Guide

Why evidence-linked AI matters

Professional work needs more than a fluent paragraph: it needs a route back to the source and a reviewer who can assess it.

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01

Evidence is not interchangeable

A client document, a workbook calculation, a legal provision and an AI interpretation have different roles. Keeping them distinct prevents misplaced confidence.

02

Citation enables review

A citation is a starting point for checking context; it is not proof that an answer is complete, current or correct.

Evidence trail

A useful trail has three parts

A response should show where it came from, what it does not establish and who must decide the next step.

  • Workbook range or source document page
  • Relevant statutory source, kept separate from interpretation
  • Reviewer judgment, correction and approval

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Next step

Use the checklist library

Turn the principle into a repeatable firm intake and review process.

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