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Pilot Plan · v1.0Non-public · Leave-behind

The 30–60 day pilot.

One team. One workflow. One evidence-based answer to the question “is this real?”

This document is the structured evaluation offered to insurance defence firms after a first strategic meeting. It is designed to produce a defensible, before-and-after read on operational drag — inside a single team, across a single matter type, within one quarter.

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Pilot Summary

Duration
30 – 60 days
Scope
One team, one matter type
Effort
Parallel-run, no disruption
Success
Before vs after, evidence-based
Decision
Go / no-go at pilot end
Commercial
On application

What the pilot is

A controlled proof, not a prolonged evaluation.

Every pilot is structured the same way. The scope is deliberately small. The measurement is deliberately precise. The duration is deliberately short.

What it is

  • A structured evaluation on a defined scope.
  • Real matters, real fee-earners, real outputs.
  • Parallel-run against the existing system — zero risk to the caseload.
  • A named implementation lead from GAAS LAW for the full duration.
  • A clear before-and-after view of operational drag in one team.
  • A documented go / no-go at the end, with evidence attached.

What it is not

  • A free-tier trial. Pilots are commercially scoped.
  • A firm-wide rollout. Exactly one team, exactly one matter type.
  • A data migration exercise. Legacy matters remain on the existing system.
  • A disruption to billing or insurer reporting during the pilot window.
  • A soft evaluation. Success is measured against agreed metrics.
  • An open-ended engagement. Fixed start. Fixed end. Fixed scope.

Who the pilot is for

Firms operating at volume, with a named decision owner, and a clear team to pilot on.

Profile

Insurance defence firm running EL, PL, NIHL, motor, or professional negligence at scale.

Team

One pilot team — typically a partner plus 4–8 fee-earners — dedicated for the pilot window.

Sponsor

A named partner or managing partner empowered to sign off the go / no-go decision.

Scope

The scope is deliberately narrow.

Narrow scope is the point. A pilot that tries to prove everything proves nothing.

S.01 · One matter type

NIHL, EL, PL, motor, or professional negligence. Selected with the firm at scoping.

S.02 · One team

4 – 8 fee-earners + supervisor + partner sponsor. No firm-wide rollout in pilot.

S.03 · A defined cohort

Between 20 and 60 active matters, chosen jointly.

S.04 · Parallel run

GAAS LAW runs alongside the existing case management and billing stack throughout.

S.05 · Reporting

Weekly pilot review. Full pilot readout at end of window.

Success Metrics

Before and after. Four numbers. No debate.

M.01

Time to invoice

Before

Weeks per matter

After

Target: days

Measured as elapsed time from stage close to approved invoice.

M.02

Rework rate

Before

Unmeasured — embedded in WIP

After

Target: visible, quantified

Rework defined and counted per matter type.

M.03

Visibility

Before

Monthly MI pack

After

Target: live portfolio signal

Measured by insurer or partner ability to answer a matter-status question in < 60s.

M.04

Consistency

Before

Variable between fee-earners

After

Target: tight band around median

Readiness score variance across comparable matters.

Timeline

Six weeks in practice. Ten at most.

Week 0

Scoping

Pilot kickoff. Confirm team, matter type, cohort, decision owner, weekly review cadence.

Week 1 – 2

Configuration

Matter templates, workflow alignment, roles, permissions, readiness thresholds.

Week 2 – 4

Live pilot

Pilot team begins live use. Parallel-run with existing system. Weekly review against baseline.

Week 4 – 8

Measurement

Pilot matures. Readiness scores stabilise. Before-and-after comparison finalised.

Close

Readout

Pilot readout: four metrics, audit trail, recommendation on firm-wide rollout.

Guarantees

What we guarantee during the pilot.

Every pilot operates against a written risk register. These are the non-negotiables pre-agreed with the firm’s IT, risk, and compliance teams before live use begins.

  • G.01No disruption to live billing during the pilot window.
  • G.02No disruption to insurer or panel reporting during the pilot window.
  • G.03Parallel-run architecture — existing case management remains the system of record.
  • G.04Full audit trail from day one. Exportable at any time.
  • G.05Reversible at every phase. Pause, slow, or stop is always available.
  • G.06All Trust Layer guarantees apply on day one — Privacy, AI Use Policy, Confidentiality, Responsible AI.

Commercial

Priced per pilot. Scoped, not listed.

Pilots are commercially scoped during a 30-minute strategic review with the pilot sponsor. Pricing reflects the team size, the matter cohort, and the duration agreed.

On application. No list price. No negotiated theatre.

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