Use before introducing an AI tool into a firm workflow. Policies, contracts, and data restrictions govern tool use.
| Done | Action | Owner or notes |
|---|---|---|
| Name the workflow problem and the person accountable for the outcome. | ||
| Identify the data the workflow would use and classify its sensitivity. | ||
| Check client contracts, firm policy, and applicable restrictions before entering data. | ||
| Select an approved tool and document account, access, and retention settings. | ||
| Define outputs the tool may draft and decisions it may not make. | ||
| Create a human review step for factual claims, calculations, citations, and tone. | ||
| Test with approved, low-risk material and compare output to known sources. | ||
| Tell users how to report errors, incidents, and unexpected disclosure. | ||
| Record the workflow, limitations, owner, review method, and recheck trigger. |
Educational information only, not engineering, legal, tax, or investment advice. Licensed PE judgment and applicable local codes govern project decisions. Calculators and planning frameworks provide estimates only.
Print or copy the relevant list, assign an owner, and record follow-up actions. These checklists help organize work; they do not certify readiness, suitability, safety, or compliance.
