Legal practitioner trust account audit engagements can be conducted using CaseWare Cloud’s template, called ISAE Attestation, which is tailor made for these engagements.

This intuitive platform guides you through the procedures and documentation that will be necessary when navigating through the entire audit process from pre-engagement to finalisation.

Content

With this introductory session, we will look to introduce you to the CaseWare Cloud platform / functionality / software and provide a brief overview of the legal practitioner trust account audit template and its various phases of the audit process. No specific documents will be completed during the demonstration.

If you are seeking:

• A basic introduction to ISAE Attestation template, or
• Have no previous experience with it, or
• Find that you struggle with technology, or
• Just want a preview of the Cloud-based solution for Legal Practitioner trust account audits, before buying a license / token,

Then this session is for you!

We will work through the following:

• How to obtain access to the template
• How to create a new trust audit engagement file
• How to add staff members to the engagement
• Briefly discussing the documentation making up each phase of the audit, pre-engagement, planning, execution and
  finalisation
• Understanding how to upload documents, e.g. signed engagement letter
• Looking at how to collaborate with clients, to request documents or query information.