Keep SOWs and engagement terms consistent and approved

Reduce revenue risk from vague scope — without wrapping every deal in bureaucracy

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7-day trial, then $79/month

Where advisory margins get fragile

SOWs drift from the master template engagement by engagement
Partners see drafts too late — after the client already has a PDF
Proposals and engagement letters fall out of sync on fees or scope
High-value work exposed to vague scope and handshake edits

Operational rigour that fits partner-led firms

You align delivery and commercial before paper hits the client: approvals on what matters, versions that tell a straight story, and ownership that survives partner churn.

Sign-off before client-facing SOWs

Route drafts through the people who own delivery and risk — without freezing the pursuit.

Version lineage from proposal to signature

Every iteration stays tied so “what we signed” isn’t a mystery in month six.

Clear ownership per engagement

Know who owns renewal, escalation, and commercial relationship alongside the legal record.

Approval before sending: Partners and leads review before SOWs go external.
Version control: One chain from draft SOW to signed engagement.
Ownership: Accountability for each client relationship and paper.
Audit trail: Who saw what before signature — without heavyweight tooling.

Concrete examples

Statements of work

Engagement letters

Change requests

Client contracts and renewals

Bring SOW discipline without enterprise overhead

Growth matches partner-heavy teams — flat pricing across practices.

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7-day trial, then $79/month · See all plans

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