Free resource for agency teams

Before you send it, check it.

A practical seven-point checklist for reviewing AI-assisted research, client briefs and strategic recommendations. Print it, mark it up and adapt it to your team's workflow.

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AgentVerify · Human review worksheet

Seven checks before client delivery

This is a manual worksheet, not an automated analysis or proof of accuracy. Use it with non-confidential materials and follow your organization's own privacy requirements.

1. Identify the important claims

Highlight numbers, comparisons, predictions and recommendations that a client could rely on.

2. Locate supporting sources

Check that consequential claims have traceable citations or source documents. A URL by itself is not evidence that the claim is supported.

3. Read the underlying evidence

Independently open the primary sources, compare the claim to the actual wording and check dates, geography and context.

4. Recheck calculations and assumptions

Verify percentages, budgets, baselines, time frames and projected results. Separate observed facts from forecasts.

5. Flag uncertainty

Mark statements where sources conflict, evidence is missing or confidence cannot be justified. Avoid presenting estimates as guarantees.

6. Review confidentiality and permissions

Confirm client information, data rights and authorized use of AI tools follow your agreements and internal policies.

7. Record the human decision

Note who reviewed the draft, which claims need changes and whether the work is approved, revised or held for further verification.

Manual review record

Document / project: ________________________________________

Reviewer and date: __________________________________________

Evidence or changes still needed: _____________________________

Decision: □ Approve    □ Revise    □ Hold for verification

Why this matters

AI can draft. People remain accountable.

AgentVerify is developing tools to organize basic screening and human review decisions. Our current private-beta screening can check completeness and the presence of evidence links; optional AI suggestions work from pasted excerpts. Neither the worksheet nor the product independently establishes whether a claim is true.

Important: This free checklist is educational guidance, not professional advice or a guarantee of completeness, accuracy, security or legal compliance. Public customer accounts and subscriptions have not launched.

See a fictional sample review