Protect margins from scope creep
Catch missing fees from unscoped work, partners want clear boundaries to prevent conflicts, and practice managers aim to boost margins and cut write-offs.
Get proactive signals when client needs evolve
“We don't know what we should be doing for this client”
Clients' circumstances change, but services don't keep up. Valuable work goes undelivered because no one spots the need.
Track what's been delivered vs. what's been documented
"Unscoped advice creates risk exposure"
Work delivered outside scope is often undocumented; that's liability without protection.
Get instant context on whether requests are in or out of scope
"Saying yes is easier than stopping to assess scope"
Without real-time signals, boundary-setting relies on memory instead of systems.
Systematic opportunity detection replaces partner recall
"We rely on memory and initiative to spot opportunities"
Upsell and cross-sell depend on partners remembering a pattern, a change, or a conversation.
Scopekeeper connects the dots automatically
"Revenue opportunities are scattered across the firm"
Signals live in tax returns, emails, meetings, and staff knowledge. Unless someone connects them, opportunities remain unrealised.
Engagement drift detection shows when terms need updating
"Our engagements don't keep up with client behavior"
Clients grow and ask for more, but engagement terms stay static. Scope drifts until relationships become mispriced.