Most delays in legal tech pilots are not technical. They are organisational:
This guide is designed to help you avoid those delays and start generating value from day one.
Before anything else, identify two people: the person who has authority to make decisions about the programme — budget, scope, go/no-go — and the person who will be the day-to-day point of contact with the BeSavvy team.
These can be the same person, but in larger firms they often are not. The decision maker is typically a Training Partner, Head of L&D, or Knowledge Manager. The day-to-day lead is usually someone with time to engage actively — an L&D professional or a practice group coordinator.
Without a clear lead, decisions drift. With one, the programme moves.
Simulations are only as good as the source material they are built from. If your firm already has training materials — precedents, know-how notes, internal guides, past training presentations — these can often be converted into simulation content directly.
If that material is not yet collected, start now. Legal teams are busy, and even gathering basic content takes longer than expected once diary coordination and sign-off are involved.
To make the collection process easier for your legal teams, share this guide with them: How to collect materials for effective simulation training.
There are two ways to get your first simulations built, and the right choice depends on how much control and flexibility you want.
We run our Train the Trainer programme — three sessions over three weeks — so your L&D and legal professionals can build and manage simulations themselves. Full details here.
Many firms start with the first option to generate early momentum, then move to independent building as their team develops confidence with the platform.
Do not try to run a pilot for everyone at once. Pick a focused group and do it well.
Three reasons:
A focused pilot also makes it easier to demonstrate impact to leadership when the time comes to expand the programme.
Decide in advance what you are trying to measure. A simulation programme that has no defined success criteria will always feel inconclusive — even if the results are strong.
BeSavvy tracks a wide range of performance metrics across simulations. Before your pilot launches, agree internally on which two or three of these will define success for your firm. Common choices include completion rates, improvement across repeat attempts, specific skill KPIs, and time-to-competency benchmarks.
Full details on the metrics BeSavvy captures can be found here: What BeSavvy measures and how to use the data.
If you are building for trainees or new joiners, you already have a date in mind: your next intake. Use it. A fixed deadline focuses content collection, build time, and sign-off in a way that an open-ended timeline does not.
If you are unsure how long simulation development takes for your specific use case, contact the BeSavvy team and we will give you a realistic estimate based on your content and scope. Also worth knowing: BeSavvy maintains a simulation library that can be used out of the box or adapted as templates, which can significantly reduce build time for common training topics. Ask the team about what is available for your practice areas.
This is the step most firms forget to start early enough. Configuring single sign-on through your identity provider — typically Microsoft Entra — sometimes requires IT involvement and can take longer than expected due to internal approval processes.
Raise it with your IT team in the first week, even if your launch date is months away. A delayed SSO setup is one of the most common reasons a pilot goes live later than planned.
On enterprise plans, we work in close ongoing communication with your team throughout the pilot and beyond. We are happy to connect via email, Slack, or WhatsApp — whatever fits how your team works.
The goal is to make sure you always have a direct line to the BeSavvy team: for questions, for build support, for reviewing outputs, and for problem-solving when something does not go as planned. Reach out at the start to establish the channel, not when you first need it.
The most successful pilots are focused ones. Resist the temptation to cover every practice area, every skill type, and every cohort in the first phase. Pick one audience, one or two skill areas, and a clear timeline. Do that well, measure it properly, and use those results to make the case for the next phase.