FAQs

General Questions
What is theCaseWork™? theCaseWork™ is an AI-native client delivery platform that helps GRC, consulting, and professional services firms deliver governed, margin-protected engagements. It unifies scope, evidence, remediation, time, and invoicing into one operating system.
Who is theCaseWork™ designed for? Our primary users are GRC consulting firms delivering SOC 2, ISO 27001, NIST CSF, CIS, HIPAA, PCI, and audit readiness engagements. More broadly, theCaseWork™ supports professional services, advisory, and consulting firms that deliver structured client work and need consistency, clarity, and margin protection.
How does theCaseWork™ improve client delivery? It replaces fragmented tools and ad‑hoc workflows with governed engagement structure. Every task, artifact, and remediation item is tied to scope, preventing scope drift and ensuring predictable delivery.
GRC-specific Questions
What GRC frameworks does theCaseWork™ support? SOC 2, ISO 27001, NIST CSF, CIS Controls, HIPAA, PCI DSS, and custom firm-defined frameworks. You can deliver multiple frameworks within a single governed engagement.
How does theCaseWork™ help prevent scope drift in GRC engagements? Scope is governed at the artifact and task level. When new work appears—new controls, new evidence requests, new remediation items—the platform flags it and helps you manage change control before margin erodes.
How does the platform help protect engagement margin? Real-time visibility into scope, evidence, remediation, and time lets firms identify margin risk early. You see exactly where engagements are drifting and can take corrective action before overruns occur.
Can theCaseWork™ support fixed-fee GRC engagements? Yes. The platform is built for fixed-fee delivery, as well as billed hourly engagements. Governed scope, structured workflows, and real-time margin insight make fixed-fee engagements predictable and profitable.
Professional Services & Advisory Firm Questions
Can theCaseWork™ be used outside of GRC? Yes. Any professional services or advisory firm that delivers structured client work—operations consulting, IT consulting, cybersecurity advisory, compliance readiness, fractional leadership, or project-based engagements—can use theCaseWork™ to govern scope and protect margin.
How does theCaseWork™ help consulting firms standardize delivery? It codifies your firm’s delivery patterns into reusable engagement structures. This ensures every consultant delivers work consistently, regardless of experience level.
Does theCaseWork™ help with client communication and expectations? Yes. Governed scope, structured workflows, and clear remediation tracking create predictable client communication and eliminate ambiguity around responsibilities and timelines.
AI & Automation
How does Casey generate Statements of Work? Casey analyzes your discovery call inputs, applies your firm’s delivery patterns, and produces governed Statements of Work with clear scope, timelines, responsibilities, and assumptions.
Does Casey train on my client data? No. Casey operates within a governed environment and does not train on your client data. Your firm’s delivery patterns remain private and protected.
How does AI improve GRC and consulting engagements? AI accelerates scoping, reduces manual evidence review, improves remediation clarity, and ensures engagements follow your firm’s delivery patterns—not ad‑hoc consultant interpretation.
Security & Compliance Questions
How is client data protected? theCaseWork™ follows strict security and privacy controls, including governed access, encrypted storage, and secure processing. No client data is used for model training.
Where is data stored? Data is stored in secure, U.S.-based infrastructure with enterprise-grade controls.
Does theCaseWork™ support audit readiness? Yes. Evidence, remediation, and scope are structured to support SOC 2, ISO 27001, NIST CSF, CIS, HIPAA, PCI, and other audit readiness workflows.
Pricing, Onboarding & Support Questions
How much does theCaseWork™ cost? Pricing is tailored to firm size and delivery volume, and can be found here.
How long does onboarding take? Most firms onboard within 1–2 weeks. Delivery patterns, frameworks, and workflows are configured during onboarding. Onboarding is expedited with the help of Casey, the AI assistant, available in the Scale plan.
Do you offer training and support? Yes. We provide onboarding and limited training to ensure your team delivers governed, margin-protected engagements from day one. We also offer additional onboarding and process optimization packages.