Everything between the handshake and the invoice
One tool for the paperwork nobody enjoys: baselines, change requests, approvals, and the numbers behind them.
Proposal extraction
Upload the signed document and get deliverables, scope statements, exclusions, and assumptions as structured items you can review and edit before locking.
Immutable once locked
A locked baseline can't be quietly edited, by you or anyone else. That's what makes it worth pointing at in a disagreement.
Readable document view
The original proposal, with every extracted item highlighted in place. Filter by type, click an item, and jump to the exact sentence.
Scope check on every request
Each request is checked against the baseline: in scope, likely chargeable, or no matching item, with the clause quoted so the conversation stays factual.
Goodwill tracking
Give work away when it makes sense, deliberately. Goodwill items carry a value, show up in reports, and appear to the client as the gesture they are.
Locked after decision
Approved, declined, and goodwill requests can't be edited afterwards. Duplicate one to propose a revised version instead, the audit trail stays clean.
Signed decisions
Clients approve with a drawn signature, recorded with name, email, and timestamp. Both sides get the signed copy by email, automatically.
No client accounts needed
Approval links open straight from email, verified with a one-time code. No passwords to reset, no reason to put the decision off.
Client portal
Clients get one place for everything: pending decisions, history with signed copies, their baselines, and a question thread on any request.
Reminders and waiting times
Every pending request shows how long it’s been waiting. Nudges are one click and worded to keep things friendly.
Scope reports
Approved, goodwill, and declined value by client and by month. See how scope actually went, so the next agreement is clearer for everyone.
Works on your phone
Log a request from the meeting where it came up, chase approvals, and answer client questions from wherever you are.
See it with real work in it
The change request list: scope signal, value, status, and days waiting for every open item.
Try it on a live project
14-day free trial, no card. Bring one signed proposal and see what the baseline finds.
Start free