Concepts

Basic concepts

Firms

A firm is your organization’s home inside Agentive. It stores your branding, firm members, and security defaults. Every auditor who signs in under your firm’s email domains lands in the same workspace, so clients, engagements, requests lists, and automation templates stay consistent.

Clients

Clients represent the companies you serve. Each record keeps the client name, client users, and engagements. Engagements inherit those details so you do not have to re-enter client information when you spin up the next engagement.

Engagements

Engagements connect one firm to one client, an audit period, and the roster of auditors and client users collaborating on it. lists, requests, and communications all belong to an engagement, making it the primary hub for day-to-day activity in auditing.

Requests

Requests are the tasks and evidence asks for your clients. Each request may have a title, description, assignee, due date, status, category, and optional reference files.

Document groups

Requests are structured by identifying the types of documentation requested. Document groups are then created to store the uploaded evidence

Request workflows

Agentive workflows control how requests and workpapers progress. Statuses show whether work is queued, active, in review, or done. Automations like Run AI prompts or Run all automations can refresh matching, formulas, and summaries in one click so your team spends less time on manual updates.

Participants and roles

Each engagement has two audiences:

Audit team members

• Internal auditors and guests who can see every request, workpaper, and automation.
• Can publish or hide requests from clients, adjust workflows, and review evidence.
• Receive notifications for assignments, mentions, and workflow changes.

Client contacts

• External collaborators with access to the client portal for shared requests and documents.
• Can upload files, add comments, and respond to follow-up questions on published work.
• See only the requests, folders, and dashboards flagged as Client visible by the audit team.

Organizing work

Engagement boards

Engagement boards show every request in one place. Toggle between kanban and list views, regroup cards by status, assignee, priority, engagement, or category, and collapse sections you do not need. Drag cards between columns to change status or assign them to a different teammate.

Categories

Categories keep related requests together under each engagement. Use them to mirror phases of fieldwork, workstreams, or audit areas. Categories become available as filters and grouping options so you can focus on a specific slice of work quickly.

Priorities and due dates

Priorities highlight which requests need attention first, while due dates anchor commitments with clients. Boards display both fields inline, and you can sort or filter by them to keep timelines on track.

Assignees

Assign each request to an internal owner and, when shared, to a client contact. Assignees drive personal dashboards and notifications, ensuring everyone knows what they owe.

Filters and search

Use the filter bar to narrow requests by status, priority, category, assignee, or due date. Press Cmd/Ctrl F to open search instantly, then type keywords to find the right request without leaving the board. Clear filters anytime to return to the full view.

Saved perspectives

Agentive remembers the grouping, sorting, and filters you last used on a board. Revisit the engagement and you will see the same layout, making it easy to maintain personal working views without extra setup.

Taking actions

How it works

Agentive supports multiple ways to take action:

• Click the request card to open the request details page.
• Right click on a request card to open the context menu.
• Drag cards to new columns or categories to update status or ownership.

Bulk actions

Select several requests to apply the same change at once. Hold Shift and click to select a range, or use Cmd/Ctrl click to pick individual cards. Once multiple requests are highlighted right click to open the context menu and select the action you want to apply to all selected requests. Dragging a highlighted group to a new column moves the entire batch in one motion.

Keyboard shortcuts

• Cmd/Ctrl F – Focus the board search bar.
• Shift + click – Select a continuous range of requests.
• Cmd/Ctrl + click – Add or remove individual requests from your selection.
• Esc – Clear the active search when the search field is focused.