Request Management
Fieldguide Requests are integrated into all aspects of your engagement, including controls, reports, tests, and more.
Documents tie to workpapers
Client documents tie to the right workpaper the moment they arrive.
Scale without the rework
Reuse requests across every engagement.
Less risk, every handoff
Every item is requested, tracked, and linked, so you test exactly what was sent.
Clients get their own space
A client portal ties into your workpapers with requests and evidence in sync.
Requests, resolved faster
Field Auditor reviews each upload the moment it arrives, checks it against the request, and flags gaps, so incomplete evidence gets caught before it reaches your team.
Real results from firms
- 55%
reduction in engagement hours
- 90%
time savings on testing
- 4x
engagement capacity
What practitioners are saying
“Organizing client requests was the #1 priority we were looking to better manage. A lot of follow-up requests have gone away with Fieldguide. Fieldguide also makes engagements much more efficient. It is way faster to gather materials and much less back-and-forth is needed with our clients.”
Chris Ellingwood
Principal
Stop chasing requests. Start closing them. See how Request Management clears the back-and-forth.
Get your personalized demoMore on our AI-native platform
- PlatformExplore Client Hub
Client Hub
From first request to final report, clients see what you need, share what they have, and work alongside your team.
- PlatformExplore Embedded AI
Embedded AI
AI Chat and AI Actions work alongside practitioners in real time, grounded in firm methodology and context.
- PlatformExplore Methodology and Frameworks
Methodology and Frameworks
Run every engagement on any methodology, licensed or proprietary, with Field Agents trained on each.
- Field AgentExplore Field Auditor
Field Auditor
Analyzes evidence gaps and runs testing end to end, covering population, sampling, extraction, and evaluation.