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Free checklist · PDF · 4 pages

AI Vendor Due-Diligence Checklistfor Firms.

The 25 questions to ask any AI tool before client data goes near it: training, retention, access, PHI, IRC 7216 and ABA Opinion 512.

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What's Inside

For partners, compliance leads and practice managers.

  • 25 questions grouped by data, access, accuracy and exit
  • What a good answer sounds like, and red flags
  • A one-page scorecard to compare vendors

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