Controlled pilot planning

Evaluate the operations layer before expanding the workflow.

This plan gives reviewers a measured path from public demonstration to limited pilot review. It keeps the scope narrow, the records fictional until approved, the measures aggregate, and the human review safeguards visible.

Open readiness gatesOpen scorecard
Pilot posture: measure queue visibility, correction loops, scheduling gaps, service/proof exceptions, and packet readiness. Do not claim legal outcome changes from a demonstration.
Pilot sequence
Four stages, each with a clear control point.
1Scope the review lane

Select one court unit, filing type, user set, record class, reporting boundary, and support owner.

2Baseline the work

Capture current aggregate counts for first touch, corrections, service/proof gaps, slotting, packet readiness, and age bands.

3Run the workflow

Move reviewed filings through intake, correction, scheduling, service/proof, packet readiness, and decision-ready handoff.

4Review the decision gates

Decide whether to hold, revise, or expand based on agreed measures, safeguards, support observations, and readiness gates.

Interactive pilot stage
Select a stage to see the control point.
Scope the review lane

Confirm the court unit, filing lane, record classes, user roles, reporting boundary, and support process before measuring anything.

Control point: written scope and public reporting boundary.

Measures
Use aggregate operational measures, not case-level exposure.
Work areaWhat the pilot measuresWhy it matters
Intake first touchTime from received packet to first clerk reviewShows whether new filings are sitting unseen.
Deficiency turnaroundReturned items, corrected items, abandoned corrections, duplicate suppressionShows where rework is accumulating.
SchedulingItems awaiting slotting, collisions, rescheduled matters, at-risk hearingsShows whether packets are ready when calendar time is available.
Service and proofScheduled matters missing service status or proof recordsShows what blocks movement after filing review.
Packet readinessReviewed packets, missing attachments, ready-for-review packets, decision-ready handoffShows whether the work is organized before chambers review.
Public reportingAggregate counts, age bands, trend movement, and readiness gatesKeeps the public view focused on system performance rather than protected case detail.
Safeguards
Keep the pilot narrow, human-reviewed, and public-safe.
Human review remains required

Information can be organized for review, but reviewed status controls whether the packet can move forward.

Role-specific visibility

Public, clerk, judge, prosecutor, defender, leadership, and public-performance views stay separated by purpose.

Aggregate public metrics

Public reporting shows system performance, not protected case content.

Correction history

Deficiencies, corrections, and reviewed status remain visible so rework can be measured honestly.

Readiness gates

Configuration, policy, training, support, privacy, and data-handling gates must be cleared before expansion.

Measured limits

The pilot evaluates operational visibility and workflow movement; it does not promise legal outcomes.

Decision gate checklist
Use these gates before moving from demonstration review to pilot planning.
0 of 6 pilot gates checked.
Next step
Move from the plan into readiness review.

After the controlled pilot plan is reviewed, the implementation readiness page turns the plan into concrete scope, role, record, metric, and public-reporting gates.