AI Tool Vetting Checklist: Before Business Data Goes Into an AI Tool

What to check before business or client data goes into an AI tool. Part of the Mac Neal LLC Resource Series quick checklists.

Inside:

• How the tool uses your data, security, and your legal and client obligations
• Reviewing AI output and keeping records
• Getting your data out, and the red flags to walk away from

1-page printable PDF. Updated October 2026.

General information, not technology, tax or legal advice. Have a question about your own situation? Book a consultation at www.macnealllc.com.