Features
Evidence request management with smart per-item reminders
CoAudit auto-plans substantive testing and drafts workpapers
Workpaper Agent traces amounts and proposes tickmarks
Financial Statement Review maps drafts to US GAAP/IFRS checklists
AI-powered sample selection with rationale visibility
Exception flagging for mismatches and missing support
Real-time activity feed for engagement team collaboration
Client-facing request flows with human-readable explanations
SOC 2 Type II certification, GDPR compliance, data residency
SSO with Okta, Microsoft Entra, or Google Workspace
Audit logs for all access, exports, and configuration changes
Tie-out source tracking: document, page, cell, agent reasoning
Disclosure cross-reference checking between notes and face
CoAudit agent chat for ASC 842 schedule generation
Engagement management with clients, groups, request groups
Ingest regulatory filings and incident data at scale
Surface hidden legal signals from fragmented sources
Apply deep legal context to transform data into structured intelligence
AI agentic reasoning to identify and prioritize emerging exposure
Real-time monitoring of 5 million+ signals monthly
Cover 50+ legal exposure categories
Generate automated valuation memos for potential litigation
Autonomous orchestration of actions on detected risks
Unified case discovery, evaluation, and portfolio management (beta)
Always-on legal red team capability
Monitor litigation patterns and market activity
Connect real-time exposures to responsible teams
No self-service or free tier (enterprise only)
