Use when a calculator, financial model, investor memo, due diligence report, risk review, dashboard, or client-facing explanation needs clear distinctions between accounting and finance concepts such as cash flow vs profit, EBIT vs EBITDA, CapEx vs OpEx, debt vs equity, market value vs book value, ROI vs ROE, assets vs liabilities, and accounting vs finance.

Use for due diligence, legal-financial risk review, investment or business transaction checklists, and preliminary screening where facts, documents, assumptions, legal uncertainty, debt/equity, assets/liabilities, contracts, tax, regulatory, compliance, technology/product, and financial-model issues must be separated clearly.

Use when a lawyer, legal team, or client needs to assess AI agents that can act on someone's behalf: send messages, search, draft, file, pay, delete, connect to accounts, use tools, or rely on external data. Produces a practical delegation, oversight, accountability, and control audit for legal operations.

Audits the transition from legal AI output to reliance, recommendation, execution, or real-world commitment. Use it before an AI-generated analysis, memo, contract review, compliance finding, or workflow output is acted upon to check whether authority, evidence, mandate, uncertainty, procedure, and review conditions remain sufficient.