Controlled Pilot Implementation
One governed AI workflow, tested and deployed with human oversight.
Who this is for
- Firms that have completed a workflow audit or already know which process to target
- Practices with a clear admin bottleneck they want to address
- Firms that want to prove AI value in one area before expanding
- Businesses that require governance, approvals, and audit trails for any AI deployment
The problem this solves
You have a clear process bottleneck: intake routing, document triage, or repetitive admin that delays your team.
You want AI to handle the repetitive parts but need human approval before anything consequential happens.
The pilot turns one process into a governed AI workflow with approval gates, audit logging, and measurable results.
What you get
- Discovery workshop to define scope and success metrics
- Workflow mapping and process documentation
- Configuration and deployment within Microsoft 365
- Approval gates at key decision points
- Audit logging of all AI actions
- Pilot user onboarding and training
- 30-day review with performance data
Expected outcome
One working AI workflow with governance controls, approval steps, and measurable results after 30 days of live operation.
Common questions
Intake triage, document classification, email routing, and meeting summary extraction are common starting points. The audit identifies the best fit for your practice.
Typically 2-3 weeks for build and deployment, followed by 30 days of monitored live operation.
You receive a performance report with data on time saved, accuracy, and usage. From there you can continue with Managed Improvement, expand to additional workflows, or stop.
Access is scoped to the specific workflow. Evoloop configures the system and sets permissions but does not retain access to your client data after deployment.
Not sure where to start? The AI Readiness & Workflow Audit is the recommended first step.