Scope reviews for agencies & managed IT providers

Know what’s
in scope.
Agree what’s next.

When client requests change, compare them with what you agreed to deliver. ScopeTether helps you separate included work, questions to clarify and changes to approve — with evidence for each decision.

Discuss a scope question ↗See a sample review

Start with a 15-minute conversation. No commitment or client documents needed.

Agency project / fictional example

“Could you also add
a second language?”

The original scope covers one language. The new request needs a separate estimate and written approval before work starts.

Original scopeOne language
New requestChange to agree
Next stepRequest approval

Outside scope does not automatically mean billable.

01 / Compare the request with the agreement02 / Make the evidence clear03 / Decide before more work or billing
One problem. Two practical starting points.

Where does extra work slip through?

A focused review of the exceptions that still need a human decision.

FOR WEB & E-COMMERCE AGENCIES

Before “one more thing”
becomes more unpaid work.

A new page, an extra integration, another revision round. Compare requests on one active project with the proposal, agreed revisions and approved changes.

  • Separate included work from changes to discuss.
  • Link each finding to the request and agreed scope.
  • Prepare a change summary for client approval.
Discuss a project scope question ↗See an agency example

For fixed-fee projects and maintenance work. You set the price and approve every client message.

FOR MANAGED IT SERVICE PROVIDERS

Before the next
billing review.

Support, project work or an unclear exception? Compare one client’s service tickets with the applicable agreement and available approval evidence.

  • Identify included work and agreement exceptions.
  • Flag missing approval or contract information.
  • Create a traceable queue for your billing reviewer.
Discuss a billing exception ↗See an MSP example

Works from an agreed export. You retain billing decisions and your existing PSA.

Explore a sample deliverable

Open a case. Follow the evidence.

Switch between an agency project and an MSP review. Record a decision, add a note, then export the reviewed rows.

Fictional interactive example: all cases and suggested reasoning are prewritten. This demo does not analyse documents or run an AI model. No client upload or live integration is connected. Decisions stay in this page’s memory until reset or reload.

0 of 3 cases reviewedHuman decision required · No client message or invoice is sent
How a focused review works

From a scope question to a documented decision.

01 / DEFINE THE DECISION

Bring one recurring problem

Start with a short description of the problem. If there is a fit, ScopeTether proposes a defined review with clear inputs, deliverables, acceptance criteria and a fixed fee.

02 / REVIEW THE EVIDENCE

Use a limited, agreed sample

After agreeing handling and a secure transfer method, share only the necessary scope, request and approval records. No system credentials or live integration are needed.

03 / CHOOSE THE NEXT STEP

You keep the client relationship

Use the review to clarify a request, prepare a change estimate or resolve a billing exception. You approve prices, client communications and any invoice.

Start with a conversation

One scope question.
A clear next step.

Describe a request that is difficult to classify. In a free 15-minute introductory call, ScopeTether will help clarify the review you need and whether a focused engagement is a good fit.

Arrange a 15-minute call ↗

Opens your email app to arrange a time. English or French. Share a short description first; please do not send client documents or credentials.

If a focused review is useful

Start with one agency project, or one MSP client and a defined billing period. The review covers up to 20 requests or tickets and includes:

  1. A review table tied to sources.
    Included work, changes to discuss and questions to clarify, with the reason and any missing evidence.
  2. A one-page action summary.
    Prioritised next steps and a draft change summary where relevant.
  3. A 20-minute handover.
    Walk through the findings before you decide what to do.
Defined review: US$400

The introductory call is free. The review is a separate paid service. Scope, delivery date, handling of your data and payment terms are agreed in writing before work starts. No subscription.

Before we start

Practical questions

Is this software, a service, or both?

ScopeTether provides a focused, human-reviewed service. The interactive example shows the intended review format. This page is not a production analysis platform, and it does not connect to your PSA, project tools or client systems.

What makes a useful first review?

An agency project with an agreed proposal and a small set of later requests, or an MSP client with an applicable service agreement and a defined period of tickets. ScopeTether confirms the necessary records and the review scope before you commit.

Can I upload contracts or client messages here?

No. Start by describing the problem without identifying clients. A review using your records requires agreed handling terms, a secure transfer method, a retention period and a limited, preferably redacted dataset.

Does a flagged request mean the client owes us money?

No. Coverage, client approval, agreed rates and commercial decisions are separate questions. The review supports your decision; it does not establish a legal entitlement to payment or guarantee additional revenue.

What happens after the review?

You receive the agreed deliverables and decide whether another review would be useful. There is no subscription or obligation to continue. We agree any further work separately.

What does the demo store?

Sample decisions and notes stay only in browser memory and disappear on reload. Export creates a file on your device. This page contains no analytics or tracking scripts; hosting infrastructure may process standard access logs. Email enquiries are handled through OVHcloud and may be managed in Gmail.

Have one scope question that keeps coming back?

Describe it in a few lines. Start with a short conversation about the decision you need to make.

Discuss your scope question ↗

contact@scopetether.com · English / Français