FR-2026-0002

Brodies’ AI pilot: what law firms should measure

Brodies chose Legora after a three-month, 180-person pilot. Our proposed scorecard helps law firms test quality, review time and readiness before buying.

Analysis
1
September 29, 2026
1.0
Law
AI
Sina Tadayon
3
1
180
Colleagues involved in Brodies’ pilot, according to the firm.
Brodies announcement, 25 September 2026; linked in the record.
3 months
Brodies reports testing Legora with legal and business support colleagues before choosing it.
Evidence
The announcement does not publish a comparative dataset establishing time savings or return on investment.
Total time
Our proposed measure includes preparation, checking and rework, not just generation time.
Agree the buying decision and success criteria before the pilot starts. Keep results from easy and difficult tasks separate.
The Formal Record is published by Letro, which has a commercial interest in formal communication software. AI assisted the research and drafting.
1.0 | 29 Sep 2026 | First published.
brodies-ai-pilot-law-firm-evaluation

Brodies announced a partnership with Legora on 25 September after a three-month pilot involving 180 colleagues across legal and business support functions. The firm says its evaluation considered performance, security, governance and practical use. Brodies’ announcement describes positive feedback, including ease of use, but does not publish a comparative dataset of time savings, error rates or financial returns.

That distinction matters to a firm planning its own purchase. An announcement can establish that an organisation tested a product and decided to proceed. It cannot tell another buyer what result to expect on different work, with different staff and controls.

Start with the decision the pilot must support

Our proposed approach begins with one sentence: “At the end of this pilot, we will decide whether to use this tool for these tasks, with these reviewers and these limits.” Make the tasks specific enough that a result can change the decision.

For example, a fictional pilot might examine the preparation of a first summary from a defined set of documents. Agree in advance what an acceptable summary must contain, which omissions would make it unusable and who is qualified to judge it. Use material approved for the exercise.

Write down the existing process too. Without a comparison, a convincing demonstration may only show that the tool can perform the task, not that the new process is worth adopting.

Use four measures that survive scrutiny

The following scorecard is our recommendation, not Brodies’ disclosed methodology.

  1. Total task time. Include selecting and preparing the material, writing instructions, generating output, reviewing it and correcting it. Report training and administration separately so they do not disappear from the buying decision.
  2. Quality after review. Classify errors by consequence. A missing qualification that changes the meaning should not count the same as a formatting correction. Keep the reviewer’s reasons alongside the score.
  3. Completion without rescue. Record whether the intended user can finish the task using normal support. Distinguish a successful independent attempt from one completed by a specialist standing beside them.
  4. Retrievable evidence. Ask a second authorised reviewer to identify the source documents, generated version, corrections and person who approved the final output. Record any missing link.

A hypothetical task that takes ten minutes to generate and forty minutes to repair has taken at least fifty minutes. The comparison belongs against the full time and quality of the existing process. Generation speed alone would answer the wrong question.

Keep difficult cases in the result

Include incomplete inputs, conflicting documents and routine exceptions in the agreed sample. Keep the result for each kind of task visible. An average can conceal a useful tool for one activity and a poor fit for another.

Where practical, have reviewers score outputs without being told which process produced them. Record the limits of the comparison, including differences in experience or task difficulty. A small internal pilot can guide a purchase without pretending to be a scientific trial.

Make the exit decision explicit: proceed for the tested tasks, narrow the use, repeat a defined part of the exercise, or stop. Avoid an open-ended pilot that produces encouraging anecdotes but never resolves the purchase.

Test the handoff into client work

Before expanding use, follow one approved output into the place where a colleague or client receives it. Can the recipient distinguish a draft from an authorised answer? Can a later reviewer establish which source version supported it? Those are formal communication questions about authority and the record of an exchange.

The practical lesson we draw from the announcement is to demand decision-ready evidence from a pilot. For a smaller firm, the appropriate scale may be much smaller than Brodies’ reported programme. The useful output is a justified decision with clear limits, not a participation target.

For the supplier side of the same decision, see our walkthrough for testing data control using one fictional client file.

This record analyses Brodies’ own announcement, accessed on 29 September 2026. We have not inspected its pilot data or independently evaluated Legora. The scorecard and hypothetical time example are original editorial proposals, not measured results or statements about Brodies’ internal method.

Swiss investors: the AI–adviser trust gap
swiss-investors-ai-financial-adviser-trust
FR-2026-0006
Analysis
1
September 29, 2026
Finance
AI
A Swiss survey reports a narrow AI–adviser trust gap among Gen Z investors. The useful response is a clear way to check claims clients bring to their adviser.
3
1
February
The survey’s fieldwork month; the findings were published in September 2026.
IFZ/HSLU research article, 28 September 2026; linked in the record.
Snapshot
The reported age-group comparison does not establish a change in trust over time.
Sina Tadayon
FCA AML handover: can law firms retrieve the record?
fca-aml-supervision-law-firm-records
FR-2026-0005
Analysis
1
September 29, 2026
Law
Communication
The FCA plans to begin legal and accounting AML supervision in late 2028. A practical retrieval exercise can help firms examine their decision records.
4
1
Late 2028
When the FCA says it will begin taking on the additional AML supervision described in its speech.
FCA speech, 17 September 2026; linked in the record.
60,000
Entities across legal and accounting sectors in the FCA’s stated scope; not 60,000 law firms.
Sina Tadayon
FCA disclosures: delivery is not understanding
fca-investor-disclosures-client-understanding
FR-2026-0004
Analysis
1
September 29, 2026
Finance
Communication
Only 6% of 132 investment disclosures met the FCA’s plain-English readability assessment. Here is a practical way to test what a reader has understood.
3
1
6%
Of 132 documents met the FCA’s plain-English readability assessment; not a measure of investor comprehension.
FCA disclosure review, 2 July 2026; linked in the record.
Documents
The 6% result describes a text assessment, not the share of clients who understood an investment.
Sina Tadayon
Aquila’s Wecan choice: testing Swiss data control
aquila-swiss-data-control-procurement
FR-2026-0003
Analysis
1
September 29, 2026
Finance, Fiduciaries & trustees, Public sector
Communication
Aquila’s Wecan selection and a Swiss government software study raise a useful buying question: what can an institution demonstrate about control of its data?
3
1
One file
Our proposed procurement test: follow a fictional client file through processing, review and export.
Formal Record analysis; source announcements linked below.
Selection
Wecan announced Aquila’s choice following a competitive process; implementation was underway.
Sina Tadayon
Brodies’ AI pilot: what law firms should measure
brodies-ai-pilot-law-firm-evaluation
FR-2026-0002
Analysis
1
September 29, 2026
Law
AI
Brodies chose Legora after a three-month, 180-person pilot. Our proposed scorecard helps law firms test quality, review time and readiness before buying.
3
1
180
Colleagues involved in Brodies’ pilot, according to the firm.
Brodies announcement, 25 September 2026; linked in the record.
3 months
Brodies reports testing Legora with legal and business support colleagues before choosing it.
Sina Tadayon
SRA scam alerts: verifying client instructions
sra-scam-alerts-client-instruction-verification
FR-2026-0001
Analysis
1
September 29, 2026
Law
Verification
Fourteen SRA alerts in four days expose a practical question for law firms: can a client check who issued an instruction without trusting the message itself?
3
1
14
SRA alerts dated 22–25 September 2026; a publication count, not a count of victims.
SRA alert index; count and linked register in Method.
14
Alerts published over four days. This does not measure the frequency of fraud.
Sina Tadayon
1
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