Who it’s for
For the lawyer leading a limited evaluation and colleagues responsible for approving the workflow, reviewing outputs and deciding the next step.
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Templates & Checklists
Evaluate a defined legal AI workflow on one matter. The Excel scorecard and review prompt help you record approved criteria, actual runs, quality checks, reviewer decisions and unresolved issues.
Want an easier way to manage complex matters?
What’s inside
One-matter pilot scorecard
Run log, approved versioned criteria, reconciled quality checks, reviewer decision record and separate fictional examples. Formula cells are protected against accidental edits.
xlsx
Reusable review prompt
Task-specific prompt with exact sources and human review boundaries.
txt
Synthetic source packet
Eight fictional equipment records with stable line references and known gaps.
zip
Included in the complete kit
Using this kit
When to use it
Use it before a broader rollout when you can define a bounded task, permitted data, a source set and criteria the firm has approved.
How to use it
Set the scope and version the criteria before running the pilot. Record actual outputs and review findings, reconcile failed checks and document the decision. Keep the separate fictional examples out of the live results.
Scope and review
The workbook does not authorise data use or approve a vendor. Example results are fictional. Record measured findings from your own pilot and keep permission, risk and rollout decisions with the responsible reviewers.
Follow the workflow
Use the full guide alongside the downloaded files.