Case study · NAB

Legal Document Review Tool

An AI tool that cut paralegals’ trust deed reviews from 45 minutes to 5.

The customer: NAB’s paralegal team
Team: Associate director, engineering team and me
Skills: Product design (end-to-end)
MVP creation
Workshop facilitation
Developer handover

Legal Document Review Tool dashboard listing trust deeds, each flagged complete review needed or execution check only

The problem

Trust deed reviews were slow, repetitive work for NAB’s paralegals. The bank wanted to speed them up with AI without disrupting how paralegals already worked.

How I solved it

01Designed a first pass, then ran a workshop with 5 paralegals to validate the content and journey.
02Interviewed 6 paralegals on the updated design to settle a stakeholder dispute: how much clause detail should the tool show?
03Found paralegals always want to check some clauses themselves, like Universal Powers. So instead of a costly, fully transparent build, each clause is flagged Passed, Missing or Review needed.
04Ran regular playbacks with the GenAI team to keep design and research aligned.

Outcome

Approved for a pilot with 10 paralegals and the foundation for the scaled build. Average review time dropped from 45 minutes to 5, and the work was covered in the AFR .

Inside the work

Trust deed pre-check tab with the vesting date expanded to show how it was worked out — Each check passes or fails at a glance, with the reasoning behind it if a paralegal wants to look.

The trust deed document open in the tool with an Extract memo text button — The deed itself stays one click away, so paralegals can check the source before extracting the memo.

Legal Document Review Tool dashboard listing trust deeds — The review journey, from upload to a clean verification document.

Trust deed detail page showing trust details and the documents reviewed — The review journey, from upload to a clean verification document.

What I learned

Paralegals trusted AI most when they could still check the detail. Their own words from interviews settled disagreements between sponsors and executives.