Getting started with Clarifeed

From sign-up to your first protected scope document in under 5 minutes.

01

Create your account

Sign up with your email — no credit card required. You'll be generating your first scope document within a minute.

Every new account starts with a 10-day free trial of Pro, so you can try the whole toolkit before you decide.

02

Set up your workspace

A short onboarding asks how you work — your main engagement type, your typical rate, the tone you prefer. Clarifeed uses it to pre-fill the generator so every document starts closer to done.

Your projects live in a space. Keep everything in one, or split clients into separate spaces later.

StrategyResearchContentAdvisoryUX
03

Generate your first scope document

Pick one of twelve engagement types, describe the project in plain language, and choose the client relationship and length.

Clarifeed calibrates the tone — firmer for new clients, warmer for ones you know — and returns a precise document in about 90 seconds: deliverables, revision limits, out-of-scope triggers, and a communication protocol.

Open the generator
Strategy projectNew client
04

Share it with your client

Download a clean PDF for your kickoff email, or copy the document straight into Google Docs.

Save it to a project and you get a read-only share link — your client opens it in the browser and acknowledges it, no login required.

PDFShare link
05

Log changes as they come

When a client asks for something new, log it. Clarifeed assesses it against your scope — in scope, borderline, or out of scope — and hands you the exact words to respond, in firm, balanced, or warm.

Every change you log builds your paper trail, so there's never an argument about what was agreed.

Borderline
FirmBalancedWarm
06

Review your insights

After a few projects, Engagement Intelligence shows your patterns: scope changes per engagement type, your boundary-held rate, and how much unbilled work you've absorbed.

A weekly plain-language report points to specific findings about your work — so you can price the next project better.

See Insights

Ready to protect your first engagement?

Generate your first precise scope document in 90 seconds. No card required.

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