How it works

From signed proposal to signed change request

ScopeAgreed sits between your agreement and your invoices. Here's the full loop, in the order it happens on a real project.

STEP 01

Turn the proposal into a baseline

Upload the signed proposal or statement of work. ScopeAgreed reads it and extracts four kinds of items: deliverables, scope statements, exclusions, and assumptions. You review each one, fix anything it got wrong, and lock the baseline.

From then on the baseline is immutable. Every change request on the project points back at it, and your client can read the exact document they signed.

EXTRACTED FROM PROPOSAL V3, COUNTERSIGNED.PDF
DeliverableOne (1) day on-site shoot, up to 60 edited selects
ExclusionPrint production and paid media assets
AssumptionClient provides product samples two weeks before shoot
14 items extracted · 2 editedLock baseline
Homepage copy revision, round 3
Likely chargeable
Scope check: the agreement includes two copy revision rounds. This is round three.
Suggested value
£120
Timeline
+1 day
STEP 02

Log the change in under a minute

When a client asks for something new, log it while it's fresh. Describe the request, and ScopeAgreed checks it against the baseline: in scope, likely chargeable, or no matching item, with the clause that says so.

Not everything needs to be billed. Mark small items as goodwill and they're tracked as a running total instead of quietly disappearing.

STEP 03

Send it for a signed decision

Your client gets an email with a plain summary: what's changing, what it costs, what it does to the timeline, and the clause it sits outside. They open a secure link, no account or password, and approve or decline with a drawn signature.

The decision is recorded with name, email, and timestamp, and both sides get the signed copy. Gentle reminders are one click, and you can see how long each request has been waiting.

Extra photography day
£450 · +2 days · sent to Maya Cole
Approved and signed · recorded 14:32, copy emailed to both sides
Recovery rate by month
This year
Recovered £11,240Goodwill £820Lost £430
STEP 04

See the full picture

Reports roll everything up: what was approved, what you gave as goodwill, and what was declined, by client and by month. Before the next proposal, you know exactly where the last agreement could have been clearer.

Run the loop on your next project

Setting up the first baseline takes about ten minutes. The trial is 14 days, no card.

Start free