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Our Solicitor's Regulation Authority (SRA) Audit Template is our first cloud based audit template, on the Smart Engagement platform, meaning you can access the system wherever you are, whenever you need to. This next generation of audit software offers you all the benefits of cloud software plus leading edge tools, enabling you to audit clients under Solicitors Rules quicker and easier than ever before.

The template enables a new level of collaboration with your clients, allowing you to request and manage client information through one secure system and raise issues and queries directly with your clients. With CaseWare's prepared by client function you can request evidence which clients can simply drag and drop onto the message automatically populating your audit file. Use the activity monitor to see what is happening on engagements or the inbuilt status monitoring to view how the engagement is progressing. 

Get your clients to answer simple pre-defined checklist style questionnaires that complete your audit work. All communication is through a secure portal with ISO 27001 certification, meaning you have a safe and secure platform for the complete audit of your clients.

Benefits

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Track & Summarise Breaches


Easily manage client information


Hyperlink rules from file

Prepared by client function aids planning (Query function)
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Tailor your files

Increased, secure client collaboration Cost effective

This template is available for both Mercia and HAT methodologies.   

To find out more about the software, including more features, book a demo below. 

Book a demo