Before evidence is reviewed
The proposal describes a 300-user rollout, but access protection and reliable lawyer review are unproven. The unrestricted rollout stays on hold.
AI governance learning library
Worked example · 19 lessons
Wattlebridge Legal
Follow Elspeth Venn, the managing partner as the team turns one AI proposal into accountable, reviewable work.
- Business challenge
- Lawyers reconcile correspondence and matter documents to prepare internal updates. A confident draft can include an unintended source or a wrong date.
- Proposed use
- Prepare an internal matter update for lawyer review using Copilot and approved matter sources.
- Operating boundary
- One internal drafting task only. Lawyers check every source, date and action before circulation. Client advice, court filings, autonomous decisions and an unrestricted 300-user rollout are outside the approved boundary.
Decision reached in this example
Do not proceed with the unrestricted rollout until matter access, file protection and lawyer source checking have closure evidence. This decision does not approve a pilot.
Evidence in context
One held draft makes two separate gaps visible.
After evidence is reviewed
Supplied findings describe an unintended WB-M02 settlement source available through AllMatterSupport and an incorrect 16 October date where WB-M01 says 15 October 2026. They support specific remediation, without verifying a Microsoft tenant or approving rollout.
The complete journey
Choose from all 19 lessons.
Start at lesson 1 and use the next links for the full sequence, or go straight to the task you need. Each topic appears once on this page.
4 lessons
Start
Set up the workspace, understand the end-to-end journey and learn how worked examples and assessment allowances operate.
Lesson 1 · 6 minutes
Set up your organisation workspace
Set up the organisation workspace, roles and a safe starting point.
Open lesson 1Lesson 2 · 7 minutes
See the complete governance journey
Understand how governance work stays connected from idea to review.
Open lesson 2Lesson 18 · 4 minutes
Understand assessment allowance and support
Understand the free assessment, attempts and support path.
Open lesson 18Lesson 19 · 4 minutes
Manage worked examples
Keep, remove and restore samples without confusing them with customer work.
Open lesson 193 lessons
Policy and register
Create a controlled AI policy, keep the AI Register current and connect the six Essential AI Practices to real work.
Lesson 3 · 6 minutes
Create the shared AI record
Separate an AI system from each organisational use of it.
Open lesson 3Lesson 5 · 6 minutes
Create and apply an AI policy
Create, adopt, version and apply one controlled organisation policy.
Open lesson 5Lesson 6 · 6 minutes
Use the six Essential AI Practices
Connect the six practices to the right guidance depth and real work.
Open lesson 64 lessons
Prepare
Screen the idea, map the current process, test a difficult scenario and examine data and supplier claims.
Lesson 4 · 6 minutes
Screen and prepare the use case
Use seven questions to identify preparation work without producing approval.
Open lesson 4Lesson 7 · 6 minutes
Explore an AI opportunity
Understand current work before deciding whether AI is appropriate.
Open lesson 7Lesson 9 · 5 minutes
Test a difficult scenario
Practise an AI failure and preserve the follow-up.
Open lesson 9Lesson 10 · 6 minutes
Check data and suppliers
Separate information quality, supplier claims and reviewed evidence.
Open lesson 102 lessons
People and access
Prepare affected people, separate responsibilities and keep work owned when access changes.
Lesson 8 · 5 minutes
Prepare the team
Prepare affected people and assign capability or communication actions.
Open lesson 8Lesson 13 · 5 minutes
Manage people and access
Manage administrators, contributors, reviewers and removal impact.
Open lesson 136 lessons
Assess and decide
Choose the assessment basis, read each report, record an accountable decision and manage evidence, actions and review.
Lesson 11 · 7 minutes
Assess the use case
Complete the assessment and preserve its exact basis.
Open lesson 11Lesson 12 · 6 minutes
Manage decisions and follow-up
Record the decision, conditions, actions and review trigger.
Open lesson 12Lesson 14 · 5 minutes
Prepare an assessment
Confirm scope, evidence choices and readiness before using an assessment attempt.
Open lesson 14Lesson 15 · 6 minutes
Read assessment results
Read the scorecard and five report views without treating them as approval.
Open lesson 15Lesson 16 · 5 minutes
Record a governance decision
Record the basis, boundary, conditions and accountable owner.
Open lesson 16Lesson 17 · 6 minutes
Provide and review evidence
Explain what each evidence file supports and what it cannot prove.
Open lesson 17