Adopting AI in case management is a decision that deserves more than a vendor demo and a feature comparison. This checklist gives nonprofit leaders a structured framework for evaluating any AI solution across the five criteria that matter most in human services environments: data security, AI transparency, participant consent, audit readiness, and vendor governance. Use it to ask the right questions before any commitment is made.
What this checklist covers:
- How to evaluate where your participant data lives and what protections govern it at the infrastructure level
- What AI transparency and explainability requirements look like in frontline service delivery
- How to assess whether an AI solution could create inequitable outcomes for the populations you serve
- What documentation your organization needs to satisfy funder and compliance scrutiny
- How to evaluate a vendor’s long-term AI governance posture, not just their current feature set
Download the checklist and bring it into your next vendor conversation.
