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AI Use Case Checklist Template

December 1, 2025

Evaluating new AI initiatives demands a structured approach that gives leadership confidence in both the opportunity and the associated risks. This checklist equips board directors and general counsels with a clear framework to interrogate proposed AI use cases — whether leveraging third-party systems or models trained in-house.

Use this checklist to assess:

  • Use-case scope and business materiality
  • Regulatory, confidentiality, and data-protection risks
  • IP, accuracy, bias and transparency considerations
  • Organizational readiness and oversight measures
  • Contractual, licensing, and training-data obligations

Download the template to help you evaluate AI initiatives, accelerate due diligence, strengthen governance and ensure AI adoption aligns with legal, operational and reputational expectations.