Practical Guide to Using AI in Legal Teams

How to Implement AI Solutions for Legal Teams: A Practical Guide
Artificial intelligence (AI) is transforming legal work by reducing manual effort in contract analysis, compliance checks, and knowledge retrieval. This guide explains how to successfully select, implement, and manage AI for legal workflows—from assessing needs to training staff and enforcing governance. By the end, you’ll know how to deploy your first AI pilot securely and effectively.
What You’ll Need
- Leadership support for AI adoption
- Engagement from Legal, IT, and Security teams
- Clear understanding of current processes
- Access to secure AI tools (ChatGPT Enterprise, Copilot, or legal AI platforms)
- Estimated time: 6–12 weeks for pilot implementation
Step 1: Identify Legal AI Opportunities
Start by mapping everyday legal tasks and finding repetitive, low-risk activities suitable for AI assistance. This ensures focused use cases and measurable results.
- Document repetitive processes such as contract markup or basic reviews.
- Select 1–3 use cases like contract analysis, research notes, or policy templates that yield clear time savings.
- Define success metrics—time saved per review, correction rate, and user satisfaction scores.
Step 2: Define Requirements and Select Tools
Create an AI requirements brief outlining functional, compliance, and security needs. Compare tools through demos to identify the best fit for your workflows.
- List must-have criteria: contract comparison, semantic search, GDPR compliance, language support for Danish/EU law, and integration with Office tools.
- Shortlist 2–3 solutions and run demo sessions using identical document sets.
- Evaluate precision, user experience, and compliance outcomes before deciding.
💡 Pro Tip: Explore how AI simplifies contract review on our AI Contract Review page.
Step 3: Establish Governance and Risk Controls
Define a legal AI code of conduct before expanding usage. This framework ensures transparency, compliance, and accountability in every AI-assisted workflow.
- Outline AI’s permissible use cases and areas requiring human review.
- Specify responsible roles for approvals and compliance checks.
- Enforce a Human-in-the-Loop Policy for lawyer validation before external output.
- Maintain audit trails and confirm data management agreements with vendors.
⚠️ Important: Always include your DPO and IT security teams in the vendor compliance review.
Step 4: Test and Integrate with a Pilot
Run a short Proof of Concept (POC) to measure AI’s impact. Use structured datasets and clear metrics for time saved and accuracy achieved.
- Set up a 2–4 week pilot analyzing 50–100 sample contracts.
- Track performance using time saved, model accuracy, and user satisfaction.
import openai
openai.api_key = "YOUR_API_KEY"
system_msg = (
"You are a Danish legal assistant. "
"Do not provide legal conclusions. "
"Identify risk clauses, unusual terms, and limitations of liability."
)
contract_text = open("contract.txt", "r", encoding="utf-8").read()
response = openai.ChatCompletion.create(
model="gpt-4.1",
messages=[
{"role": "system", "content": system_msg},
{"role": "user", "content": f"Analyze this contract:\n{contract_text}"}
],
temperature=0.2,
)
print(response["choices"][0]["message"]["content"])
This Python snippet evaluates a contract and highlights risk clauses using OpenAI’s API.
For deeper integration, use document management or contract lifecycle platforms to embed AI review directly within existing workflows.
💡 Pro Tip: Discover how to streamline approvals in Contract Management.
Step 5: Train Your Legal Team
Training is essential for smooth AI adoption. A structured 60-day program helps build confidence and ensures consistent results across teams.
- Weeks 1–2: Introduce AI basics, internal policies, and hands-on demos.
- Weeks 3–4: Conduct workshops with standardized prompt templates.
- Weeks 5–8: Run open “AI office hours” for collaborative learning.
Develop prompt templates for contracts or memos and include disclaimers like “AI-generated draft – must be reviewed by a lawyer.”
Nominate AI Champions within your team to sustain engagement and communicate measurable improvements.
Step 6: Measure and Improve Performance
Regular reviews help ensure ongoing AI value. Combine quantitative and qualitative metrics to capture a full picture of performance.
- Quantitative KPIs: Time per contract, revision count, turnaround speed.
- Qualitative KPIs: User and client satisfaction (NPS, perceived quality).
- Cycle: Monthly performance checks and quarterly compliance updates.
Common Issues & Solutions
| Issue | Solution |
|---|---|
| No defined use case | Start small with measurable objectives |
| Weak governance | Implement policies and access controls early |
| Data breaches | Select EU-hosted enterprise solutions with DPAs |
| Blind reliance on outputs | Always include mandatory human review |
| Poor training | Schedule scenario-based learning sessions |
Key Takeaways
- AI implementation in legal teams is a strategic shift—start small, scale carefully.
- Ensure human oversight before any external output is delivered.
- Establish robust governance and compliance frameworks early.
- Focus on continual improvement and transparent client communication.
- Explore workflow automation in Workflows for long-term scalability.


