Launch checklist

Use this checklist before you widen access beyond the original pilot team.

Workspace readiness#

• A workspace admin, legal lead, and support contact are named and reachable.
• Matter naming standard is documented and all existing matters follow it.
• Library folder structure is clean and follows the agreed pattern.
• At least one completed matter exists as a reference example for new users.
• Playbooks are configured for the practice areas your team uses most.

Process readiness#

• Review and approval path is documented for each output type (research note, draft, external advice, court filing).
• Users know which outputs require human review before they leave the workspace.
• Upload policy is defined — which document types are allowed, and any that require extra handling.
• Onboarding guide is written and covers: how to create a matter, how to run research, how to use the Document editor, and who to ask when something is unclear.

Pilot validation#

• The pilot group has completed at least one full workflow from intake to saved output.
• At least one research answer has been used as the basis for a real work product.
• The pilot group has identified the top three friction points and addressed or accepted them.
• The workspace has been used for at least one week without the founding team needing to intervene.

Signals you are ready to scale#

After launch#

• Add new FAQs within the same week they appear during onboarding.
• Update naming and storage guidance whenever the team improves its habits.
• Review governance rules whenever the rollout expands to a new team or use case.
• Treat documentation as an operating manual — update it whenever real usage diverges from the written guidance.