What it is
A reviewer checklist to complete before AI-assisted work goes into a file or to a client.
A blank working form with [bracketed placeholders] for client, period and sign-off. Adapt it to your firm’s methodology; sample sizes and thresholds are your own decisions.
When to use it
- Before AI-assisted work goes into an engagement file or to a client.
- As a quality management response for firms that let staff use AI tools.
What’s inside
- Tool, version and data approval
- Figures, citations and calculations checked
- Reviewer conclusion and logging
Standard cited
This template follows Firm quality management. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
Is this template tied to a specific methodology?
No. It is a neutral working form. Replace the headings and columns with your firm’s methodology where they differ, and set sample sizes and thresholds under that methodology.
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Last updated 11/04/2026. All free templates.