Resource kit
Fix, Buy, Pilot or Leave It Alone
One decision sheet for comparing four valid choices using the same evidence. Do not choose until the workflow, five current numbers, person responsible and sign-off roles are written down - the Contract-Workflow Baseline Kit (/resources/contract-workflow-baseline-kit/) is the fastest way to get there.
Operational guidance, not legal advice. No confidential information is needed. Download the original PDF decision sheet (original ClickoAI edition, v2, 15 August 2026).
The four choices
| Choice | Use it when | Evidence required | Failure condition |
|---|---|---|---|
| Fix the process | The burden sits in intake, allocation, templates, queues or supervision | How the work happens today and the five current numbers | The process change does not move the agreed measure |
| Buy a tool | An existing product fits the work and passes written commercial, data and review questions | Comparable total cost, terms and acceptance criteria | The offer cannot meet a must-have control or evidence threshold |
| Run a small supervised pilot | The case looks useful but still needs controlled evidence | Fixed evaluation set, named reviewers and pass or fail thresholds | A threshold fails or checking removes the gain |
| Leave it alone | The numbers do not justify attention now | Written reason and a condition for reconsidering | New evidence meets that condition |
Decision worksheet
| Question | Your record |
|---|---|
| What one workflow are we deciding about? | |
| Which five current numbers are confirmed? | |
| Who is responsible for the work? | |
| Which roles sign off process, data, risk and spend? | |
| Which choice has the strongest evidence today? | |
| What must be true for us to choose another option? | |
| What would make us stop? |
Supplier comparison
Use the same questions for every supplier and for the internal process option. The full question set for vendor data security is at /insights/legal-ai-vendor-data-security-questions/, and the evaluation method at /insights/how-to-evaluate-a-legal-ai-tool/.
| Question | Supplier A | Supplier B | Internal process |
|---|---|---|---|
| Full first-year cost | |||
| Data location, access and retention | |||
| How uncertainty and sources are shown | |||
| Required human review time | |||
| Pilot measure and stop condition | |||
| Exit terms and data retrieval |
A documented decision to leave the workflow alone is useful. It preserves the evidence and the condition that would reopen the question.
Decision record
| Chosen choice | Reason | Person responsible | Review date |
|---|
Use with your firm's compliance, risk, finance and technology leads. If you want the decision facilitated with the measurement done for you, the Workflow Value Workshop is GBP 2,500 fixed - one workflow, one half-day, one written decision (/workshop/), preceded by a 20-minute fit call (/fit-call/).
MARGO LEGAL LTD, company number 17322603. Registered in England and Wales. Registered office: 66 Paul Street, London, England, EC2A 4NA. Originally published as a PDF (version 2, 15 August 2026); converted to HTML 15 September 2026.