# Use-case intake form

> For reference purposes only. Not legal advice. Draft for review by a qualified professional.

> How to use this template. The form for any new AI idea or purchase, matching the intake tool. Replace every [placeholder], delete guidance notes and have a qualified professional review the result. Template version 1.0, last reviewed 2026-10-03. Certainty: simplified.

## Requester and unit

Name, business unit and date: [details].

[Enter your text here]

## Use case

Name, description, problem and expected benefit.

[Enter your text here]

## Build or buy

In-house or vendor; vendor name and product if buying.

[Enter your text here]

## Who uses it and who is affected

Describe users and affected people.

[Enter your text here]

## Decision impact

None; assists people; makes or shapes decisions about people; acts automatically without human review.

[Enter your text here]

## Data

None; business data; personal data; sensitive personal data; children's data.

[Enter your text here]

## Regions, customer-facing, generated content, target date

Answer each.

[Enter your text here]

## Triage route

Stop and escalate; full review; standard review; fast track (completed by the reviewer).

[Enter your text here]

## Approval record

Decision, conditions, approver name and role, date and review date.

[Enter your text here]

## Certainty notes

- Simplified: a general starting point. Rules differ by region.

> For reference purposes only. This site offers general guidance for learning and planning; it is not legal advice and creates no lawyer-client relationship. Rules change often, so check the primary sources and qualified counsel before you act.