From an agreed scope to a working pilot

Start with one collection and one workflow. Price and timing are confirmed after reviewing scope and access requirements. Each stage gives you a clear decision about what comes next.

01
Scope

Agree the pilot scope

We review one information problem, the available documents and who needs access. Together we agree the collection, access rules, deliverables and representative questions. Price and timing are confirmed after reviewing scope and access requirements.

  • Identify an approved document collection
  • Agree access rules and excluded material
  • Choose one workflow to start
  • Agree representative evaluation questions
Pilot scope
02
Search preparation

Build the search index

Using approved document copies or authorised read-only access, we organise information within a separate search index. This helps connect related material without renaming, moving, deleting or updating records in your existing systems.

  • Extract searchable text from selected documents
  • Identify available matter references and document details
  • Flag uncertain matches and possible duplicates for review
  • Apply agreed access restrictions within the search layer
A separate search index
03
Evaluation

Test retrieval with your team

We evaluate relevant results, source references and access boundaries using agreed questions. We also test questions without supporting material and record missed or incorrect results.

  • Use the agreed collection and access method
  • Compare results with your current search process
  • Review source references and unsupported answers
  • Agree review sessions with your team
Tested on agreed questions
Results reviewed together
04
Pilot access

Review the working pilot

Before pilot users receive access, we test the agreed access restrictions and explain the workflow and its limitations. Storage, model processing, logs and retention arrangements are documented in advance.

  • Results for internal review
  • No filing, sending or source-system updates
  • Training and documentation agreed for the pilot
  • Review findings before a broader rollout
Internal review
05
Next steps

Decide what comes next

Review the results together and decide whether to refine, expand or stop. Ongoing support, index refreshes and further integrations are separately scoped. Exit arrangements cover copied information and the index.

  • Review accuracy and usefulness
  • Agree refresh and access-review requirements
  • Scope any additional document collections
  • Agree support, handover or index deletion
Review and decide
✓