Scoped
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The professional services CRM that remembers week one

The client, the proposal, and the engagement stay on one record, so week six still knows what week one learned.

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  • Past engagements stay on the client
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Scoped is a professional services CRM for consultancies and advisory firms. It keeps the client, each proposal and its amount, the engagement a won proposal becomes with the SOW summary beside the work, and who owns the next deliverable on one record, so what the team learned in discovery is still on the client in week six. Partners, associates, and the assistant you connect read the same page, and finished engagements stay there for the follow-on.

From the proposal and statement of work to the renewal, on one record.

Clients pay for what you remember about them. Scoped puts professional services CRM and project management on the same client: the proposal and its amount, the engagement it becomes, and everything the team learned along the way, whether the work is a strategy engagement, an IT rollout, a year-end, or a monthly advisory retainer.

Reply to the follow-on inquiry before another firm asks for a call

Say a former sponsor emails on a Tuesday afternoon: “We’re thinking about doing something similar for the EMEA team. Any capacity in Q1?” Another firm is already on that shortlist. Make sure the first useful reply is yours.

That’s what a professional services CRM should do: open on the last engagement, not on a thread in someone’s inbox. Put each new opportunity on one board the day it comes in, with stages you name and the proposed amount on the card once there is one. A won proposal becomes the engagement with the client’s page already attached. Nothing is retyped.

The proposal and the statement of work still go out from the tools you use today. Scoped keeps everything around them: the amount, the discovery notes, who owns the follow-up, and whether it has gone quiet. The $58,000 proposal that has been quiet for twelve days sits on the board where the partner can see it, not in the sent folder of whoever wrote it.

Next Tuesday. The email lands at 2:10. You open the client’s page: the sponsor and every stakeholder, the last engagement with its phases and deliverables, the notes your team starred, the amount you proposed last time. At 2:25 your reply goes out with what was agreed, what shipped, what was parked, and a starting figure, while the other firm is still asking for a call.

See the sales pipeline

Try it: drag the $84,000 card to Won.

The pipeline for an advisory firm, in the stages its partners use, with the amount on every opportunity that has one.

Run every engagement with the statement of work beside it

The first discovery call is the most valuable hour of the engagement, and it usually dies in a notebook. In Scoped the note from that call sits on the client, and when the proposal is won, the engagement opens on that same client: your team adds the phases you already run, each deliverable a task with an owner and a status, and the SOW summary and the agreed amount sit on the same record as the work. The scope stops living only in a PDF nobody opens after kickoff.

So when the client asks for “one more workshop” in week five, your engagement lead opens the engagement, sees the scope beside the work, and answers in the same breath: happy to, and here’s what it adds. That is the difference between scope creep and an addendum.

Engagement management software often means timesheets and billing rates. Scoped doesn’t track time or bill hours, so those stay where they are. It is the professional services project management underneath: who owns what, what changed, and what’s waiting on whom. The Focus view shows each associate the work assigned to them across every engagement, so the partner isn’t the routing layer. Finished engagements are archived, and whoever runs next year’s work reads this one first.

See Projects
Three women work around a wooden table with laptops, coffee and a printed page, seen from above in daylight
The won EMEA follow-on as an engagement: each phase with an owner and a status, the extra workshop noted under Recommend, and the client and amount at the top.

Let your assistant brief whoever covers the client call

Say an associate is covering a call for a partner who’s out. Twenty minutes before, she asks the AI assistant she already uses: “Catch me up on this client. What did we agree, what did we deliver, what’s still open, and what has the sponsor been worried about?” The assistant reads the client’s page and the engagement in Scoped and answers from what’s actually there, not from a summary someone wrote in March. She has it post the catch-up as a comment on the engagement, so the partner can see what she went into the call knowing.

Connect your assistant yourself, to the one workspace you choose, and approve what it may do. It can search engagements, pull a client’s history, find proposals that have gone quiet, post comments, and update the fields you allow. A read-only connection can’t change anything. Every change is recorded under the person who authorized it and the connection it came through, and you can revoke access whenever you like. Scoped doesn’t run the AI. It’s the shared record your people and your assistant both work from.

Everyone in a workspace sees all of its records, so work that has to stay walled off, like an engagement under a strict confidentiality clause, goes in a workspace of its own. The assistant reaches only the workspace you connected, and clients never get a login.

See AI assistants
A woman in white headphones reads through her notes in an armchair at a busy café table
An engagement’s activity: the assistant’s catch-up, recorded under the associate who authorized it, beside her own update.

The firm that remembers wins the renewal.

