The contract the client sent is read from the top, and the checklist is kept in the lawyer's head. The assistant compares the Word document with the firm's templates and checklist in SharePoint, flags risky clauses and suggests wording. The lawyer decides what to accept, and the contract never leaves the EU.
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At a law firm or in-house legal department, contracts arrive in Outlook several times a day: a supply contract from a client, a lease from the other side's counsel, a counterparty's changes to text that has already been agreed. The lawyer opens Word, reads from the first clause, opens the firm's template in SharePoint next to it and checks from memory whether there is a limitation of liability, the amount of the penalties, the termination periods, confidentiality, jurisdiction and the dispute resolution procedure. When dozens of such contracts arrive in a week, the first review takes hours, and under time pressure a clause gets missed that the client notices only after signing with DocuSign.
The assistant works directly in Word: the lawyer opens the contract and starts the review, and the assistant compares every clause with the firm's templates and checklist stored in SharePoint. It flags risky places with Word comments: how the clause departs from the firm's standard, what risk that creates for the client and what wording the firm uses in similar contracts. Missing clauses are listed separately at the start of the document. The lawyer accepts, changes or rejects each comment. The assistant does not change the text itself and does not formulate conclusions for the client. We implement it with Claude through Amazon Bedrock in an EU region: the contract is processed in the EU, it is not used to train models, and every review is logged with the time and the user. The checklists stay in your SharePoint, so the firm's partners maintain them, not us.
Four steps from input to a record in your system, with human approval wherever there is risk.
The contract arrives in Outlook, or the client uploads it to the matter folder in SharePoint. The lawyer opens it in Word, selects the contract type (supply, lease, services, shareholders) and the side the firm represents, and starts the assistant. Scanned PDFs are converted to text first.
The assistant compares every clause with the firm's template for that contract type and with the checklist in SharePoint: is there a limitation of liability, what are the penalties, how is the contract terminated, where are disputes resolved. It ranks deviations by importance and lists missing clauses separately.
Each risk appears as a Word comment with an explanation and the firm's wording, which can be inserted with one click. The lawyer accepts, edits or rejects the comments, formulates the position for the client and sends it from Outlook. Only a person changes the text.
If a contract matches none of the template types or is written in another language, the assistant says so and does not guess at risks. Once a month we review the rejected comments with a partner and update the checklist in SharePoint accordingly.
The assistant runs in a Word window in your Microsoft 365 tenant, reads templates and checklists from SharePoint and writes its comments into the same document.
Together with the partners we write a list of risks by contract type and a bank of the firm's standard wording, which you then maintain yourselves in SharePoint.
Every review, flagged risk and lawyer decision is logged with the time and the user, so you can see what the assistant proposed and what the person decided.
Lawyer training, monitoring during the first month and adjusting the checklist against real contracts are part of the implementation.
Claude through Amazon Bedrock in an EU region + Word and SharePoint. We choose the platform by the task and by where your data may be located. For more on this service and its limits, see the service page.
No. It writes only Word comments with an explanation and suggested wording, and only the lawyer inserts it, with one click. The position for the client and the final text always remain the lawyer's decision.
No. The contract is processed by Claude through Amazon Bedrock in an EU region, where your data is not used to train models and is not shared with others. The assistant has only the same access to the matter folder in SharePoint that the lawyer has, and you keep the log yourselves, in line with GDPR.
Yes, that is usually enough. In the first week we go through the templates with a partner, write the checklist by contract type and test the assistant on contracts that have already been reviewed, until its comments match the firm's practice.
A response to a claim starts from a blank Word page or a copy of an old matter, with the facts retyped from Clio.
At the end of the month lawyers reconstruct from the Outlook calendar and from memory how many hours went to each matter, and some of the work…
A similar matter is searched for in Clio, SharePoint folders and Westlaw, and the ruling a colleague cited last year takes half a day to find.
Enquiries from the website and Outlook wait until someone reads them, checks for a conflict of interest and replies.
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