoft's content moderators cannot view your submissions, and NetDocuments does not retain query data.
How do I know if an answer is accurate?
Every response includes inline citations to the source documents. You can also expand the thinking trace to see how the Assistant arrived at its answer. As a rule, always review the response against the source before relying on it.