Legal · Do this yourself

Clean up transaction documents with Claude inside Word.

✅ They call it a meaningful upgrade; structuring help is useful but lacks deal instinct.

Who it’s for

Lawyers, paralegals, compliance teams and people dealing with contracts. Not legal advice.

Adapt it to your industry

  • Freelancer: understand a client contract before signing
  • Small business: draft a first version of a simple policy for a lawyer to review
  • Real estate: summarize a lease in plain words

Step by step

  1. Remove names and private details from the document first.
  2. Open ChatGPT, Claude or Grok and paste the prompt below with the text.
  3. Ask for a plain-language summary, a list of risks and questions to ask.
  4. Check every point against the actual document; AI can miss or invent things.
  5. Have a qualified lawyer review anything important before you rely on it.
  6. Save the prompt as a checklist for the next document.

Ready-to-copy prompt

List every defined term in this document, flag terms used but never defined or defined but never used, and check every cross-reference resolves.

Start with AI

Opens the AI with this guide and the prompt filled in.

Cost
$0–20/month (free tiers or one AI plan)Our estimate
Time
1–3 hoursOur estimate

How to make money from it

Pricing idea: Law firms can offer fixed-fee reviews; tools usually sell per document or monthly plans.

Finding your first 10 customers

  • Show the workflow to colleagues in your firm or network.
  • Offer fixed-fee reviews to small businesses you know.
  • Write a short guide on the topic and share it on LinkedIn.

Ideas, not promises. Results vary.

Details: source, numbers and tags

What they did

The lawyer drafts transaction documents daily and uses Claude for the mechanical parts: defined terms, leftovers from precedents, cross-references and first drafts from earlier deals.

How it went

They call it a meaningful upgrade; structuring help is useful but lacks deal instinct.

Worth knowing

A commenter warns Claude can confidently invent a defined term; check cross-references yourself.

Difficulty
BeginnerOur rating
Time to build
Not reportedOur estimate
Monthly cost
Not reported
Revenue
Not reportedWe only show revenue the source states
Engagement
No public countThe source shows no number

Original builder recipe

  • Claude in Word
  1. Collect the documents.
  2. Have the agent extract and summarize.
  3. Have a qualified person review.
  4. Store the result securely.

Tags

Agent Claude
Role Lawyer
Industry Legal Finance

Read the original

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