Time Entry & WIP Capture for Audit Seniors with CaseWare
The Problem
Audit Seniors write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.
What We Build in CaseWare
AI watches calendar, email, and CaseWare activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
CaseWare Integration Approach
Audit your CaseWare configuration
We map the specific CaseWare objects, custom fields, and workflows the automation needs to touch for your financial statement audit practice.
Build on the CaseWare API or agent
Integration happens inside CaseWare — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CaseWare with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CaseWare instance
30-minute call. We'll look at your actual CaseWare setup and show exactly how this workflow fits.