Terms trackerDocument management

NetDocuments Terms of Service — Key Clauses & Change History

NetDocuments is the leading cloud-native document management system for law firms, housing decades of client files, correspondence, and privileged work product. Its Terms of Service govern how that repository interacts with AI features including ndMAX and PatternBuilder — which analyze your document corpus to power search and automation. DriftPatrol tracks netdocuments.com/legal/terms-of-service continuously.

Current terms at a glanceLast update: Feb 3, 2026

Section	What it says	Why it matters
§7	AI Features — ndMAX and PatternBuilder	ndMAX (AI search/categorization) and PatternBuilder (workflow automation) analyze document content within your repository. NetDocuments states these features operate within your tenant environment and do not contribute to cross-tenant model training. Verify "within tenant" for any cloud-based model inference that touches your data at runtime. Monitor
§9.2	Data Residency — US, EU, AU datacenter choice	Firm selects datacenter region at account setup. Region change requires a migration request and service window. Cross-border document transfers (e.g., US firm using EU datacenter for international matters) require explicit configuration review. Note
§11	Liability Cap — Annual fees	Aggregate liability capped at annual fees paid. A firm paying $50K/year has $50K of coverage regardless of breach severity affecting $50M in client matters. Risk
§8.1	Data Deletion — 90 days post-termination	90-day export window after account termination, then destruction certification within 60 days of export period close. Better than most DMS competitors. Document retention policies for specific matter types must be managed inside the platform before account closure. Note
§16	Governing Law — Utah, USA	Disputes governed by Utah law, arbitration clause for commercial contracts. Class action waiver applies. Note

Documented changesVerified by DriftPatrol

Feb 3, 2026 — Most recent update

netdocuments.com/legal/terms-of-service · ndMAX AI clause added

+ §7 AI Features section added for ndMAX and PatternBuilder + Explicit tenant isolation statement for AI processing + Sub-processor disclosure updated — AI inference providers added - Prior TOS had no AI-specific provisions — AI features were launching without dedicated TOS coverage flagged: AI features, data processing impact: AI processing language now contractually addresses the cross-tenant training risk. Read the inference provider sub-processors carefully — runtime AI inference still passes your document content through third-party APIs.

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Tracked URL: https://www.netdocuments.com/legal/terms-of-service · Last known update: Feb 3, 2026 · Informational only — not legal advice.