4–6 weeks
Normally a defined evaluation period, agreed for the proposed workflow.
Practitioner pilot
Test one defined contentious workflow.
A controlled evaluation with agreed participants, information boundaries and success criteria. Build evidence for an adoption decision.
A focused evaluation.
1–3 practitioners
A small group of practising lawyers using or evaluating one matter or workflow.
An explicit outcome review
Stop, refine, extend or discuss paid deployment according to the evidence.
Agree what useful looks like.
Choose the use case
Identify the documentary problem and the professional task. Suitable work may include matter familiarisation, chronology, issue analysis or contradictory evidence.
Set the information boundary
Agree users, access, permitted material, provider configuration and data-processing requirements. Complete due diligence before introducing confidential information.
Test the work
Evaluate source verification, matter understanding and professional review. Where relevant, test the complete Case Operator task, prerequisite, investigation and decision sequence.
Measure and decide
Collect evidence on orientation time, source-checking effort, useful findings, workflow fit and repeat-use intention. Agree retention, deletion or handover when the pilot ends.
Test the Case Operator against a defined task.
Scope
Can the practitioner explain what has and has not been delegated?
Returned work
Can they inspect the result, its source context and its limitations?
Professional decision
Is it clear what remains an AI-assisted proposal and what has been accepted into professional analysis?
Controlled pilot safeguards
Professional verification remains part of the workflow.
Verify against sources
AI-assisted findings remain provisional until a practitioner checks the cited source material and adopts the conclusion professionally.
Cross-check broad Ask answers
Do not treat a single Ask LegalRAG response as an exhaustive procedural or evidential checklist. Cross-check Overview, Issues, Tasks and source documents.
Stop and escalate
Pause the affected workflow if source boundaries, provenance, confidentiality, export integrity or professional-state separation cannot be verified.
A controlled pilot is an evaluation, not independent solicitor approval, legal advice or an SRA endorsement.
Decide on evidence, not an assumed productivity gain.
The pilot should establish whether the workspace creates enough practical value to justify continued use. No fixed time saving or predetermined commercial outcome is promised.
Next step
Start with a practitioner walkthrough.
You do not need to select a pilot matter before seeing the product. Begin with a synthetic example focused on the contentious work your team handles.