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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
AvailableSign 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
Start free →Build an approved scope baseline
AvailableAdd 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
Start free →Create and classify a change request
AvailableCapture 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
Start free →Move a request through status workflow
AvailableUse allowed transitions and review status history.
Open the request detail page and advance status only along allowed transitions.
Request analysis
Start free →Read project History
AvailableSee 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
Start free →Send a client approval page
AvailablePublish 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
Start free →Disable an approval link
AvailableRevoke 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
Start free →Run an AI-assisted review
AvailableExplicitly 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
Start free →Understand in-scope, out-of-scope and ambiguous suggestions
AvailableAI 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
Start free →Review confidence and assumptions
AvailableTreat confidence and assumptions as guidance. Verify against your baseline.
Low confidence or missing assumptions means review manually before publishing.
AI Scope Assistant
Start free →Edit AI suggestions
AvailableClassification, 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
Start free →Apply a classification
AvailableAI 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
Start free →Use AI approval-page copy
AvailableDraft 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
Start free →Understand AI-assisted review limits
AvailableFree 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
Start free →Understand regeneration limits
AvailableEach 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
Start free →Continue manually after the AI limit is reached
AvailableManual 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
Start free →AI privacy and review requirements
AvailableRelevant 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
Start free →Billing and plan upgrades
AvailableUpgrade 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
Start free →Email notifications by plan
AvailableFree 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
Start free →Setup in progress
No setup-in-progress articles match that search.
Coming soon
Export an approval record
Coming soonPDF export is not available yet.
Exports
Status documentation only
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