01
Checklist
Confirm engagement authorization; preserve the original file; record owner and period; identify macros, hidden sheets and external links; set the review purpose; restrict access; note expected outputs; require reviewer sign-off.
Template
Audit workbook intake checklist
Copy this checklist before opening a client workbook in an AI-assisted workflow.
Next step
Explore Pramanis carefully
See an evidence-linked workflow with synthetic material before confidential client files enter a new process.
Book a walkthrough