Turn legal insights into actionable guidance

Learn how legal teams use Acrobat Studio to analyze complex documents, collaborate securely, and turn insights into clear, actionable guidance — faster and with greater confidence. This use case is designed to be completed in sequence, with each video building on the previous step.

Best for: Legal leaders, in‑house counsel, contract reviewers, and teams delivering legal guidance across the business.

Start by analyzing complex legal documents, surfacing key changes, and identifying risk using AI‑powered insights.

Transcript

Acrobat Studio helps legal teams move faster through contract review without compromising accuracy, compliance, or control. They are under pressure to quickly review complex contracts, but critical changes are often buried in dense text and near duplicate versions. Let’s start with a common legal review scenario. A contract needs to be reviewed quickly before it can move forward, often alongside prior versions, internal standards, and or policy guidance.

We need a complete view of the agreement from the start to understand proposed changes and where risk may exist. Starting here in Acrobat Studio, I can create a new PDF space to centralize related contracts and policies for cross-document analysis for up to 100 files and from a variety of file formats, PDFs, Microsoft files, common transcript formats, and even web links, creating a governed source of truth ready to move forward for detailed review. I’ll start with these files, then add in our team’s intranet page with guidance for contracts like these sales orders.

Now all related documents are in one shared workspace, making it easy to reference, reuse, and keep everything in sync while the contract is reviewed.

Acrobat AI Assistant quickly reviews all the content and provides information to help me get started. A summary here along with the suggested next steps including these insights.

Next, I can go deeper by telling the AI Assistant what to focus on. I can select from a list of pre-built AI Assistants, Analyst, Entertainer, or Instructor, each with a description of how it will look at the source content, or personalize my own, tailored to help me just like an actual Assistant. I’m giving it a clear goal, a senior advisor supporting negotiation strategy that can help identify contract risk and summarize implications for the business.

When I select Save and Apply, AI Assistant again analyzes all the information in the source materials from the viewpoint of my Assistant and then provides an updated summary and insights aligned to that Assistant. Instead of manually comparing documents line by line, I can ask AI Assistant to surface non-standard terms, deviations, and areas that may require escalation. This helps reduce review cycles and catch issues earlier in the process. The AI Assistant summarizes the agreements and surfaces key risks and clauses while maintaining full traceability. Source citations link every insight back to the originating document and page, in the curated information, and not from somewhere else, providing the team confidence in the output. I’ll save these insights as a note. I want to call out this part of the note and where it came from. Adding comments is simple. I’ll just select a citation to find its source and then use the built-in commenting tools here, sticky note, highlighter, or drawing tool, to add my feedback.

AI Assistant is available across multiple surfaces, wherever you access Acrobat, on your computer, on mobile, and in the apps you use every day, like Microsoft Teams. All the tools I need to collaborate on this contract are here, AI Assistant and Acrobat’s commenting tools.

Insights are now ready for team review. Discover how to reduce email chaos, maintain version control, and collaborate securely on complex legal reviews.

Transcript

As part of the contract review process, I’ll share this PDF space with colleagues on my team so we can review the documents and insights together. I can securely share this PDF space leveraging role-based access in Acrobat Studio. I can assign contributor, reviewer, or read-only roles to control how teammates engage with specific content and keep collaboration focused. This keeps the whole team aligned, reduces email chains, and creates a traceable review path. I’ll add Gloria, Daniel, and Akira from my team as contributors. Everyone can see, access, and comment on the documents and notes I’ve included, add their own, and have access to the specialized AI assistant to do their own research. All feedback stays tied to the source documents, supporting controlled review with version history and auditability.

Additionally, I’ll add in the sales leader who is driving this contract renewal as a reviewer so he can view and comment as necessary on our strategy. So let’s see the experience of my team member, Gloria. She receives a notification via email, here in Acrobat, and she sees the same PDF space I created. She can leave comments directly on documents so no conversations fall through the cracks. Gloria recently worked on this executed contract between Bodea and Luma. AI assistant provides an immediate overview of the contract and its terms. The updated language here can be useful for the Altura technology draft, but she needs to remove reference to Luma and its data before adding to the PDF space. Acrobat’s redaction tool allows you to permanently remove sensitive text, images, and hidden data from PDF documents to ensure privacy and security. She’ll ask AI assistant, Redect all Luma references from this contract. Instructions are provided along with a link and the search box. She searches for Luma, selects all instances, and marks for redaction from the contract. Acrobat’s redaction tool also supports searching for patterns, like these PII data types, and allows you to upload your own dictionary of terms as well. Additionally, Gloria removes their contract number and the unit pricing, and adds this redacted version to the PDF space, then asks the custom AI assistant to craft a recommendation.

This can be a great resource for the team, so she saves it as a note.

Back to my computer, I can see the information Gloria added, plus more from the rest of the team. I can see a comment here from Akira, looks like she tagged me, checking in on whether this risk map was created. And the sales leader used the drawing tool to draw attention to the importance of this POC clause.

There’s two notes now, my original one, plus that one from Gloria. Leveraging a PDF space for this project ensures all collaboration is in one place. No endless email threads or version control nightmares, and there’s no loss of context or control. All feedback stays tied to the source documents, supporting controlled review with version history and auditability.

Sharing options in Acrobat Studio include who can access the PDF space, and what can they do with it. Access includes a public link, only users in your organization, and specific people.

There are three role-based options, view only, reviewer, and collaborator. You can change options at any time and include different roles in the same PDF space. This PDF space can only be accessed by people in the organization, has Conrad Sims from sales as a reviewer, and Akira, Gloria, and Daniel from my team as contributors.

Feedback is complete and content is ready to deliver. Learn how legal teams quickly draft guidance, apply approved branding, and deliver secure, accessible PDFs.

Transcript

Once analysis is complete, our legal team needs to deliver finalized guidance with a stakeholder as a secure PDF. All the information I need to create this memo is right here in my PDF space. I don’t have to jump to another application or start from scratch. I’ll ask AI Assistant to create a memo. This looks good. I’ll save it as a note. And copy to the clipboard. Now, here’s a quick tip. Select Create from Clipboard and Acrobat creates the draft memo for you. And if needed, I can make some edits. I’ll then ask AI Assistant to protect this from editing.

Once I enter my password, I can see here, by selecting the lock, that this PDF is secured. And now I’ll share it with stakeholders. With the AI Assistant capabilities in Acrobat to deliver insights, plus the easy-to-use design tools in Express, anyone in the organization can deliver polished, brand-compliant materials without having to rely on marketing or a creative team. Our legal team was asked to review and update leave-of-absence policies to ensure they comply with both federal and state guidelines. First, we asked AI Assistant for help creating a summary. Then we leveraged Express to format it for distribution. Acrobat Studio includes the ability to create templates using Express to match your brand, your logo, your colors, and your fonts. Here’s the set of templates created for Bodea. I’ll select this template. The logo is locked to keep me on track. There’s placeholder text here. I just replace it with the information from my generated memo. I don’t have to worry about the font or style. I can replace this image with one from our approved brand images. And the updated photo is sized perfectly to adhere to the design. And I’ll continue with the rest of the content from the summary memo. And this looks great. I’ll save it as an accessible PDF and share. Leveraging Express templates and their guardrails enables a non-creative like me to spend less time formatting and more time on what matters.

What once took weeks of manual review now happens in hours, helping my legal team move faster, reduce risk, and support secure execution across the business.

You now have a repeatable process to comprehend legal documents, collaborate securely, and create clear business-ready guidance.

recommendation-more-help
b1fdbcf6-5f91-48b1-9f38-01388e7598b4