Paste a record of where your team used AI tools: date, tool, task, class of data, who reviewed the output and what happened to it. The tool builds a tidy register you can print or take to Excel, and shows the entries that have no reviewer or no outcome.
Paste from Excel or CSV. Use the data class names your firm uses. Do not paste client data itself, only a description of what the tool was used for.
This is a record-keeping aid. The AI policy of your firm, client confidentiality terms and data protection duties decide what may be used and by whom. Check the current rules.
| Tool | Entries |
|---|---|
| Drafting assistant | 2 |
| Spreadsheet assistant | 2 |
| Transcription tool | 1 |
| Research assistant | 1 |
| Data class | Entries |
|---|---|
| Client financial | 2 |
| Public | 2 |
| Confidential | 1 |
| Personal data | 1 |
| Row | Tool | Data class | Follow-up |
|---|---|---|---|
| 3 | Spreadsheet assistant | Client financial | No reviewer recorded on a sensitive data class |
| 6 | Spreadsheet assistant | Client financial | No outcome recorded |
| 7 | Research assistant | Public | No reviewer recorded |
Firms are being asked by clients, peer reviewers and their own quality systems how AI tools are used and who checks the output. A simple log answers that. It records the tool, the task, the class of data involved, who reviewed the result and what was done with it. Entries with sensitive data and no reviewer are the ones to fix first.
Each pasted line is one use of an AI tool. The tool reads the date, tool name, task, data class, reviewer and outcome by header name.
You list the data classes that need a reviewer. Entries in those classes with no reviewer are marked, and any entry with no outcome or no data class is marked too.
Counts are shown by tool and by data class. You can print the log with a sign-off line or download the Excel file.
A spreadsheet assistant was used to draft commentary on client financial data and nobody is named as reviewer.
