Executive Intake | Hybrid Intelligence Co.

01

Contact Information

Who is initiating this evaluation workflow

First Name *

Last Name *

Work Email *

Organization *

Job Title *

Organization Size *

Industry *

Phone Number (Optional)

02

AI Tool Details

Tell us what technology you are examining

What AI tool are you evaluating? *

Vendor Website (Optional)

Is the tool already being used? *

What do you want to use this tool for? *

Which department(s) will use the tool? *

Approximately how many users will use the tool? *

When would you like a decision? *

03

Data & System Access

Security risk classification and pipeline connections

Will users enter any of the following into the tool? *

Customer Information (PII, Billing, Logs)Employee Information (HR Data, Salaried Info)Financial Information (Accounts, Revenue, Cap-table)Confidential Business Information (Roadmaps, IP, Financial forecasts)Intellectual Property (Source Code, Patents, Designs)Regulated Data (HIPAA, GDPR, CCPA affected records)Source Code / Engineering RepositoriesPublic Information OnlyNot Sure

Will the tool connect to company systems? *

Will the tool make automated decisions/recommendations? *

04

Risk Profile

Corporate risk appetite and primary concerns

How cautious does your organization need to be for this AI use case? *

What are your biggest concerns?

05

Supporting Documents

Provide vendor contracts, privacy policies, or SOC reports (Optional)

or drag & drop

Accepted formats: PDF, DOCX, XLSX, PNG, JPG (Max 5MB each)

06

Additional Information

Provide any final background context (Optional)