Fordele
Give Clients Clarity
Clients see a clear, status-first view of exactly what's requested of them, keeping everyone aligned throughout the engagement.
Validate Submissions Faster
The Caseware Verity Response Agent reviews and validates client submissions on demand, flagging issues before you open the file yourself.
Catch Issues Earlier
Confirm evidence is complete and accurate before it reaches the workpaper, catching problems earlier in the review cycle.
Keep Auditors in Control
Agent findings inform your review, but the decision to accept or return a client submission always stays with you.
Product Overview
Client Requests is the capability within Caseware Cloud engagements that manages requesting, tracking and collecting client evidence. AI-powered validation helps confirm what's returned is complete and accurate before it reaches a workpaper.
How to Get Started
- Create the Request
Build and send your request list. - Assign to Clients
Assign items to client contracts. - Collect Responses
Clients upload files or text replies. - Validate with Verity
Run the Response Validation Agent. - Review and Accept
Approve or return the response.
Additional Resources
