AI-assisted client-work review checklist

• Define the engagement and AI task

  Evidence: Deliverable, client decision, permitted task and excluded actions

  Owner: Engagement lead

• Approve the environment and information

  Evidence: Approved tool, necessary access, permitted data use, provider and retention checks

  Owner: Engagement lead / designated technology or data owner

• Confirm facts and current authorities

  Evidence: Client evidence; source links; versions, dates and applicability checked

  Owner: Preparer / technical reviewer

• Verify calculations and material assumptions

  Evidence: Independent recalculation; traced inputs; resolved discrepancies and missing facts

  Owner: Preparer / reviewer

• Challenge the proposed conclusion

  Evidence: Material alternatives, omissions and specialist questions considered

  Owner: Competent reviewer

• Record material corrections and open matters

  Evidence: Review notes, evidence references, version history and outstanding actions

  Owner: Preparer / reviewer

• Authorise the version and next action

  Evidence: Approver, approved version, recipient, purpose and permitted send/file/change action

  Owner: Authorised approver

• Confirm completion and capture learning

  Evidence: Release or acceptance evidence; exceptions; total effort and quality observations

  Owner: Engagement lead

Entries are not saved or sent to KMFINCO. Reloading clears this working record. Checked items do not establish eligibility, compliance or professional approval.