The Governance AI Buyer's Checklist

A governance AI demo should show how the platform handles the entity data, relationships and workflows your team relies on.

The Governance AI Buyer’s Checklist gives legal, finance, tax and compliance teams 22 practical questions to evaluate AI for entity management. Use it to test vendor capabilities and recognize strong responses, gaps and areas that need follow-up.

Inside, you’ll find questions to assess:

• Human review, approval workflows and role-based controls for entity record changes
• Connections across entities, ownership structures, directors and signatories
• Source citations, audit trails and ways to verify AI-generated answers
• Identification of affected records, filings and workflows across the entity portfolio
• Implementation support for incomplete, conflicting and historical entity data
• User permissions and compatibility with existing systems and governance workflows

Bring the checklist to your next vendor demo. Test the workflows your team manages every day and focus follow-up on the capabilities that affect data accuracy, oversight and reliable answers.