Service 03 / Tools
Tools selection, setup and configuration
Service 03 / Tools
Tools selection, setup and configuration
Buying the license is the easy part. Configuration is where value is won or lost.
The legal AI market is evolving rapidly. Konexo runs vendor-neutral selection across legal-specific tools such as Harvey, Legora, WordSmith and CLM platforms alongside enterprise AI tools like Microsoft Copilot, Studio, Claude, Gemini, GPT and others. We then do the work most vendors leave to you — configuration, prompt libraries, custom workflows, integrations with your systems and pilots designed to deliver value.
What we do
Activities and focus areas

01
Requirements and Market Scan
We define what you need before looking at what exists. Requirements are written against your prioritized use cases, then tested against a market that changes every week — including specialist tools most shortlists never reach.
> requirements definition by use case > market scan and longlist > product fit and roadmap assessment > commercial and licensing landscape

02
Structured Evaluation and Selection
We have developed an evaluation framework, underpinned by your own documents and matters where appropriate. It enables you to evaluate tools and use cases rigorously, score them consistently and provide a robust foundation for the commercial negotiations that follow.
> scored evaluation framework > scripted demonstrations on your own content > proof of concept design and assessment > commercial and contractual negotiation support

03
Configuration and Environment Setup
We configure the environment your team will actually work in including permissions, roles, data scoping and workspace structure so the tool reflects how your function is organized.
> tenant, security and permissions configuration > role and access model design > data source connection and scoping > workspace and matter structure

04
Prompt Libraries and Workflow Design
We build role- and use case-specific prompt libraries, configure custom workflows and agents, and set the quality standards and version control that stop a library degrading within a month.
> role-specific prompt libraries > custom workflow and agent configuration > output quality checks and standards > version control and maintenance model

05
Integration and Interoperability
We integrate with the document, contract and matter systems your team already lives in, and align identity, logging and data residency so security and audit are satisfied before go-live rather than after.
> document management system integration > contract, matter management and intake connections > identity, security and logging alignment > data flow and residency review

06
Pilot Design and Scale Decision
We design pilots with a defined cohort, a baseline and explicit success measures, then make an evidenced recommendation to scale, reconfigure or stop.
> pilot scope, cohort and success measures > baseline capture and comparison > structured feedback and issue triage > scale, reconfigure or stop recommendation
Deliverables
What you walk away with: a configured stack, not a license

01
Requirements and Evaluation Framework
Scored criteria written against your use cases, ready to reuse as the market and your needs change.

02
Vendor Recommendation
An evidenced selection, with the vendor’s functional fit, capabilities, licensing model and ability to evolve with the market clearly set out.

03
Configured Environment
A working environment with roles, permissions, data scoping and structure set up for your function.

04
Prompt and Workflow Library
Role and use case-specific prompts, configured workflows and agents, with quality standards and a maintenance model.

05
Integration Map and Build
Connections into your document, contract and matter systems, with identity, logging and residency handled.

06
Pilot Report and Scale Decision
Baseline, results and a clear recommendation on whether to scale, reconfigure or stop.
Examples
From our practice

Challenger Bank
AI-Driven Contracting Transformation and CLM Digitization
Konexo supported a challenger bank in modernizing its contracting processes by implementing a CLM platform with embedded AI capabilities, including metadata extraction, automated workflows and contract analytics. The solution replaced manual, email-based processes and introduced AI-supported lifecycle management, improving governance and visibility across approximately 4,500 contracts.

Global FinTech
AI-Enabled Contract Analysis and Insights
As part of a broader contract and matter management transformation, Konexo implemented AI contract analysis capabilities to enable automated extraction of insights from a large contract portfolio. This allowed the legal team to move from manual review to data-driven analysis and reporting, improving visibility into obligations and risks across thousands of agreements.

Multiple Clients
AI-Enabled Knowledge Management and Search
Konexo developed solutions leveraging generative AI and search tools to enable users to locate legal knowledge, retrieve contract provisions and generate documents based on existing data. These capabilities were integrated into knowledge management systems to improve reuse of legal content and reduce reliance on manual research.

Konexo UK, a Division of Eversheds Sutherland (International) LLP. All rights reserved.
Konexo is the name and brand under which the Konexo Entities provide legal or other services to clients around the world. Please be aware that not all services are available from all of the Konexo Entities. For more information on the Konexo Entities, the services they provide and their relationship with Eversheds Sutherland, a global provider of legal services.
The use of the name Konexo is for description purposes only and does not imply that the Konexo Entities are collectively in a single partnership or are part of a global LLP. The responsibility for the provision of services to the client is defined in the terms of engagement between the instructed firm and the client.
US ATTORNEY ADVERTISING DISCLAIMER – Prior results do not guarantee a similar outcome.

Konexo UK, a Division of Eversheds Sutherland (International) LLP. All rights reserved.
Konexo is the name and brand under which the Konexo Entities provide legal or other services to clients around the world. Please be aware that not all services are available from all of the Konexo Entities. For more information on the Konexo Entities, the services they provide and their relationship with Eversheds Sutherland, a global provider of legal services.
The use of the name Konexo is for description purposes only and does not imply that the Konexo Entities are collectively in a single partnership or are part of a global LLP. The responsibility for the provision of services to the client is defined in the terms of engagement between the instructed firm and the client.
US ATTORNEY ADVERTISING DISCLAIMER – Prior results do not guarantee a similar outcome.

