Scopey

Scopey is a revolutionary AI-driven tool designed to tackle one of the most persistent challenges in project-based work: scope creep. It transforms the traditionally static and time-consuming process of quoting and scoping into a dynamic, collaborative, and profitable experience. By providing a centralized platform for creating detailed scopes, generating smart quotes, and tracking changes in real-time, Scopey empowers businesses to protect their profits, enhance client transparency, and focus on growth rather than administrative overhead.

The platform is particularly beneficial for industries where project requirements frequently evolve, such as construction, field services, and digital agencies. It addresses the core problem of unbilled work and unclear specifications by ensuring every change request is documented, priced, and approved. This not only prevents revenue loss but also turns potential conflicts into opportunities for upselling and strengthening client relationships.

How to use Scopey

Using Scopey is a straightforward process designed for efficiency and clarity. Here’s a typical workflow:

1. Create Scopes and Quotes in Minutes: Start by using Scopey's AI-powered engine to quickly draft a detailed scope of work. You can leverage the Service Component Library to pull in pre-defined services, tasks, and materials with standardized pricing, ensuring consistency and speed.
2. Generate Smart, Collaborative Quotes: The platform generates professional, client-ready quotes that are more than just static documents. They are live and collaborative, allowing clients to see exactly what is included. Scopey's AI also suggests optional services and add-ons, making upselling a natural part of the process.
3. Track Client Changes in Real Time: Once a project is underway, Scopey automatically detects and logs change requests from various communication channels like emails. This ensures no request is missed and that everything is documented for approval.
4. Secure Approvals with E-Signatures: When changes or initial scopes are ready for approval, clients can review and sign them electronically. This secure and legally binding process speeds up decision-making and gets work started faster.
5. Integrate with Your Existing Tools: Connect Scopey with your favorite project management and CRM systems like Jira, Asana, Xero, and HubSpot to create a seamless workflow from sale to delivery.

Core Features of Scopey

• AI-Powered Scope Creation: Drastically reduces the time spent on manual drafting by using AI to generate comprehensive and accurate scopes of work.
• Smart Quoting & Intelligent Upselling: Creates precise quotes and automatically identifies opportunities to offer valuable optional services, increasing the average project value.
• Real-Time Change Tracking: Automatically captures and logs project variations as they happen, preventing scope creep and ensuring all work is accounted for.
• Service Component Library: Enables businesses to productize their services by creating a reusable library of tasks and components with standardized pricing, ensuring team-wide consistency.
• Digital Signatures: Streamlines the approval process with integrated, secure e-signatures for quotes and contracts.
• Seamless Integrations: Works with popular tools like Xero, ClickUp, Asana, Jira, HubSpot, and Salesforce, with options for custom integrations.
• Client Collaboration Portal: Provides a transparent, client-facing platform where all parties can stay aligned on project scope, changes, and costs.

Use Cases for Scopey

Scopey is versatile and valuable for various businesses:

• Construction and Field Teams: Manage unexpected material changes, new site requirements, and compliance updates. Instantly generate and approve change orders on-site, ensuring budget overruns are avoided.
• Digital and Creative Agencies: Handle evolving client feedback and additional feature requests in web development or marketing campaigns. Clearly define what's in and out of scope to maintain project timelines and profitability.
• Freelancers and Consultants: Productize services and create professional, consistent quotes quickly. Avoid awkward conversations about extra work by making change requests a transparent, pre-approved process.

Advantages of Scopey

By using Scopey, businesses gain a significant competitive edge. The primary advantage is the direct impact on the bottom line by eliminating unpaid work and increasing revenue through structured upselling. It saves hundreds of administrative hours annually, allowing teams to focus on billable activities. Furthermore, it fosters trust and transparency with clients, leading to better relationships and smoother project delivery. The ability to productize services also makes business operations more scalable and efficient.

Pricing and Plans

Scopey offers a flexible pricing structure to suit different team sizes, with a 30-day free trial available.

• Pro Plan: $19/USD per month. Designed for individuals and freelancers (1-2 team members). Includes unlimited quotes/scopes and 5 eSignature contracts.
• Team Plan: $99/USD per month. Ideal for small teams (3-9 team members). Includes all Pro features plus 10 eSignature contracts and priority support.
• Custom Plan: For larger teams of 10+ members. Offers custom eSignature contracts, priority support, custom integrations, and strategic input on the product roadmap. Pricing is available upon request.

An optional custom onboarding service is also available to help teams set up their service library and get started quickly.