What is the Checklist Response Agent?

The Checklist Response Agent brings Caseware Verity into your checklists. Instead of working through a checklist question by question, you ask Caseware Verity to complete it using the relevant engagement documents. Caseware Verity then works through the checklist and surfaces suggested answers directly on it for your review.

Caseware Verity handles the full range of checklist questions. It reads the supporting documents in the engagement and answers each question in the expected format. It also respects the checklist's conditional logic, showing or hiding questions based on earlier answers. It works across any field type — date, free text, single-choice and multiple-choice — not just yes/no/N/A.

Every answer Caseware Verity suggests is a draft for your independent review. It does not lock, sign off or replace auditor judgment.

For a step-by-step walkthrough, see Use the Checklist Response Agent.

For additional support, see Checklist Response Agent FAQ.

Prerequisites

• Your firm must have Caseware Verity licensed and enabled. There is no separate add-in to install.

• You must be in a Cloud engagement. (Currently, the Checklist Response Agent is only available in OnPoint EBP.)

• You must have relevant supporting documents (for example, the plan document, adoption agreement, or board meeting minutes) uploaded to the engagement.