Original draft perspective for editorial review. A business-planning framework, not empirical research, verified client results, or legal or ethics advice.
Define the business problem first
Begin with a specific workflow, its current friction, and the decision the technology should improve. Technology planning is most useful when paired with clear ownership and a measurable operating objective. Avoid adopting a system solely because it is new.
Review the information flow
Identify the data the system receives, where it is processed, who can access it, and what the vendor retains. Do not place confidential matter information into an unreviewed tool. Security, confidentiality, and professional obligations should be evaluated by the firm and its appropriate advisers.
Keep professional judgment with people
Define who reviews generated work, what requires approval, and when a matter must be escalated. AI output can be incomplete or inaccurate. A pilot should include meaningful human review rather than treating automation as a substitute for professional accountability.
Pilot, measure, and decide
Use a limited, approved workflow and a documented evaluation period. Compare time saved, error handling, training needs, and total costs. Record whether the pilot should continue, change, or stop. These are business-planning considerations, not legal or ethics advice.