Industry

AI for law firms: document review, drafting and bundles

Attach a batch of NDAs and get one row per document, with each answer tied to the page it came from. Then redline the other side's draft and redact what should not leave the firm.

Updated 30 Sept 2026

In short

The review grid gives one row per contract, and clicking a value shows the page and the exact words it came from. The Document editor round-trips Word tracked changes and keeps cross-references current, and the PDF editor merges, marks up, redacts, protects and signs. Oppermind drafts and organises, and the lawyer advises.

A due diligence request, a pile of supplier NDAs and a court bundle due on Thursday all come down to reading and assembling documents carefully. Oppermind helps with the reading and the assembly. It is not a legal research database, and it does not give legal advice.

Start with the document review grid. Every value in it links to the page and the words it came from, and a point the document does not address shows as Not found. Checking the AI's work becomes a matter of clicking through the cells.

Workflows

What law firms use Oppermind for today

01

Triage a set of contracts with the source on every cell

Attach the contracts in chat and ask for a review, for example "triage these NDAs". The Review pane opens with one row per document and columns the AI proposes, such as Type, Term, Triage and Key risks. Each value shows its page, and clicking it shows "Page N", the quoted words and a "Verified in source" or "Unverified" badge.

"Verified in source" means the quoted words were found in the document, not that the value is right, so read any "Unverified" clause yourself. "Export as CSV" takes the grid into the matter file. Desktop chat takes up to 12 files per message.

02

Answer contract questions with the clause cited

In Agents mode, import "Document and policy Q&A" from Marketplace > Agent templates and rename it, for example Lex · Contracts. Give it the executed agreements and tell it to answer only from them, cite the section, and say when the documents do not cover a question. "Deadline and renewal tracking" lists notice windows and renewal dates from the same files, and "Meeting notes and actions" turns a call transcript into a recap and action list.

03

Redline the other side's Word draft

Open a new Document tab first, because "Import file" replaces the open document. It brings in the .docx with its tracked changes and comments. Turn on "Track changes", make your edits, add a "Comment" where needed, and use "Review changes" to accept or reject theirs. "Version history" > "Snapshot now" keeps each turn of the draft.

"Export Doc" writes your insertions and deletions back as Word revisions. Track changes records typing and deleting, so pasted text and formatting changes are not tracked. To work on the draft with a colleague, share it as "Can edit" and keep to separate clauses while you both have it open. Sharing depends on your plan.

04

Assemble a bundle and mark it up from chat

In the PDF editor, "Merge PDFs" appends each document, and "Insert page" > "Pages from another PDF" places pages after the current one. Reorder with "Move page up" and "Move page down", then "Add page numbers" with "Page N of M", setting "Start from page" if the index stays unnumbered. "Split file" breaks a long bundle into volumes, and Ctrl+Z steps back through page edits.

With the PDF open, ask chat to "highlight clause 7.1 on page 3", add a comment on named words or bookmark a page, and the marks land on the exact words. The reply names anything it could not do. Chat does not redact, fill forms or sign.

05

Redact, protect and sign

"Redact" turns on redact mode. Drag across text to black it out, and every download afterwards is a secure image-only copy of up to 300 pages, so the hidden text cannot be copied back out. Then use "Password protect", and "Certificate signature" as the last step, since any edit after signing breaks the signature.

Open the downloaded copy and check every redaction before it goes anywhere. Text export, OCR and "Convert to Doc" are refused on a redacted file by design, and a scanned page has no selectable text to redact this way.

06

Draft from a precedent skeleton

The Document editor's "Library" > Templates include "Mutual NDA (skeleton)", "Memo", "Business letter" and "Statement of work". Set headings with "Styles" and link clauses with "Cross-reference". After you renumber or rename a clause, run "Update fields" and every cross-reference catches up. Select a clause and use "Rewrite" with Tone "Formal" or "Concise" to tighten it.

Load your own precedents and house style into a skill, and use it whenever you ask for a draft so the draft starts from them.

07

Keep key matter dates in view

Enter the dates you have worked out into a Project schedule, then use "Send deadlines to Calendar" in its Calendar view. Calendar reminders pop up only while Oppermind is open on your computer, so keep the firm's own diary system as the record. Oppermind does not calculate limitation periods or court deadlines.

7 learning resources

Start here: AI learning path for law firms

01
Quickstart · Beginner

Your first useful result in Oppermind

Turn a real piece of work into a clear, shareable result in five minutes - no AI experience required.

5 min
02
Guide · Intermediate

AI for legal teams

Contract questions answered from your documents with the clause cited, obligation and renewal sweeps, meeting actions and background research as a team of agents that drafts and organises but does not give legal advice.

21 min
03
Course · Intermediate

Draft, cite and merge in the Document editor

Draft a document from chat, give it structure, rewrite and translate it, look up and cite sources, run a mail merge, comment on it, export to Word and review a stack of contracts in a grid.

59 min
04
Course · Intermediate

Review, redact and sign PDFs in the PDF editor

Summarise a contract, mark it up by hand or from chat, fill and sign a form, redact what you can't share, rearrange pages, then protect and certificate-sign the final copy.

56 min
05
Course · Intermediate

Share your work and edit it live together

Share documents, sheets, decks, designs and projects by email, edit them live on a computer or phone, and keep changes from colliding.

46 min
06
Tutorial · Beginner

Use Oppermind in Word, Excel, and PowerPoint

Install the Microsoft Office add-ins and use Lato inside the live document, workbook, or presentation you are already editing.

21 min
07
Tutorial · Intermediate

Create your first reusable AI skill

Package a workflow you already know into a reusable Oppermind skill your team can run consistently.

15 min

What stays with the lawyer

Oppermind produces drafts, summaries and organised documents for a lawyer to review. The Terms state that outputs are not legal advice, and nothing on this page is legal advice either. It does not calculate limitation periods or check authorities, so verify every citation against an authorised source.

Check your law society's or regulator's guidance on AI, because your duties of competence, confidentiality and supervision apply to how you use any AI tool. Before you upload client material, read Privacy Policy sections 5.1 and 5.1a. Section 5.1 says some of the service providers that process what you send are located outside Australia, and section 5.1a says not to link an account whose information must not be processed outside Australia or by an AI system, for example material subject to legal professional privilege. What you upload is your decision under your professional obligations.

Questions

Frequently asked questions

Does Oppermind give legal advice?

No. It drafts, summarises and organises documents for a lawyer to review. The Terms say its outputs must not be relied on as legal advice.

Is Oppermind a legal research database?

No. It has no case law or legislation database. Treat any authority it mentions as a lead to check against an authorised report or an official source.

What does Not found mean in the review grid?

The document does not address that point. The grid shows Not found instead of guessing, so it can be a finding in its own right, such as an NDA with no term.

Can I keep working in Word?

Yes. The Oppermind add-in for Word reads your selection and edits the open document, so you can use it on a matter file without leaving Word.

Learning by role

Legal learning path