We've defined what AI agents are, what they can do, how they work, and how to keep them safe. Now comes the most practical question of all: how do you actually get started?

This final post is your roadmap for taking Lexi from proof of concept to a fully embedded team member—without the tech headaches or cultural resistance.

1. Choose the Right Use Case

Start with a high-impact, low-risk task. Good examples include:

• Internal knowledge retrieval
• Client intake triage
• Drafting first-pass memos or checklists
• Organizing and summarizing discovery materials

These tasks are repetitive, time-consuming, and relatively insulated from direct client risk.

2. Assemble a Cross-Functional Team

Successful deployments don't just involve IT. You'll want:

• A practicing attorney (to validate legal output)
• A legal operations lead (to streamline workflows)
• IT or innovation staff (for technical implementation)
• A project sponsor (to remove obstacles and champion change)

Lexi thrives when legal knowledge meets operational fluency.

3. Define Success Metrics

What does "success" look like? It could be:

• Time saved on routine tasks
• Faster turnaround for intake or research
• Improved knowledge access
• Reduced task-switching for lawyers

Quantify your baseline and track improvements over 30, 60, and 90 days.

4. Pilot, Then Scale

Start with a small group of users, ideally within one practice group or function. Use this phase to:

• Gather feedback on usability and accuracy
• Identify gaps in training or integration
• Adjust permissions, interfaces, or prompts

Once Lexi earns trust, expand into adjacent workflows.

5. Normalize the Agent as a Team Member

Treat Lexi not as a gadget, but as a colleague. That means:

• Giving Lexi a defined role (e.g., "knowledge retriever")
• Naming her in processes or SOPs
• Training new hires on how to use Lexi

The more Lexi is integrated into your culture, the more value she delivers.

The Legal Tech Journey Isn't Linear—But It's Worth It

Bringing AI into legal workflows doesn't require perfection. It requires intention, alignment, and iteration. The firms that see the most return aren't necessarily the biggest—they're the boldest.

With Lexi on your team, your firm isn't just getting faster. It's becoming smarter, more agile, and better prepared for the future of legal work.

And that's a future worth building.