Document Automation - Pilot Guide

Published on Jan 17, 2023 byCatherine Bamford

The Pilot Guide provides guidance on how to run a pilot or a POC of a specific type of technology. Before you start, it's important to understand what it is you seek to gain from the pilot. Depending on your internal use cases, you will need to prioritize the requirements that are most critical for you from the technology. Having a prioritized list of requirements and using that to develop a framework for assessing the technology will enable you to more easily judge the tool or tools you are piloting. 

About the ExpertView Profile
Catherine Bamford

Catherine Bamford

LTH Expert BamLegal

Catherine is the CEO and Founder of BamLegal, a legal technology consultancy. She was named by the Financial Times as a Top Ten Legal Technologist, has won a European Women in Law Tech award and was listed as a Women of Legal Tech Honoree by the American Bar Association.

Catherine’s company, BamLegal, helps law firms and in-house legal departments improve the delivery of their legal services through the smart application of technology. BamLegal's clients include most of the world's largest law firms, such as Dentons, DLA Piper, Hogan Lovells, Linklaters and Latham & Watkins, as well as inhouse teams, new law businesses and technology companies.

As the world’s leading document automation expert, Catherine has helped many law firms successfully roll out and scale their use of document automation. One client explains “Catherine makes document automation simple. Catherine’s advice and expertise have enabled us to progress our automation project at a pace I hadn’t thought possible.

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