CASE STUDY CANVAS

Organization

Case Study Canvas with respect to (requesting client):

Contact

Date

MonthDayYear

1. Use-case Name. What is the best available shorthand for referring to the use case? [ANNOTATION]

2. Deployment Date. When was the use case first rolled out? [ANNOTATION]

3. Updates. When was the last material upgrade or update? [ANNOTATION]

4. Brief Description. Please provide a concise description (3-6 sentences) of the use case. [ANNOTATION]

5. Operation. Where in the workflow (e.g., stage of matter) does the use case operate? Which concrete tasks are being automated or augmented? [ANNOTATION]

6. Objective(s). Which objectives does this use case advance? (check all that apply) [ANNOTATION]

7. Impact on Objective(s). Please explain how the use case advances the objective(s) checked directly above. Where possible include specific examples or directional metrics (e.g. throughput turnaround time predictability scores). [ANNOTATION]

8. Client Value. What specific and visible value does this initiative deliver to clients? What about this use case should influence their commercial decisions (e.g., work allocation, fee structures) or deliver demonstrable benefits (e.g., measurable savings, tangible improvements)? [ANNOTATION]

9. Commercial Impact. What has been the commercial impact of this use case? Please describe how it has changed your client relationships (e.g. generated new work reduced costs altered fee models). Where possible include specific examples or directional metrics (e.g. % cost reduction new matter types volume of work retained). [ANNOTATION]

10. Matters. Which matter types does this use case primarily apply to (e.g. general M&A litigation compliance IP)? Please specify practice areas or categories not client names. [ANNOTATION]

11. Users. Who are the primary users (e.g. associates partners paralegals project managers technical staff clients)? Please specify roles or functions not individuals. [ANNOTATION]

12. Adoption Metrics. What are your best available adoption indicators? Please include quantitative metrics where possible (e.g. % of matters covered # of active users frequency of use) and qualitative signals (e.g. user feedback repeat usage). [ANNOTATION]

13. Target. What would an optimal adoption footprint look like (e.g. proportion of matters user penetration business units)? What specific actions are you taking to drive adoption toward that goal? [ANNOTATION]

14. Models. Which GenAI models does this use case rely on (e.g. GPT-5 Gemini Claude Llama)? Please specify version(s) if relevant. [ANNOTATION]

15. Buy. Which commercially available tools are part of the stack (e.g. Legora Harvey CoCounsel MS Copilot)? Please list primary tools and their function in this use case. [ANNOTATION]

16. Build. Which components have you built configured or customized (e.g. connectors fine-tuning UI)? Why was this approach chosen instead of using off-the-shelf solutions? [ANNOTATION]

17. Data Sources. Which data sources (e.g. DMS matter management precedent libraries) are required for this use case? What steps were taken to prepare or clean data to achieve AI readiness? [ANNOTATION]

18. Selection. How did you evaluate and select models tools and integrations for this use case? What criteria (e.g. accuracy cost security vendor reputation) were most decisive? [ANNOTATION]

19. Evaluation. How did you test full-stack performance before rollout (e.g. pilots benchmarks client feedback)? What factors (e.g. accuracy efficiency user adoption) ultimately drove your decision to proceed? [ANNOTATION]

20. Opt-in/Opt-out. Do you offer clients the ability to opt-in or opt-out of these GenAI-enabled services? If yes, please describe when and how you present these options: [ANNOTATION]

21. Accuracy. What accuracy threshold do you consider acceptable for this use case? How do you measure it (e.g. benchmarks user validation error rates) and what safeguards (e.g. human-in-the-loop escalation protocols) ensure it is consistently achieved? [ANNOTATION]

22. Ethical Use. What practices or guidelines did you adopt to ensure ethical and responsible use of AI in this project (e.g. bias testing transparency measures restrictions on sensitive data use)? [ANNOTATION]

23. Controls. What technical or organizational controls are in place to address risks such as data segregation model privacy auditability and bias mitigation? [ANNOTATION]

24. Road Map. What enhancements or next steps are planned for this use case, and on what timeline (e.g., 3-6 months, 12 months, 24+ months)? Please include both technical improvements and adoption/rollout milestones. [ANNOTATION]

25. Lessons Learned. What are the most important lessons learned from this use case so farwhether technical strategic cultural or commercial? [ANNOTATION]

26. [optional] Anything else? This optional catch-all question leaves space forbut does not requireinformation, observations, or opinions not elicited above that you consider important to share re your organizations usage of GenAI to deliver legal services. [ANNOTATION]

27. Areas of Law [ANNOTATION]

28. Areas of Application [ANNOTATION]

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STRATEGIC RATIONALE & IMPACT

USERS & ADOPTION

TOOLING & EVALUATION

RISK CONTROLS & ETHICAL USE

LOOKING BACK & AHEAD

TAGS (check all that apply)