Insights across engagements, without breaking workflow
Managing a practice requires visibility beyond individual engagements. Caseware provides access to embedded engagement metadata and delivers real-time insight into quality, progress, workflows and financial indicators. Practice leaders can benchmark and identify issues early without disrupting how teams work.
What firms achieve with Caseware
Firm-wide visibility in one place
See engagement status, progress and completion indicators across your entire portfolio without opening individual files.
Earlier identification of bottlenecks
Surface overdue tasks, unresolved issues and stalled engagements before they impact delivery, quality or staff workload.
Stronger oversight of quality and execution
Monitor sign-offs, review status and engagement milestones to support consistent execution and quality management.
Insight to support advisory and growth
Use engagement and financial insights to inform client conversations, benchmarking and value-added services.
A connected approach to practice intelligence
Valuable data is usable across the firm by connecting engagements, metadata and analytics through a secure, scalable platform
Identifiers and properties such as engagement type, status and key dates are aggregated across the portfolio, giving leaders an immediate view of progress and workload.
- Engagement type and status visibility
- Created, started and completion dates
- Portfolio-level engagement counts
- Progress tracking across clients
Document status, task assignments, issues and sign-offs are surfaced across engagements so teams can identify delays, follow up on open items and maintain quality standards.
- Sign-off status and timing
- Issue and task tracking
- Due dates and ownership
- Quality and completion oversight
Aggregated financial measures and calculated ratios provide quick insight into client financial health, trends and outliers without opening individual engagement files.
- Key ratios and aggregates
- Year-over-year comparisons
- Outlier identification
- Faster engagement understanding
Securely extract engagement and financial metadata through APIs to power dashboards, BI tools and internal systems. Start with built-in insights and extend as your firm’s needs evolve.
- Secure data extraction and warehousing
- API-based BI integration
- Custom dashboards and visualizations
Related products
Frequently Asked Questions
Insights are generated from engagement, workflow, document, issue and financial metadata already captured during normal engagement activity. This includes engagement status, sign-offs, tasks, issues and aggregated financial measures.
No. Insights are derived from existing engagement data. Teams continue working as they do today while data is automatically surfaced for visibility and analysis.
Engagement data is refreshed regularly, providing near real-time visibility into engagement progress, issues and completion status.
Engagement and financial metadata can be accessed through secure APIs, allowing firms to integrate insights with external BI tools, reporting platforms, or internal systems.
Yes. Firms can use pre-built dashboards or create custom visualizations tailored to their workflows, roles and reporting needs.
