AI agents with a defined job. And a human handover.

Start with a repeated task that has a clear owner and a reviewable output. “Summarise the enquiry for the intake team” is a more useful brief than “automate client onboarding”. It tells us which information is needed, what should be produced and who checks it.

An agent might answer from an approved public FAQ, find a staff procedure or prepare a draft handover. It should not infer missing facts, decide whether to accept a client or quietly gain access to a wider set of documents.

An illustrative pilot could take a short, consented enquiry and prepare a summary containing the requested practice area, preferred contact method and any missing information. The intake team checks the original enquiry before taking the next step.

Useful checks include whether the summary preserved the person’s meaning, introduced facts, included unnecessary sensitive details or failed to flag uncertainty. A shorter handling time is only useful if the handover remains accurate.

This is an example workflow, not a claim about a deployed client system. The pilot definition, platform and success criteria depend on your firm’s process.

The platform, retention settings, supplier terms and information types all matter. Your firm decides what information may be processed, with its privacy and legal advisers where needed. We document the intended flow so that decision can be made against something concrete.

If the task follows fixed rules, business automation may be enough. If the requirement is a public question-and-answer interface, our AI chatbot service offers a narrower starting point.