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Phase 5

CAS
Operations

Operational infrastructure that protects your firm, ensures quality, and formalizes every client relationship.

← Resource Library/Operations
3 Resources in This Section

Video
Mitigating Risk
Identify and mitigate the key risks involved in running up a CAS practice.
Watch video

Legal Document
CAS Engagement Letter Template
A professional engagement letter template to formalize CAS client relationships, outlining scope, fees, and responsibilities.
Watch video & download document

Legal Document
CAS Statement of Work (SOW) Template
A detailed statement of work template for CAS engagements, defining deliverables, timelines, and service expectations.
Watch video & download document