Solutions for GRC Consulting Firms

Structure the work.

Control the scope.

Protect the margin.

theCaseWork™ Solutions

theCaseWork™ helps GRC firms manage complex client engagements from discovery and SOW creation through assessments, evidence collection, remediation, billing, and profitability.

Compliance Readiness‍ ‍Assessments‍ ‍Evidence Collection‍ ‍Remediation Programs‍ ‍Recurring Services‍ ‍Fixed-Fee Engagements‍ ‍Sales-to-Delivery‍ ‍Built for GRC

Sign Up Now

Built around the work GRC firms actually deliver.

Digital illustration of a data management and cybersecurity system with interconnected nodes, folders, charts, checkmarks, a calendar, and an alert warning sign.

GRC engagements are rarely simple projects.

They involve changing requirements, multiple stakeholders, evidence dependencies, recurring client requests, deadlines, remediation work, and constant pressure to keep delivery profitable.

theCaseWork™ gives every engagement one connected operating structure.

Compliance Readiness

Turn readiness work into a clear execution plan.

Digital infographic showing flowchart with documents, checklists, graphs, and folders representing data analysis and organization.

Create a structured engagement around the client’s target framework, current state, gaps, required evidence, and remediation work.

Use theCaseWork™ to manage:

  • Readiness requirements

  • Gap assessments

  • Evidence requests

  • Control owners

  • Remediation tasks

  • Deadlines

  • Client dependencies

  • Progress toward readiness

A clearer path from initial assessment to audit-ready execution.

Risk and Control Assessments

Keep requirements, evidence, findings, and actions connected.

Digital illustration of interconnected cybersecurity and data management icons, including checklists, folders, a magnifying glass, and sticky notes, centered around a chain link symbol.

Structure assessments around defined requirements and deliverables rather than scattered notes and spreadsheets.

Track:

  • Assessment scope

  • Control requirements

  • Evidence submissions

  • Findings

  • Risk ratings

  • Recommendations

  • Remediation owners

  • Completion criteria

Fewer missed handoffs and a more defensible record of what was reviewed, identified, and resolved.

Evidence Collection

Evidence Collection

Stop managing evidence through inboxes and memory.

Organize evidence requests inside the engagement and connect them to the requirement, milestone, owner, and deadline they support.

See:

  • What has been requested

  • What has been submitted

  • What is incomplete

  • What is overdue

  • What is blocking delivery

  • Who needs to act next

Faster evidence collection and fewer delays caused by unclear ownership.

Remediation Programs

Turn findings into accountable work.

A digital dashboard shows assessment findings on the left with colored labels indicating levels from low to high, including graphs and icons, connected by lines to a flowchart on the right with task icons, user icons, dates, and checkmarks.

Convert identified gaps into structured remediation plans with owners, tasks, deadlines, dependencies, and completion criteria.

Use Casey to:

  • Create remediation tasks

  • Assign owners

  • Update deadlines

  • Summarize blockers

  • Recommend next actions

  • Build weekly action plans

Remediation becomes managed execution rather than a list of recommendations abandoned in a report.

Recurring Compliance Services

Run recurring work without rebuilding the process every cycle.

A digital flowchart illustrating a process with interconnected steps, including icons for play, grid, checkmark, flag, and document, connected by arrows, forming a continuous cycle.

Use templates to create repeatable engagement structures for monthly, quarterly, or annual compliance services.

Manage:

  • Recurring assessments

  • Evidence refreshes

  • Control reviews

  • Client check-ins

  • Ongoing remediation

  • Reporting cycles

  • Renewal preparation

  • Billing milestones

More consistent delivery across clients and less administrative work between cycles.

Fixed-Fee Engagements

Know when fixed-fee work stops being profitable.

A scale balances a bottle labeled 'Fixed Fee' on one side and a stack of coins with a dollar sign on the other side. Above the scale, a gauge shows a yellow zone, a green zone, and a red zone, with the needle pointing towards the red zone. To the right, a presentation slide displays a project profitability analysis, indicating unprofitability with a red warning, and details such as fixed fee, cost to date, and margin, along with a chart showing increasing costs over six weeks.

Connect every task and hour to the scope and deliverable it supports.

theCaseWork™ helps identify:

  • Added work outside the agreement

  • Repeated revision cycles

  • Unplanned stakeholder requests

  • Excess time consumption

  • Delayed milestones

  • Margin risk

Earlier intervention before extra work becomes a write-off.

Sales-to-Delivery Handoff

Turn discovery into an engagement your team can execute.

Turn ideas into a structured plan

Paste a discovery meeting transcript into Casey.

Within five minutes, Casey can create a draft SOW and structured case with deliverables, milestones, evidence requests, tasks, owners, and timelines.

Faster engagement setup, clearer scope, and fewer gaps between what sales discussed and what delivery must complete.

Who It Is For

Designed for growing GRC consulting firms.

theCaseWork is designed for growing firms

theCaseWork™ is best suited for firms that:

  • Manage multiple active client engagements

  • Deliver fixed-fee or milestone-based work

  • Coordinate evidence and remediation across stakeholders

  • Struggle to connect scope, delivery, time, and billing

  • Discover overruns late

  • Rely on spreadsheets and disconnected tools

  • Need clearer engagement-level profitability

Build a better operating model for GRC delivery.

See how theCaseWork™ can structure your engagements, surface risk, reduce administrative work, and protect profitability.

Schedule a Demo