Choose one decision or handover
Start with a bounded piece of work: finding an answer in approved documents, preparing information for review or extracting fields from an incoming document. Define what the user needs and where human judgement remains necessary. A narrow scope makes the value and limitations easier to assess.
Define the information boundary
Decide which sources the system can read, which tools it can use and which actions require approval. The answer should not depend on a model inventing its own authority. Access controls and a clear information boundary are part of product design.
Evaluate representative cases
Use examples that reflect the work, including incomplete information and difficult cases. Look at errors, uncertainty, user effort and the cost of a wrong result. Agree what happens when the system cannot give a reliable answer. A polished demo is a starting point, not a substitute for evaluation.
Plan the next step carefully
A successful pilot should leave a clear operating model: ownership, review, monitoring and a path for improvement. Extend the system only when the evidence supports it. The goal is a useful tool that people can understand and control.