A practical checklist for turning vague compliance concerns into source-grounded questions the system can answer cleanly.
Open checklistChecklists and guides for source-grounded review.
Use these before you ask the AI, onboard a teammate, review a risky workflow, or decide whether a question needs counsel, regulator confirmation, or owner approval.
Use the library to frame the question first, then move into the workspace when you are ready to ask for a cited answer.
Resources built to move visitors toward action.
A concise SOP preparation guide that helps teams identify where cited guidance, internal review, and professional escalation belong.
Open checklistA pre-publication review checklist for cannabis advertising, discount, and public post workflows.
Open checklistA public trust page explaining cited-source answers, source gaps, human review, and what the AI should not be used for.
Review source processFirst-session steps for new customers.
1. Sign in with the invited email. 2. Pick the closest knowledge area. 3. Ask one concrete workflow question. 4. Open at least one cited source. 5. Use feedback if the answer is thin, missing, or unclear. 6. Escalate high-risk decisions to counsel, regulator confirmation, or internal approval.Read guide
Short customer-facing guide for stronger source-grounded answers.
Good questions include the license type, workflow, product or document involved, timing, and what decision you need to make. Example: 'For an Ohio dispensary, what source-backed guidance applies before accepting telephone or online orders?' Avoid asking for legal conclusions. Ask for sources, practical next steps, and what still needs confirmation.Read guide
Starter questions for dispensaries, cultivators/processors, labs, MSOs, advisors, and individuals.
Dispensary: online ordering, curbside pickup, discounts, advertising, inventory review. Cultivator/processor: change of operations, Metrc transfer workflow, production documentation. Testing lab: certificates of analysis, documentation confidence, source coverage gaps. MSO/multi-license: consistent answers across locations and source-review trail. Advisor/consultant: triage source-backed questions and identify escalation points. Individual professional: learn the source set without overclaiming.Read guide