Comparison criteria
| Criterion | What to check | Why it matters in practice |
|---|---|---|
| Evidence quality | Source links, statutory article context, update frequency | Keeps explanations to clients reproducible |
| Operational controls | Approval workflow, permission management, log retention | Maintains audit readiness and internal control |
| Workflow fit | Document upload, review, report output | Speeds up adoption into the current workflow |
| Security | Encryption, retention period, deletion policy | Keeps client data safe |
Adoption steps
- Prioritize the target tasks
- Create an evaluation sheet based on the comparison criteria
- Run a short pilot with real data
- Document the approval rules and roll out to production
ZeiPilot