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00:00:00 – 00:35:01
The video provides a comprehensive overview of Pattern Builder, a tool integrated into the NetDocuments platform, designed to automate workflows and document management for legal professionals. Scott Kelly introduces it as a flexible solution adaptable to individual needs, highlighting its new data tables feature that allows for efficient reuse and organization of information. The tool's no-code editor enables customization of forms and workflows, demonstrated through examples like real estate and marketing intake forms. Key features include dynamic logic for conditional questions, simultaneous document automation, and comprehensive sharing options.
Various segments emphasize the integration with NetDocuments, outlining the creation and management of client matters, such as for a client named Guerrero Stark. The demonstration covers the seamless generation of tailored workspaces and automated document processes without manual data re-entry. The Pattern Builder's flexibility extends to managing legal clauses, enabling users to build and customize workflows dynamically. Future enhancements mentioned include dashboards and AI integration to further empower users in solving real-time challenges efficiently.
Overall, the video underscores Pattern Builder as a versatile platform not just for document automation but also for enhancing workflow efficiencies and providing specialized guidance, akin to a Swiss army knife for legal professionals. The speakers also touch on the role of APIs and a partner ecosystem to support users in leveraging the tool's full potential.
00:00:00
In this segment of the video, Scott Kelly, a product manager at NetDocuments and former attorney, introduces Pattern Builder, a technology developed from AfterPattern that automates workflows and documents for legal professionals. He discusses the integration of Pattern Builder into the NetDocuments platform and its capability to automate various tasks. Scott highlights the new data tables feature, which enhances the utility of Pattern Builder by allowing the reuse of information. He emphasizes that the platform’s flexibility allows users to create custom solutions tailored to their specific needs. The segment includes a demonstration of how Pattern Builder operates within the NetDocuments platform, showcasing an example workflow for a law firm managing general counsel needs for a client.
00:05:00
In this part of the video, the presenter demonstrates a customizable real estate workflow app built using a no-code editor. They highlight how the app can tailor forms to specific needs, using a marketing employee intake form as an example. The form, filled with dummy data, showcases dynamic logic that reveals additional questions based on previous answers. The presenter explains that the Pattern Builder tool can automate multiple documents simultaneously, showing an employment offer and two optional agreements. They emphasize the app’s loop functionality, ideal for collecting lists of items like assets or prior inventions. This feature, crucial for legal processes, allows users to add an infinite number of entries efficiently. The segment underscores the importance of handling edge cases and the flexibility of the Pattern Builder for complex legal requirements, comparing it to Excel in terms of usability and deep functionality.
00:10:00
In this part of the video, the presenter discusses the capabilities of the Pattern Book integration with Net Documents. Three documents have been generated and automatically filed in the user’s desired location within Net Documents. The presenter highlights an employment offer that includes dynamically added provisions, metadata association, and shows its filing under appropriate filters. Additionally, the inventions agreement demonstrates how collected data can be organized and summed up in a table. The tool supports both Word and PDF document generation and offers comprehensive sharing features, including secure and password-protected links. Finally, the presenter shows a peek into the automation editor, emphasizing its user-friendly, code-free interface similar to form builders, and highlights the ease of adding logic-based conditions.
00:15:00
In this part of the video, the speaker demonstrates how to use the web editor to define conditional logic for showing questions dynamically. They explain editing and uploading capabilities for both PDF and Word documents within the web editor. The speaker highlights the advantages of using a Word add-in, which allows users to add form fields and conditional logic directly into Word templates. This add-in works seamlessly across various platforms, including desktop Word, Word Online, and Microsoft Teams, both on Windows and Mac devices.
Furthermore, the segment emphasizes the flexibility of document automation, describing it as more than just a tool for document preparation. It’s also useful for creating workflows and providing specialized guidance, like handling complex tax regulations. The speaker then introduces a use case for intake forms, showing how to collect and work with data, which can be used to power various functions within a firm. They provide a detailed example using a real estate intake form, demonstrating features like searching a company’s database and adding new client information dynamically.
00:20:00
In this segment of the video, the presenter details creating and managing real estate matters for a client named Guerrero Stark using software tools Pattern Builder and Net Documents. The process involves:
1. Inputting information about Guerrero Stark such as entity type, headquarters location, and properties owned.
2. Generating a new client and a new matter within the Net Documents platform.
3. Demonstrating the creation of a new workspace tailored with specific filters, folders, and automations.
4. Using data tables to efficiently manage and automate the sale process of properties belonging to Guerrero Stark by integrating client data seamlessly.
5. Showcasing the dynamic generation and organization of necessary documents (like property purchase agreements) within the workspace without manual re-entry of data.
6. Highlighting the automation benefits that streamline workflows, increasing efficiency in delivering value to clients.
7. Introducing the concept and utility of data tables that underpin these automated workflows.
00:25:00
In this part of the video, the speaker explains how to create and utilize data tables within a tool similar to Airtable. The tool supports various data types, such as text, dates, rich text, and numbers, enabling powerful workflow automation and calculations. The conversation highlights the versatility of having a clause library for legal documents and the ability to manage, store, and retrieve clauses efficiently. The tool, referred to as a pattern builder, allows users to customize and build their workflow solutions dynamically, adding new data fields as needed. The segment emphasizes that this customization is crucial for users who face real-time challenges, portraying it as a Swiss army knife for legal professionals. Upcoming enhancements include dashboards, workflow improvements, and AI integration. The focus is on empowering users to solve their own problems by providing them with customizable tools.
00:30:00
In this segment, the speakers discuss the integration of Pattern Builder with NetDocuments, emphasizing its role as a comprehensive automation platform rather than just a document automation tool. They highlight the capability of data tables to centralize information from various sources, including client and case data, which can be accessed and leveraged for automation purposes. They also explain the use of APIs to facilitate this data integration and mention the availability of robust partner ecosystems to help users who may not be ready to build their own data tables or document automation solutions. The segment concludes by directing viewers to additional resources for learning more about the product.