AI-Native Client Delivery for GRC Firms

Run Every GRC Engagement From Discovery Through Invoice.

A digital infographic illustrating the project workflow from discovery to invoice, with icons and text for each stage: Discover, Structure, Execute, Monitor, and Invoice, over a dark blue background. A laptop screen shows an engagement overview with metrics and charts.

theCaseWork™ connects the client agreement, delivery plan, evidence, remediation work, time, billing, while Casey, your AI-Assistant, enables your team to create, manage, analyze, and produce the work.

Casey AI‍ ‍Engagement Management‍ ‍ Scope and Delivery‍ ‍Time and Profitability‍ ‍Invoicing‍ ‍Insights‍ ‍Adoption

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One system for the entire engagement lifecycle.

Most GRC firms manage client work across documents, spreadsheets, project tools, time trackers, and accounting platforms.

theCaseWork™ replaces that fragmented process with one connected operating structure:

Discovery → SOW → Deliverables → Milestones → Evidence → Remediation → Time → Invoice → Insights

Every task and hour remains connected to the client commitment that created it.

A digital workflow process diagram with six steps: Discovery, Engagement Setup, Plan Work, Execute Work, Invoice, and the final payment, with icons representing communication, signatures, planning, tracking, invoicing, and payment.

Meet Casey.

The AI assistant that turns client intent into executable work.

Close-up of a humanoid robot with a smooth face and blue eyes, wearing a large mechanical headset with glowing blue rings, displayed on a digital screen with various graphs and data.

Add a discovery meeting transcript, client notes, or engagement requirements.

Within five minutes, Casey can create:

  • A draft Statement of Work

  • A structured client case

  • Defined deliverables

  • Milestones and tasks

  • Evidence requests

  • Remediation activities

  • Owners and timelines

Generic AI summarizes the conversation.

Casey turns it into governed, trackable, and billable work.

See More of Casey in Action

Engagement Management

Create Structure before delivery begins.

Flowchart illustrating client commitments with icons and labels for requirements, deliverables, milestones, owners, timelines, and scope, connected to a central document titled 'Client Commitments'.

Use theCaseWork™ to manage:

  • Agreements and Statements of Work

  • Deliverables and scope boundaries

  • Milestones and acceptance criteria

  • Tasks, owners, and deadlines

  • Evidence requests

  • Remediation plans

  • Notes, documents, and expenses

This gives sales, delivery, operations, and finance one shared view of the engagement.

Scope and Delivery Control

See when the work begins to drift.

theCaseWork™ connects every task to the milestone, deliverable, and agreement it supports.

When new work appears outside that structure, the platform can surface it as a scope risk.

Monitor:

  • Added client requests

  • Unplanned tasks

  • Repeated revisions

  • Stalled evidence

  • Missed dependencies

  • Overloaded team members

  • Delayed milestones

The goal is not to stop good client service. It is to stop unpaid client service from becoming invisible.

Time and Profitability

Understand what every engagement is consuming.

Workflow diagram with stages: Deliverable, Milestone, Task, and Time Entry, showing progress of Jane Smith's project with status updates and time tracking details.

Track time directly against tasks, milestones, and deliverables.

  • Estimated versus actual effort

  • Time leakage

  • Engagement revenue

  • Delivery cost

  • Margin risk

  • Team utilization

  • Case-level profitability

  • Firm-wide operational health

Leaders can identify where time and margin are being lost while there is still time to intervene.

Invoicing

Turn completed work into revenue.

Generate invoices from the work already completed inside the platform.

Digital illustration showing various compliance and review processes leading to an invoice with a dollar symbol.

Connect invoices to:

  • Milestones

  • Deliverables

  • Tasks

  • Time entries

  • Expenses

  • Approved scope changes

This creates a clearer path from client commitment to completed work and billing.

Insights

Move from reporting to action.

theCaseWork™ provides both case-specific and firm-wide insights.

Digital illustration of a futuristic data network with interconnected nodes and a central hub, featuring holographic data charts and graphs.

Use Casey to ask questions such as:

  • Which engagements have the most time leakage?

  • Where is evidence collection stalled?

  • Which milestones are creating bottlenecks?

  • Which cases are at risk of missing margin targets?

  • What should the team do next?

Casey can analyze the data, recommend a plan, and carry out approved actions inside the platform.

System Adoption

Start with active work. Expand from there.

Begin with a small number of current engagements rather than migrating the entire firm at once.

Digital illustration of a blockchain or data storage system with multiple digital cards or files being organized and transferred into a secure storage device.

Use templates, imports, and guided onboarding to structure work quickly and reduce disruption.

Supporting features:

  • CSV import

  • Engagement templates

  • Role-based permissions

  • Case templates

  • Document storage

  • Notifications

  • Audit history

See what a connected GRC engagement looks like.

Watch Casey turn a discovery transcript into a draft SOW and structured case, then manage the work through delivery, billing, and profitability.

Book a Demo