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Lessons from Our Gen AI Pilot Program: A Powerful Tool, Not a Magic Wand

Written by Annie Malloy

Updated: Sep 11, 2024

Authors

Steven Shaw

Head of Onboarding Programs

About Author

Steven is a Senior Director at Consilio, a global leader in Legal Consulting & Legal Services. As Head of Onboarding Programs for the Self-Service Business Unit, Steven develops and implements training and onboarding solutions for Consilio’s global self-service clients. He is also the creator of several certification programs for Consilio’s proprietary solutions including the Sightline Certified Administrator and Masters of Mobile.

Consilio’s Self-Service Business Unit supports clients who use Consilio’s proprietary solutions in a self-service capacity. Each client is trained and onboarded using a custom, Client-First programs, uniquely developed to make them experts, and able to support their own matters with ease. In this area, Steven has developed a library of training modules, documentation, and videos that are used in support of the Client-First Onboarding initiative, as well as participated in the creation of these custom programs for many of Consilio’s clients. Once onboarded, Steven also assists in the development of playbooks and workflow for each client’s specific matters.

Matthew Verga, Esq.

Director of Education

About Author

Matthew Verga is an attorney, consultant, and eDiscovery expert proficient at leveraging his legal experience, his technical knowledge, and his communication skills to make complex eDiscovery topics accessible to diverse audiences. A fifteen-year industry veteran, Matthew has worked across every phase of the EDRM and at every level, from the project trenches to enterprise program design. As Director of Education for Consilio, he leverages this background to produce engaging educational content to empower practitioners at all levels with knowledge they can use to improve their projects, their careers, and their organizations.

More from the author

Summary

Generative AI (Gen AI) is a new technology with great promise, but there has been a near-frenzy created by the enthusiastic marketing and the breathless headlines. As service providers in the legal industry, we feel it is incumbent upon us to resist the hype and thoroughly test any new technology before promoting it to our clients or turning it loose upon their data.

To that end, Consilio has spent the past year engaged in an active pilot program, testing a variety of Gen AI models in a variety of contexts with a variety of clients. Recently, in one of our monthly series of public educational webinars, we took the unprecedented step of pulling back the curtain on this pilot program to share some sample projects and the lessons we’ve learned from them.

We share this information out of our desires to provide education to practitioners and to contribute to the legal industry’s ongoing efforts to develop best practices for leveraging these powerful new tools.

In this Whitepaper

  • Consilio’s AI pilot program
  • Details of three sample projects
  • Lessons learned so far

Key Insights

  • The dramatic impact of fine-tuning prompts
  • Why document length and order matter
  • How Gen AI can outperform human review

Summary

Generative AI (Gen AI) is a new technology with great promise, but there has been a near-frenzy created by the enthusiastic marketing and the breathless headlines. As service providers in the legal industry, we feel it is incumbent upon us to resist the hype and thoroughly test any new technology before promoting it to our clients or turning it loose upon their data.

To that end, Consilio has spent the past year engaged in an active pilot program, testing a variety of Gen AI models in a variety of contexts with a variety of clients. Recently, in one of our monthly series of public educational webinars, we took the unprecedented step of pulling back the curtain on this pilot program to share some sample projects and the lessons we’ve learned from them.

We share this information out of our desires to provide education to practitioners and to contribute to the legal industry’s ongoing efforts to develop best practices for leveraging these powerful new tools.

In this Whitepaper

  • Consilio’s AI pilot program
  • Details of three sample projects
  • Lessons learned so far

Key Insights

  • The dramatic impact of fine-tuning prompts
  • Why document length and order matter
  • How Gen AI can outperform human review

Fill out the form below to download the complete insight.

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