Who it’s for
For lawyers and colleagues responsible for assessing a provider before client material is used in a proposed workflow.
Back to Templates & Checklists
Templates & Checklists
Ask specific questions about a proposed legal AI use and keep the answers reviewable. The editable Word questionnaire and matching PDF cover the proposed use, supplied evidence, findings, open items and decision record.
Want an easier way to manage complex matters?
What’s inside
Vendor questionnaire
Describe the proposed use, request evidence and record a bounded decision.
docx / pdf
Using this kit
When to use it
Use it while evaluating a provider or revisiting an earlier approval after a relevant change. Start with the proposed task, data and users rather than a general assurance about AI.
How to use it
Define the proposed use and request evidence for each relevant answer. Record the reviewer finding, owner and checkpoint for open items. Document the actual decision and any conditions, then retain the evidence with the review.
Scope and review
The questionnaire does not certify a provider or establish that client data may be uploaded. Applicable duties and firm approval remain separate. Use the guide for the questions' context and source references.
Follow the workflow
Use the full guide alongside the downloaded files.