From your first scope document to your first logged change request — everything you need to know in under 5 minutes.
Click 'New scope' on your dashboard, or open a project and click 'Generate scope document'.
Select your engagement type — there are 12 to choose from, covering strategy, research, content, UX, advisory, and more.
Describe the project in plain language. The more specific you are, the more precise your scope document will be.
Choose your client type (new, existing, or referred) and your engagement length. Clarifeed uses this to calibrate the tone — firm for new clients, warmer for existing ones.
Click Generate. Your document appears in 90 seconds.
If you generated from inside a project, Clarifeed saves the document automatically — click 'Back to project' to see it in the timeline.
Generating a standalone document instead? Click 'Save to project' in the output panel and Clarifeed files it under a project, creating one if you don't have it yet.
Your scope document is saved as version 1. Every amendment you generate later becomes version 2, version 3, and so on — all stored in your project timeline.
Click 'Download PDF' in the output panel to get a professionally formatted document to attach to your kickoff email.
Or click 'Copy to clipboard' and paste it directly into Google Docs to customise the formatting.
Once it's saved to a project, open the project timeline and click 'Share link' on the document to send a read-only URL your client can view in their browser — no download needed.
When a client asks for something that might be outside your brief, open the project and click 'Log scope change'.
Describe what they asked for. Clarifeed assesses it against your original document — in scope, borderline, or out of scope — and tells you which clause applies.
You get three pre-written response messages: firm, balanced, or warm. Pick the right tone for the relationship, edit if needed, and send.
After 3 completed projects, your Engagement Intelligence dashboard unlocks.
It shows you: average scope changes per engagement type, your boundary held rate, how much work you've absorbed without charging, and how you compare to other Clarifeed users.
Every week, Clarifeed generates a plain-language pattern report — specific findings about your work, not generic advice.
Generate your scope document before the kickoff call, not after. Send it as part of your project confirmation email so the client sees it before work starts.
Be specific in the project description. 'Brand strategy for a B2B SaaS company targeting mid-market HR teams' produces a better document than 'brand strategy project'.
Log every scope change, even the ones you absorb. The data builds your pattern intelligence and shows you exactly where scope creep is costing you.