Assess
Capture the real scope, volume, complexity and evidence behind the work.
Features
Protect the economics of every client engagement.
ScopeLynx connects assessment, cost-based pricing, quoting and recurring profitability reviews in one system built for accounting firms.
Price
Calculate true delivery cost and build the fee around your target economics.
Validate
Compare the original assumptions with the workload the engagement actually requires.
Protect
Spot scope drift, margin pressure and pricing gaps before they become permanent.
Assess
Start with evidence, not a guess.
Send a branded assessment that captures scope, volume, complexity and the documents your team needs. ScopeLynx organizes that information into a clearer picture of the work before anyone decides what to charge.
Assessment intelligence
- Configurable prospect questions
- Document uploads and analysis
- Scope and complexity signals
- Request-more-information workflow
Price
Build the fee from the economics of the work.
Estimate hours by work type, apply your internal labor costs and allocate overhead. ScopeLynx then uses your target economics and pricing rules to produce an explainable recommended fee instead of relying on instinct alone.
Estimated cost$742
Recommended fee$1,140
Expected margin34.9%
Quote
Turn the pricing decision into a professional proposal.
Review the recommendation, make an intentional adjustment when needed, and send a quote built from the same scope and economics used during pricing. When accepted, those assumptions become the engagement baseline.
Decision control
- Recommended fee and pricing rationale
- Review and adjustment workflow
- Professional client quote
- Accepted scope and economics preserved
Validate
Find out whether the original assumptions were right.
At 90 days, compare the expected workload, cost, profit and margin with what the engagement is actually requiring. You can see early whether the fee still makes sense while there is time to act.
90-day validation
- Baseline vs. actual workload
- Expected vs. actual cost
- Expected vs. actual margin
- Clear variance and review signals
Protect
Keep watching after the first 90 days.
Six-month and annual reviews surface scope growth, margin deterioration and revenue leakage. ScopeLynx keeps the original engagement economics connected to what the client requires today.
Ongoing profitability protection
- 6-month profitability review
- Recurring annual reviews
- Scope-change visibility
- Revenue recovery opportunities
Act
Know which engagements need attention first.
The Action Center brings pricing gaps, review needs and profitability risks together so your team can focus on the engagements where a decision could have the greatest financial impact.
Action Center
- Pricing review priorities
- Upcoming lifecycle reviews
- Scope and margin warnings
- Revenue recovery visibility