Partners get busy, associates rotate, and sponsors change jobs. A professional services CRM keeps what the firm knows on the record, where every partner, associate, and assistant can read it, and carries what the proposal promised into delivery.

One record from first call to finished jobCustomers, quotes, and jobs live together. The won quote becomes the job with the customer attached, so nothing is retyped between the sale and the work.Your AI assistant, on the real workConnect the assistant you already use to the one workspace you pick. Every change it makes is recorded under the person who authorized it, and you can revoke it at any time.Your records stay yoursExport your whole workspace whenever you want it, with no ticket and no waiting. What an export contains, and what it leaves out, is documented.Priced for the business you runFree for one person, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace with people included; more join for $9 a month each.

What professional services firms run on Scoped

The same record, set up for how a firm sells and delivers: a scoped engagement, a standing retainer, and a new client’s first weeks, each with the professional services project management it needs.

Consulting engagementsProposals, workstreams, the Friday status, and the follow-on.Client retainersEach month’s deliverables owned, and every renewal on one board.Client onboardingThe signed deal becomes the onboarding, with the client attached.

How consultancies and advisory firms run it

A consultancy, an accounting practice, and an IT services firm: their stages, how an engagement breaks down, and what they ask their assistant.

The new associate who doesn’t make the sponsor start again

A nine-person operations consultancy

Say a new associate joins an engagement the week of her first workshop. The partners put the referral on the board the day it arrived, the notes from each discovery call went on the client that day, and the won proposal became the engagement that afternoon. She reads the client’s page before the workshop instead of asking the sponsor to start again.

  • Stages: Referral, Intro call, Proposal out, Signed
  • Each engagement runs discovery, diagnose, recommend, implement, handover
  • A partner asks: what did we agree with this sponsor, and what is still open?

Year-end, with a name on every missing record

A five-person accounting and advisory practice

The practice runs each client’s year-end as a project on the client’s page, broken into the steps it already follows, each with an owner, while the books and the returns stay in its accounting software. Say a client calls in March to ask what’s still missing. Whoever answers reads the open phase and the last comment, and says so on the call.

  • Stages: Inquiry, Discovery call, Engagement letter sent, Signed
  • Each year-end runs records requested, records in, reconcile, review, file
  • The owner asks: which clients are still missing records, and who is chasing each?

A statement of work the project team can actually see

A twelve-person IT services firm

The firm sells assessments, migrations, and managed support, and every signed SOW opens as a project on the client with the agreed deliverables as phases. Say the client’s office manager asks in week three whether the second site is in scope. The project lead reads the SOW summary on the engagement and answers before the next standup.

  • Stages: Inquiry, Assessment, SOW out, Signed
  • Each project runs assessment, design, migration, cutover, handover
  • The owner asks: which SOWs have been out more than ten days, and who owns the follow-up?

Works with whichever assistant your associates already use.

Connect ChatGPT, Claude, Grok, or Gemini to the one workspace you pick, and it works from the same customers and projects your team does. Bring your work over, and take it with you whenever you want.

Scoped

“Which quotes over $10K have gone quiet for more than a week?”

ChatGPT read the pipeline and left a follow-up note on two deals.

Bring your dataMoving from another tool? We’ll help you bring projects and issues over from a CSV export.Export anytimeYour whole workspace, whenever you want it, with documented boundaries.Scoped ConnectComing soon: the desktop app that keeps your records on a database you control.
All integrations

Check the fit for your firm before the next proposal.

What partners and operations leads ask before they put proposals, engagements, and client history on one record.

Can a professional services CRM run the engagement once the proposal is signed?

Yes. When you move a proposal to Won, Scoped offers a project with the client and amount filled in, and you confirm it. Then add the phases and deliverables from the statement of work, each with an owner and a status, so the scope sits beside the work. The deal-to-project guide walks through the handoff.

Does Scoped track billable hours or utilization for a consulting firm?

No. Scoped doesn’t track time, bill hours, or report utilization, and it doesn’t write proposals or collect signatures on engagement letters. Keep your time and billing tools, and send proposals from the tool you use today. Scoped holds the client, the proposed amount, the scope notes, and who owns each deliverable. Compare the boundaries in the buying guide.

How can an advisory firm keep a confidential client engagement separate?

Everyone in a workspace sees all of its records, so put work under a strict confidentiality clause in a workspace of its own. A connected assistant reaches only the workspace you chose, can be read-only, and every change it makes is recorded under the person who authorized it. Scoped has no client portal. Read how assistant access works.

Somebody is already proposing to your client. Be the firm that remembers.

Start with the ten clients that matter this quarter and the proposal out now; add the next referral the day it lands.

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