PRACTICAL REVIEW GUIDE

AI service proposal checklist: what to review before sending

Before sending an AI service proposal, check the scope, payment milestones, testable acceptance, client inputs, data permissions, model uncertainty, recurring costs and post-launch responsibilities. Record unknowns instead of treating missing information as approval.

By SharpWave · Updated 13 October 2026

Commercial checks

Define deliverables and exclusions. Specify how additional work changes price or timing.
State deposit and balance milestones. Link acceptance to named tests and delivery items rather than client satisfaction alone.
Identify the client inputs, access and decision dates required to deliver.
Record assumptions behind API usage, subscriptions and maintenance. A proposal cannot establish margin when delivery-cost inputs are missing.

AI-specific checks

Describe the task, representative evaluation data and acceptable failures. Avoid unconditional accuracy promises.
State permitted data use and who grants access. Remove credentials and unnecessary personal information before uploading a draft.
Assign responsibility for model changes, unavailable third-party APIs, human takeover and incidents.
If the document is an RFP, distinguish buyer requirements from your own response. An RFP alone cannot show whether your proposed delivery is feasible.

Use the review

Attach each finding to the relevant source passage or missing input. Ask the responsible person to confirm outside facts.
Revise the complete document, then compare unresolved findings with the earlier version.
A clean automated report is decision support. It is not approval, a legal opinion, or a guarantee of margin.

Related guidance

Sources for alternative capabilities: Proposify document automation and Spellbook contract review. Vendor pages describe their own products; they do not validate SharpWave.