Practical planning considerations for this type of project. The scope and checks depend on the firm, its information and the systems involved.
Define the source collection
Choose the material that may be searched and identify its owner, version and access rules. Start with a bounded task and representative questions rather than assuming every document is suitable for every user or tool.
Keep the evidence with the answer
Design the working view so that a reviewer can inspect supporting passages and see where information is missing. Test whether the answer addresses the actual question, and keep additional research or unresolved issues visible.
Assign responsibility for review
Set an explicit review step before the output is relied on or shared. Evaluate the proposed tool, contracts and configuration against the information involved, and test access boundaries as part of the pilot.