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79 I L T A N E T . O R G Document Management System Updates Let us now segue into one of the most critical technologies used in legal, document management systems. Here, I attended sessions by the two industry leaders, NetDocuments and iManage. I should stipulate that I am a member of the ILTA Strategic Liaison Committee to iManage, who along with NetDocuments is an ILTAMAX sponsor. All of that being said, this material is written in my capacity as a member of the ILTA Press, meaning I'm striving simply to convey the key elements of both company updates, each of which was very exciting and impressive. The summaries are listed in chronological order, the NetDocuments company update occurring Tuesday afternoon and iManage on Wednesday afternoon. NetDocuments Company Update The company update was delivered by Josh Baxter, CEO of NetDocuments and Dan Hauck, the company's Chief Product Officer. It focused on multiple product developments and capabilities, all of which fall under the umbrella of their single platform ndMax offering. Some of the highlighted areas were the ability to automate workflows, summarize documents, and work within a single platform. The company is also making the ability to control who can use gen AI and when it can be utilized as a strategic priority for the legal industry. There are many areas of advanced functionality and legal process improvements in the ndMax suite. N E T D O C U M E N T S – P R O D U C T I N F O One of the first products discussed was the Pattern Builder product, originally announced at the prior ILTACON conference. In the past 12 months, Pattern Builder has expanded in use and functionality and now helps automate many more types of workflows than at original launch. It also can, of course, support extensive document automation. This component of the product portfolio comes with prepackaged apps, but there is also the ability to customize and create complete bespoke unique applications which adds to the ecosystems of legal oriented solutions in the tool. One of the other interesting components of NetDocuments is interoperability functionality, one example being the ability to save data from documents which are processed, entities identified, and ultimate the function to create fields which and transform into data tables exists, which supports the ability to move data contained in documents into database systems. Some key capability associated with governance and security were also reviewed. This included commentary relating to privacy, control and flexibility, and the fact it is vital to offer security controls applied to AI because of outside counsel guidelines and requirements - not unlike requirements associated with the cloud. N E T D O C U M E N T S – I N D U S T R Y P E R S P E C T I V E NetDocuments also discussed some of critical success factors for our industry, noting how legal is a prime target industry for AI because of complex, large datasets. One is security, for it cannot be overstated enough how it is important to understand the customer in the legal space, including a special understanding of data compliance and ethical compliance considerations when serving the legal vertical. Another is usability, features and functionality are also important to those busy people working within the legal profession. To that end, the company strives to make using their app store and AI functionality easy, and to render consistent responses to AI prompts. That is a perfect segue into another key area, that being prompt engineering. NetDocuments, like many top-flight AI legal vendors, understands that prompt engineering is as much an art as it is a science. Accordingly, offering prompt engineering training and helping the end user develop AI familiarity and expertise are considered very important pillars within NetDocuments.

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