shadow pilot
Evaluate getax on matters you have already closed.
A shadow pilot runs on files your firm has already closed, so every draft can be scored against an answer your reviewers already reached. No client is involved, and the drafts stay in your firm's workspace.
Why shadow mode
- A closed matter has a known answer, so a draft can be marked right or wrong instead of merely plausible.
- Nothing reaches a client: your staff enter the facts from the file, and the draft, the evidence and the PDF stay inside your workspace.
- The workspace runs under the same approved-jurisdiction controls as production, and everything entered is erased on request when the pilot ends.
How it runs
- Name two or three jurisdictions you actually work in. Before anything else, getax sends a written coverage note: the category depth, the last validation date and the known gaps for each.
- Choose twenty or more completed matters whose answer your firm already reached.
- Agree the data-processing agreement, the subprocessor list and the written security pack before any file is entered.
- Your staff enter each matter as a client would, in the intake questionnaire. No client is contacted.
- Your reviewers score each draft on four axes: factual accuracy, applicability to the disclosed facts, material omissions, and whether every load-bearing statement resolves to its source.
- Count the correction time first, then the time saved after correction.
- Hold a go/no-go with your risk partner, your DPO and your information-security lead. Every question is answered in writing before that meeting.
What you get
- The written coverage note for your jurisdictions.
- A workspace on your firm's own subdomain, limited to the jurisdictions approved for the pilot.
- For every matter: the drafted position with numbered citations, evidence cards, the sources index and the attestation line, as a report link and as a PDF carrying your firm's name.
- The reviewer console: the evidence behind any sentence, instruction-driven regeneration with every version kept, and internal review notes that never enter the PDF.
- The written procurement and security pack, classified item by item: available today, pilot, contractual, planned, not available.
What we need from you
- The jurisdictions, and which of them matter most.
- Twenty or more closed files, with the answer your firm reached.
- Two reviewers and the hours they can give the scoring.
- A signed data-processing agreement, or your own questionnaire answered in writing.
- A date for the go/no-go.
Discuss a shadow pilot.
A 30-minute working session focused on your jurisdictions, existing workflow and evaluation requirements. Tell us which jurisdictions you work with. We’ll review the current coverage and known gaps before the meeting.
Security and procurement questions are answered in writing, with evidence, before a pilot begins. Security and governance.