Pilot Programs

Pilot Programs

A pilot should do more than give a small group of users temporary access to a new tool. It should help the organization decide whether the technology or workflow deserves a larger investment. Crestpoint helps firms design pilots around clear business questions, realistic users, and meaningful success criteria.

A Pilot Is a Decision-Making Tool

Before a broad rollout, leadership may need to know:

Does the technology solve the intended problem?
Does it fit real legal workflows?
Will attorneys use it?
What quality issues emerge?
What governance is required?
What knowledge or integration dependencies exist?
What support will broader adoption require?
Is the value sufficient to justify expansion?

The pilot should be designed to answer those questions.

How It Works

What Crestpoint Can Support

Depending on the engagement:

Pilot objectives
User selection
Workflow selection
Requirements
Vendor coordination
Governance considerations
Training
Communications
Feedback
Usage analysis
Findings
Scale recommendations

The goal is not to make every pilot succeed.

The goal is to produce a better decision: go, refine, or stop.

Knowing When Not to Scale Has Value Too

A pilot that reveals poor fit before a major investment can be just as valuable as one that validates a broader rollout.

Independent evaluation helps firms distinguish enthusiasm from evidence.

Potential Pilot Programs

Legal AI Platform Pilots

Evaluate a new enterprise or practice-specific platform.

Practice Group Pilots

Test AI around a focused group of lawyers and workflows.

Workflow Pilots

Evaluate a newly designed AI-enabled or automated process.

Knowledge Assistant Pilots

Test new ways of interacting with internal knowledge.

Document Automation Pilots

Assess whether repetitive drafting or document processes can be improved.

Proofs of Concept

Explore the feasibility of a new idea before committing to a production initiative.