AI Workflow Pilots

Turn One Costly Workflow Into a Measurable AI Win

Bigado helps law firms and healthcare practices identify where inquiries, appointments, staff time, or revenue are being lost—then deploys one controlled, human-supervised AI workflow around a measurable business outcome.

We start with the problem, not the platform.

  • One workflow at a time
  • Human approvals built in
  • Designed around current systems
  • Measured before expansion

Strategy before software. Diagnosis before implementation. Evidence before expansion.

AI Workflow Pilot — Readiness Snapshot

Workflow selected1
Pilot window30 days
Primary success metric1
Standard integrationsUp to 2
Human approvalRequired
Sensitive-data accessRestricted
Knowledge sourcesClient approved
Success reviewScheduled

Illustrative pilot configuration — these are pilot specifications, not achieved client results.

A Practical 4-Step Process

From AI Confusion to an Evidence-Based Decision

1

Clarify

Understand realistic capabilities and limitations.

2

Diagnose

Map the workflow, systems, business leak, and baseline.

3

Pilot

Deploy one bounded workflow with testing and oversight.

4

Measure

Compare results and decide whether to scale, refine, contain, or stop.

Start With the Outcome

Where Could a Controlled AI Workflow Help?

Legal Lead-to-Consult Pilot

Help firms respond faster, collect approved intake information, schedule consultations, reduce no-shows, and improve source tracking.

Healthcare Patient Access Pilot

Help practices respond to administrative inquiries, route requests, support scheduling, send reminders, and recover missed appointments.

Internal Knowledge Copilot

Help authorized staff find approved SOPs, policies, templates, training information, and internal answers with source references.

Engagement Options

Choose the Smallest Step That Creates Evidence

AI Workflow Opportunity Review

$297 one time
  • 45–60 minute strategy session
  • Workflow review
  • Existing-system inventory
  • Three ranked opportunities
  • Agent-versus-automation recommendation
  • Risk and permission map
  • Baseline success metric
  • Written pilot roadmap
Start My Review

Apply the $297 toward an approved pilot started within 30 days.

Most Popular

Controlled Workflow Pilot

$4,997 launch price
  • One defined workflow
  • One primary success metric
  • Up to two standard integrations
  • Approved knowledge configuration
  • Human approval and escalation rules
  • Testing and red-team scenarios
  • Staff walkthrough
  • KPI baseline
  • 30-day monitoring
  • Final results review
Scope My Pilot

Managed AI Operations

From $2,000/month
  • Workflow monitoring
  • Failed-task review
  • Knowledge updates
  • Permission management
  • Prompt and process refinement
  • Monthly KPI reporting
  • Staff adoption support
  • Quarterly risk review
Discuss Managed Operations

Every Pilot Has a Defined Job, Boundary, and Measure

Workflow map

The exact path a task follows, start to finish, is documented before anything is built.

Baseline and target

A current baseline and a clear target define what success looks like in advance.

Approved knowledge

The AI only draws on knowledge sources you have reviewed and approved.

Permissions and handoffs

Access is scoped, and clear handoff points route work to the right person.

Testing and safeguards

Scenarios and safeguards are tested before the workflow handles live tasks.

Results review

A scheduled review compares results to baseline and decides the next step.

Healthcare Patient Access Pilot

Improve Patient Access Without Delegating Clinical Judgment

New patient inquiry
Immediate acknowledgement
Service and location routing
Approved administrative FAQs
Appointment request
Staff confirmation
Reminders and rescheduling
Missed-appointment recovery
Approved system update
Staff escalation
Human-controlled at all times: diagnosis, clinical advice, emergency assessment, treatment recommendations, medication decisions, and final care decisions are never made by the AI. The workflow supports administrative access only.
Capabilities

The Bigado Capability Library

Intake and engagement

Acknowledge, qualify, route, and schedule inbound inquiries.

Knowledge and policy

Surface approved SOPs, policies, and answers with sources.

Documents and communication

Draft, template, and prepare approved communications.

Operations and workflow

Coordinate steps, updates, reminders, and handoffs.

The number of underlying agents is an architecture decision—not the product the client purchases.

Why Bigado

Bigado Does Not Begin With a Platform Recommendation

Before recommending any tool, Bigado first identifies:

  • The business problem
  • The cost of the problem
  • Available systems
  • Required information and permissions
  • Human decision points
  • Success measures
  • Failure procedures
The right recommendation may be an AI agent, a custom GPT, workflow automation, better use of existing software—or no new technology at all.
Safety and Governance

Human-Supervised by Default

Least-privilege access

Systems and data are accessed only where a task truly requires it.

Human approval

Defined decisions require a person to review and approve before action.

Approved knowledge

Responses are grounded in sources the client has reviewed and approved.

Data minimization

Only the information needed for the task is collected or retained.

Failure handling

Clear procedures define what happens when a task cannot be completed.

Change control

Updates to prompts, permissions, and knowledge are reviewed and tracked.

Questions

Frequently Asked

Is this just a custom GPT?

Not necessarily. A custom GPT may be one possible tool, but a pilot starts from a business problem, not a product. Depending on the diagnosis, the right solution may be an AI agent, workflow automation, a custom GPT, better use of existing software—or no new technology. The deliverable is a measured outcome, not a specific tool.

Do we need new software?

Often not. Pilots are designed around your current systems, and the recommendation may be to make better use of what you already have rather than add new software.

Will the pilot replace employees?

No. Pilots are human-supervised, with approvals and escalation built in. They are designed to reduce repetitive load and support your staff—not to replace the people who make decisions.

How quickly can a pilot launch?

Timing depends on the workflow, the integrations involved, and your approvals. Pilots are intentionally scoped to a defined 30-day measurement window so results can be evaluated on a clear timeline.

Can the legal pilot provide legal advice?

No. The legal pilot handles administrative and intake tasks only. Conflict determinations, legal advice, matter acceptance, and engagement decisions remain human-controlled.

Can the healthcare pilot provide medical advice?

No. The healthcare pilot supports administrative patient access only. Diagnosis, clinical advice, emergency assessment, treatment, and medication decisions remain human-controlled.

How is sensitive information handled?

Through least-privilege access, restricted sensitive-data access, approved knowledge sources, data minimization, and required human approval for defined actions. Access is scoped to what each task needs.

How do we know whether the pilot worked?

Each pilot defines a baseline and a single primary success metric before launch, measures it across the 30-day window, and closes with a results review to decide whether to scale, refine, contain, or stop.

What happens if AI is not the right answer?

You still receive value. The Opportunity Review produces a roadmap even when the recommendation is automation, better use of existing tools, or no new technology at all.

Who owns our materials?

You do. Your content, documents, and approved knowledge sources remain yours throughout the engagement.

Find the Best Place to Begin—Before You Buy More AI

Your AI Workflow Opportunity Review identifies where inquiries, appointments, staff time, or revenue may be getting lost and recommends the smallest practical solution.

You receive a useful roadmap even when the recommendation is not to deploy an AI agent.

Apply the review fee toward an approved pilot started within 30 days.