Playbook 04
Evaluate legal and contract AI tools without skipping expert review or confidentiality controls.
4 stepsLegal, finance, procurement, and professional-services teams30-day pilot
- 01
Step 1
Choose one repeat contract type and collect reviewed examples.
- 02
Step 2
Write a clause checklist with must-escalate issues.
- 03
Step 3
Run each tool against the same sample set.
- 04
Step 4
Compare findings to expert review before using live agreements.
Outcome
- 01Does the workflow repeat often enough?
- 02Can a person review the output quickly?
- 03Is the data safe for a third-party tool?
- 04Can you measure success within 30 days?
Next playbook