Weaver is a national accounting and consulting firm serving clients across industries with audit, tax and advisory services. Following years of substantial organic growth, the firm is focused on scaling without losing its client-first culture.
Neha Patel, a Weaver partner in Governance, Risk and Compliance Services, has been with the firm for more than 16 years and has witnessed its transformation firsthand. “Exceptional customer service is foundational to our ability to grow organically and you can see the results of that value driver in how our firm has grown in the marketplace," Patel said. "Today, we are highly sought out as a national or global presence when it comes to client service.”
The Challenge – Scaling with Trust and Transparency
Weaver’s rapid growth brought greater complexity to the firm’s advisory practice, specifically as it relates to governance, risk and compliance services. With accelerating regulatory change and rising client expectations, the firm needed a way to deliver faster, more transparent engagements at scale. Patel explained:
“We’ve always been focused on responsiveness and quality. While advisory services continue to evolve, the needs of our clients continue to evolve. Keeping pace requires tools that support both speed and depth.”
While Weaver had strong processes in place, spreadsheets, email chains and manual trackers were not built for this scale of organic growth. Multiple versions of documents and manual updates created delays in the evidence collection and review process. As Patel noted, “Collecting documentation and
reviewing engagements was more difficult than it needed to be. For a firm determined to scale without sacrificing excellence, this was a major obstacle.”
The Solution – A Unified AI Platform that Powers Innovation without Disruption
Weaver adopted Fieldguide to streamline engagements, improve visibility and empower its team. Patel
described the decision as central to the firm’s growth strategy: “Technology adoption is not optional anymore. It’s central to how we serve clients, how we attract talent and how we grow. Fieldguide
gives us the ability to do all three.”
A Single Source of Clarity
Fieldguide became a single source of efficiency and clarity, replacing fragmented workflows with a unified, collaborative platform. Clients gained real-time visibility, reviewers worked from the latest information, and staff shifted from administrative tasks to higher-value advisory work.
“Clients notice when you’re leveraging technology to make their lives easier,” Patel said. “Fieldguide
helps us deliver on that promise. It’s not just efficiency, it’s a differentiator in the client’s experience with our team.”
Enhancement, not Disruption
An equally important factor was Fieldguide’s ability to support Weaver’s in-house methodology. While
some firms rely on out-of-the-box templates, Weaver is proud of their proprietary methodologies for
delivering third-party attestation engagements as well as performing a variety of internal audit
engagements. Patel emphasized that adopting technology could not come at the cost of that foundation:
“We were focused on maintaining our methodology and adopting a tool to enhance what we’d already built, amplify what we were doing and create efficiencies gained. We didn’t want to sacrifice our methodology just to fit into technology. Fieldguide allowed us to configure the program in a way that minimized disruption to clients while strengthening the way we already work.”
By honoring Weaver’s methodology while introducing automation and transparency, Fieldguide provided the rare balance of innovation without disruption. The result is a partnership that both enhances efficiency and reinforces Weaver’s reputation for client service.
The Results – Client Confidence, Empowered Teams
Weaver is already realizing clear benefits from Fieldguide. The review process is smoother, with fewer delays and less time spent reconciling versions. “As a reviewer, it’s a huge improvement to know I’m always looking at the latest information,” said Neha. “That level of visibility gives me confidence and ensures the integrity of the review process.”
Clients have also gained greater transparency. Instead of relying on email updates or waiting for status calls, they can log in and see immediate progress. According to Patel, this has elevated trust and collaboration. “Clients appreciate the efficiency and transparency. They like being able to see exactly where things stand, and it helps them have more in visibility into the process. It strengthens the relationship.”
The impact is measurable. In year one Weaver experienced a 10-12% increase in realization and continues to see time savings in execution as more recurring projects run in Fieldguide.
“We have witnessed team engagement skyrocket," said Alexis Kennedy, Partner of Advisory Services at Weaver. "Our staff want to use great technology. Being able to give them software like Fieldguide has helped us think outside the box and gives them the opportunity to be more efficient and achieve higher quality work.”
The Road Ahead
Weaver’s next chapter is AI-forward. The firm is embedding Fieldguide’s professional-grade AI agents into day-to-day engagements, streamlining requests and evidence handling, giving reviewers a single “latest” view and giving clients real-time status updates they can act on.
Patel emphasized that Weaver approached the change with a phased rollout and kept risk management and engagement review standards intact to “de-risk” the process. “The fear of AI usually subsides once you give it a try, and our professionals are still integral to every engagement, reviewing and validating. AI
doesn’t replace professional experience and judgment.”
That stance defines Weaver’s competitive roadmap. Leveraging Fieldguide’s agentic AI platform will allow the firm to protect its DNA while accelerating delivery, resulting in more transparency for clients, more leverage for staff and more capacity for growth. It’s a practical formula: institutionalize what makes you different, augment it with AI and run it on a platform that scales. That’s how Weaver plans to stay
progressive, reliable and unmistakably ahead.
