Complete Clarity.
Seamless Oversight.

Modern audit management fails when data is siloed and progress is invisible. Case Manager is the mission control of the Audit Aware suite – a high-performance platform built on a secure Microsoft foundation, designed to give leadership 100% transparency into every moving part of their workflows.

With the latest version of Case Manager, you define the landscape. We've introduced a fully customizable display and workflow engine, allowing you to build the exact environment your organization requires. Supported by Quill, our integrated AI assistant, Case Manager provides full transparency throughout the audit lifecycle - ensuring every case is documented, searchable, and on track.

Case Manager workflow builder with Quill AI assistant

ENHANCED OPERATIONAL VISIBILITY

Stop Chasing Status Updates and Start Directing Progress

Case Manager transforms fragmented data into actionable insights so you can lead with certainty.

  • Strategic Resource Allocation: Gain an immediate understanding of your team's capacity and project status. By identifying bottlenecks before they become delays, you can deploy your auditors where they will have the most significant impact.
  • Operational Agility: Your organization is unique. By tailoring the display and workflows to your specific standards, you ensure the software supports your team's natural rhythm rather than having them adapt to a rigid system.
  • Enterprise-Grade Reliability: Built on a trusted Microsoft foundation, Case Manager provides the peace of mind that comes with industry-leading security. Your sensitive data remains protected within a stable, familiar infrastructure.
Case Manager dashboard: total active cases counter, recent cases list, status breakdown by stage

INTEGRATED MANAGEMENT TOOLS

Accelerate and Customize Your Workflow

Build and deploy standardized protocols that guide auditors through every stage of the audit, ensuring consistent and defensible results.

  • Customizable Workflow Builder: Build and deploy standardized protocols that guide auditors through every stage of the audit lifecycle, ensuring consistent and defensible results.
  • Meet Quill: Our integrated AI assistant is baked directly into the application to act as a force multiplier. Quill automates administrative heavy lifting and is there to support whatever task you need.
  • Centralized Case Logging: Maintain a foolproof record of data. Log detailed notes, upload evidence, and track external attachments within a centralized file to ensure a complete chain of custody.
  • Role-Based Access Control: Maintain a strict chain of command. Assign granular roles (Lead Auditor, Reviewer, Manager) to ensure users only see the data and permissions relevant to their assignments.
  • Advanced Data Filtering: Instantly isolate records by status, assignment type, or auditor. Execute targeted searches to identify bottlenecks and optimize resource allocation across your team.
Case Manager workflow stages: ToDo, In Progress, Completed status indicators across pipeline steps

ALL FEATURES

The Complete Toolkit

Customizable Workflow Builder

Meet Quill

Centralized Case Logging

Role-Based Access Control

Microsoft Foundation

Advanced Data Filtering

THE CENTER OF THE AUDIT LIFECYCLE

Case Manager is the central engine that keeps your data moving – the vital bridge between initial discovery and final property valuation:

Discover

Identify high-value leads in Digital Canvas

Manage

Manage the lifecycle in Case Manager

Value

Value the assets with AI-powered logic in CAVS

Take Full Control of Your Audit Operations

Case Manager gives your team the clarity to move every case forward with confidence.