1. Map the work first
Write down the steps in a repetitive task. Note the inputs, the decisions, and the handoffs. This often reveals a simple improvement before any new technology is needed.
2. Choose a bounded pilot
Inquiry routing, draft preparation, and finding approved information are useful areas to explore. Start small enough that a person can review the results.
3. Protect the important decisions
Decide which actions require approval and what information the tool may access. AI-generated output needs evaluation, especially when accuracy matters.
4. Measure whether it helps
Compare time spent, correction rates, and ease of use. Expand only when the pilot demonstrates a useful improvement.
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