AI Tools Index / Firm copilots / ndMAX
Firm copilots · reviewed Sep 2026 · sample review

ndMAX

NetDocuments

NetDocuments' AI layer: pattern-based drafting, summarisation and matter Q&A inside the DMS, with the same permissions story as its rival.

Our verdict

Tier B — conditional, and the sensible counterpart to iManage Copilot for firms on this platform. Transparency is a step behind: the documentation of what the model does with content is thinner, which matters when you are writing your DPIA.

What it does

Drafting from precedent, summarising matters, and searching firm knowledge inside the document store.

Where it holds up

  • DMS-native permissions and matter walls
  • Precedent-aware drafting from firm content
  • No separate data estate to govern

Where it doesn't

  • Thinner public documentation than its rival
  • Feature depth still maturing
  • Value tied to document curation quality

Data posture, as documented

What the vendor's own material and terms say — and where the answer was not published, we say so rather than guess.

locationUS/UK/EU options
trainingNo training on customer content per published terms
retentionDMS lifecycle
subprocessorsDocumented

What it costs, realistically

Add-on to platform subscription.

Who it suits

Good fit

NetDocuments firms, especially in the US/UK mid-market.

Poor fit

Firms wanting best-in-class public assurance docs.

How we assessed it

Documentation review.

Review history

DateChange
Sep 2026First entry.
Published under our method. Scores are editorial opinion at the review date, formed from vendor documentation, published terms and our own testing where stated. We take no payment from vendors and vendors do not see scores before publication. Nothing here is legal advice or a procurement recommendation for your firm's circumstances. Spotted an error? Tell us and we will correct or re-score it.