Engagement Review Agent FAQ

For step-by-step instructions on using the Engagement Review Agent, see Use the Engagement Review Agent.

Frequently asked questions

Where do I find it?

The Engagement Review Agent is part of Caseware Verity. You can start a review in two ways:

• Select Review phase next to an engagement phase on the Documents page.

• Ask for a review in Verity. For example, enter "Review this engagement."

Do I need a separate add-in?

No. The Engagement Review Agent is part of Caseware Verity inside Cloud engagements (currently only OnPoint Audit engagements).

What does it review?

It cross-checks workpapers within and across the scope you select. Checks include materiality calculations, planned control reliance, conflicting amounts or dates, conclusions and sign-offs, and referenced documents missing from the binder.

Can I review a single workpaper or phase?

Yes. Name the scope in your request, such as "Review WUP-1" or "Review Audit Execution." You can also choose one or more phases, or the entire engagement.

Does it edit workpapers or sign off on my engagement?

No. The agent is read-only. It doesn't create, edit, correct, or sign off workpapers. It also doesn't tell you whether an engagement is ready for sign-off or issuance. You evaluate each observation and decide what to do.

Is my engagement data safe?

Caseware Verity operates only within your Caseware environment. Your data is not used to train AI models, and access is limited to authorized Caseware personnel.