What might a first pilot look like for a professional services onboarding workflow?

An evaluation lead at an advisory firm wants to test an agent that sets up new client engagements after a partner approves a proposal. The relevant steps are conflict check, engagement letter, billing arrangement and workspace creation.

**Step 1: sample review**

The lead asks for a small sample covering twelve cases across clean, conflicted and amended-scope situations. A practitioner from the practice operations team reads it and flags that engagement letters in their firm are issued before the billing arrangement, not after. The ordering rule is corrected in the policy file.

**Step 2: run and grade**

The team runs its agent on the sample using the supplied expected states. Results show that the agent skips the conflict check when the client name matches an existing party exactly. This is a failure the team had not tested for.

**Step 3: decision**

The team decides to request a larger task pack focused on conflict handling and amended proposals, with a simulated environment for resets.

**What it teaches**

- A small, reviewed sample is enough to surface both data errors and agent errors. - Practitioner review corrects ordering and terminology. - The generated material is synthetic, so the team also inspects grounding before widening scope. - Terms for the larger release are agreed separately.