Companion to "AI as your paralegal" (Friday issue). This is the method, step by step, so you can do it for your own paperwork — an NDA, a consent form, a simple contract, a privacy notice.

<aside> ⚠️ Not legal advice. This is a way to get a better first draft faster, on something you already understand. It is not a substitute for a lawyer. The whole method depends on you being able to judge the output — see Step 1.

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The one rule that makes this safe

Only do this on a document type you already know well enough to spot what's missing. I can do it for an NDA because I've read and signed plenty — I know what should be in one, so I can see the gaps. Use AI to fill the gaps in something you understand — never to conjure up a field you can't evaluate. If you can't tell whether the output is wrong, this method isn't for that document.

Step 1 — Make the AI research the actual law, with sources

Don't ask for a document yet. Ask for the law first, scoped to your jurisdiction, and demand citations you can open:

"What law governs a mutual NDA and consent to record a business meeting in Spain? Give me the specific statutes and articles (national and EU), and a link to each source so I can verify it."

The citations are the safety mechanism. They're what let you tell real law from a confident hallucination. If it won't cite, don't trust it. (I used a citation-first tool for this — it came back with Ley 1/2019, GDPR Art. 6(1)(a), the LOPDGDD, each linked.)

Check the citations actually say what the AI claims. Open two or three. This is the five minutes that matters most.

Step 2 — Turn it into a reusable template, not a one-off

Now ask it to draft the document — but as a fill-in template:

"Draft this as a reusable template. Put every party-specific detail in a {{PLACEHOLDER}} marker. Bake in this standing policy: [your non-negotiables]."

Placeholders mean you write it once and refill it per client in two minutes. Bake your standing policy straight in so you never re-decide it. Mine, for recordings: internal analysis only · deleted within 30 days of the report · never shared with third parties · never used to train AI.

<aside> 💡 Tip: unfilled {{MARKERS}} show up literally when you render to PDF, so anything you forgot to fill is obvious on the page.

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Step 3 — Four eyes before it goes anywhere

A second human reads it. Every time. You're too close to your own draft to catch what's missing; a fresh pair of eyes isn't. (This is a house rule for anything that leaves the building, not just legal docs.)

Step 4 — Get it checked once by a real professional

Because you'll reuse it, it's worth one paid hour from a gestoría or solicitor to bless the template. After that single review, it's a standing asset you reuse for free — the cost amortises to almost nothing.

Step 5 — Show the other side

Send it to the client (or counterparty) before the meeting and confirm they're happy with it. No surprises on the day.