AI-Native Client Delivery for GRC Firms
Run Every GRC Engagement From Discovery Through Invoice.
theCaseWork™ connects the client agreement, delivery plan, evidence, remediation work, time, billing, while Casey, your AI-Assistant, enables your team create, manage, analyze, and produce the work.
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.
Meet Casey.
The AI assistant that turns client intent into executable work.
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.
Engagement Management
Create Structure before delivery begins.
Build every engagement around clearly defined 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.
Track time directly against tasks, milestones and deliverables.
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.
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.
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.
Integrations and Adoptions
Start with active work. Expand from there.
Begin with a small number of current engagements rather than migrating the entire firm at once.
Use templates, imports, and guided onboarding to structure work quickly and reduce disruption.
Suggested 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.