We start with one agreed workflow and document collection. Scope, price and timing are confirmed before each stage, and you can decide whether to continue.
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.
We prepare an agreed collection of documents for a separate search index, extracting readable text and useful details such as matter references, document types and dates. Uncertain matches are flagged for review. Your original files, folder structure and practice-management records remain unchanged.
We build and test retrieval over the agreed collection with your team. Evaluation covers relevant results, source references, access restrictions and questions without supporting material. Results are for internal review; the pilot does not file documents or send communications.
Read-only by design. The pilot uses authorised read-only connections. It cannot rename, move, delete or write back to your original documents, database or practice management system. A separate search index holds the information needed for retrieval, with access and retention arrangements agreed before the pilot.
Small to mid-sized firms, including sole practitioners and owners with support staff, are welcome. An approved folder or export may be enough to begin; a live practice-management connection is not required for every pilot.