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Each available guide includes short steps and one relevant action. Setup-in-progress and coming-soon items are status notes and are not equally actionable.

Search filters titles, summaries, and guide steps on this page.

Available now

Create your first project

Available

Sign in, complete onboarding, and create a client project.

Open Projects, create a project with client name, then add the approved scope when ready.

Getting started

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Build an approved scope baseline

Available

Add scope items, save a draft, and lock a baseline version.

Open a project → Original scope. Add a summary or items, Save draft, then Lock baseline.

Scope baselines

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Create and classify a change request

Available

Capture a client message, classify it manually, and set hours or price.

From a project, choose Add client request, paste the message, then set classification and effort.

Request analysis

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Move a request through status workflow

Available

Use allowed transitions and review status history.

Open the request detail page and advance status only along allowed transitions.

Request analysis

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Read project History

Available

See scope and request events recorded for a project or a single request.

Open a project → History for project-level events. Open a request → Activity for request-specific events.

Projects

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Send a client approval page

Available

Publish a live approval page, preview it, then copy the secure link or send it by email.

Add or paste the client request, compare it with the confirmed Original scope, and classify it as Included, Additional work or Need more information. Confirm client price and delivery impact when applicable, review the client-safe message, then prepare an editable approval draft on Request → Approval. Publish the approval page, preview the client page, then copy the secure link or explicitly choose Send by email. Wait for the client to Approve additional work, Keep original scope, or Ask a question. Publishing creates the live approval page. ScopePaid does not automatically email the client. Copy the link for manual sharing or choose Send by email.

Approval links

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Disable an approval link

Available

Revoke or regenerate an approval link from Request → Approval.

Open Request → Approval, then use More options / Manage approval links to Revoke or Regenerate the active link.

Approval links

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Run an AI-assisted review

Available

Explicitly select Analyse with AI on a request. Suggestions stay drafts until you review them.

Open a request and choose Analyse with AI. Review every suggestion before applying.

AI Scope Assistant

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Understand in-scope, out-of-scope and ambiguous suggestions

Available

AI proposes a classification; you decide what to keep, edit or discard.

Treat AI labels as drafts. Confirm against your locked baseline before sending to a client.

AI Scope Assistant

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Review confidence and assumptions

Available

Treat confidence and assumptions as guidance. Verify against your baseline.

Low confidence or missing assumptions means review manually before publishing.

AI Scope Assistant

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Edit AI suggestions

Available

Classification, effort, timeline and copy suggestions remain editable by the owner.

Edit fields on the request before applying AI output or creating an approval page.

AI Scope Assistant

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Apply a classification

Available

AI never applies automatically — use the explicit apply action after review.

After review, apply the classification you accept. Manual classification never uses AI quota.

AI Scope Assistant

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Use AI approval-page copy

Available

Draft client-facing titles and summaries, then review before publishing.

Generate draft copy on the request, edit it, then move to Approvals to publish.

AI Scope Assistant

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Understand AI-assisted review limits

Available

Free Starter includes one AI-assisted review total (one-time; does not reset monthly). Solo and Studio include a monthly AI-assisted review allowance (UTC).

Check Plan & usage for remaining AI-assisted reviews. Free is a one-time allowance. Solo and Studio reset at the UTC period end.

AI Scope Assistant

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Understand regeneration limits

Available

Each request has a regeneration cap in addition to the workspace AI-assisted review limit.

If regeneration is blocked, continue with manual edits on the same request.

AI Scope Assistant

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Continue manually after the AI limit is reached

Available

Manual classification and approval drafting remain available when AI is paused.

Classify and price the request yourself, then prepare the approval page as usual.

AI Scope Assistant

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AI privacy and review requirements

Available

Relevant text may be sent to the configured AI provider. Owners must review all outputs.

Never send unreviewed AI text to clients. You remain responsible for final copy and pricing.

AI Scope Assistant

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Billing and plan upgrades

Available

Upgrade from Free Starter to Solo or Studio through secure Lemon Squeezy checkout. Paid access updates after verified billing confirmation.

Open Pricing or Plan & usage → Upgrade to Solo or Studio → complete Lemon Squeezy hosted checkout → return to ScopePaid. Plan access updates after verified webhook processing, not from the browser redirect alone. Lemon Squeezy is Merchant of Record; ScopePaid does not store full payment-card details. Active paid subscriptions can use Manage billing where available.

Billing

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Email notifications by plan

Available

Free includes in-app alerts and essential client-decision email notifications. Solo and Studio add broader optional owner email notifications when delivery is configured.

Free: in-app approval activity, essential client-decision email notifications, and Send approval links to clients by email when configured. Solo/Studio: broader optional owner email notifications and workflow reminders. Publishing an approval page does not automatically email the client.

Notifications

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Setup in progress

No setup-in-progress articles match that search.

Coming soon

Export an approval record

Coming soon

PDF export is not available yet.

Exports

Status documentation only

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