Scoped
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The professional services CRM that remembers week one

Your team should still know in week six what it learned in the first three discovery calls. Scoped keeps the client, the agreed scope, and the engagement in one record, so that knowledge doesn’t depend on who was in the room.

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  • Past engagements stay on the client
A consultant sketches a process diagram on a whiteboard while two colleagues watch from a meeting table

From the referral to the final readout, on one record.

Clients pay for what you remember about them. Scoped keeps the proposed deal and its amount, the engagement it becomes, and everything the team learned along the way on the client, whether the work is a strategy engagement, a year-end, or a monthly advisory retainer.

Reply before the other 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 sales pipeline board the day it comes in, with stages you name and the proposed amount on the card once there is one. A won opportunity becomes the engagement with the client already attached. Nothing is retyped.

The proposal itself still goes out from the tools you use today. Scoped keeps everything around it: 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.

Answer the extra workshop with the scope in front of you

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 scope note 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 usually means time and billing, and those can stay where they are. Scoped is the record underneath: who owns what, what changed, and what’s waiting on whom. The Focus view shows each associate what’s waiting on them across every engagement, so the partner isn’t the routing layer. Finished engagements are archived; the client keeps the history, and whoever runs next year’s work reads this one first instead of starting from zero.

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 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 when the partner is back, the record shows what the associate went into the call knowing.

Connect Claude Code or Codex 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. Keep what the firm knows on the record, where every partner, associate, and assistant can read it, not in one partner’s inbox.

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 Claude Code or Codex 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 three people, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace, not per seat.

What 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.

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 firms like yours run it

A consultancy, an accounting practice, and a fractional CFO: 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 bookkeeping 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 monthly board deck that never loses the thread

A three-person fractional CFO practice

The practice keeps each retained client on one page: each month’s board deck as its own project, the open questions from the last board meeting, and the starred note on which director watches cash runway. Say a founder asks for a one-off fundraising model. It goes on the pipeline as a new deal on the same client, so the retainer and the project share one history.

  • Stages: Intro, Scoping call, Proposal out, Retained
  • Each month runs close review, board deck draft, partner review, board meeting, follow-ups
  • A partner asks: what did each board ask for last month, and which of those follow-ups are still open?

Works with Claude Code and Codex, whichever your associates already use.

Two named setup paths for AI assistants, each maintained and tested, plus your whole workspace to export whenever you want it.

Claude CodeAdd Scoped to Claude Code, sign in once, and it works in the one workspace you picked.CodexAdd Scoped from the Codex command line, then approve the connection in your browser.Bring your dataImport projects and issues from a supported CSV export, with a note of anything that didn’t come across.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

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

Next Tuesday, Monday’s referral is on the board with the intro-call notes, the former sponsor’s EMEA email gets an answer fifteen minutes after it lands, and the associate covering the sponsor call reads the client’s page instead of texting the partner on leave. Start with the ten clients that matter this quarter. Scoped takes an afternoon to set up.

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