Send the assessment
Collect the prospect's scope, transaction volume, complexity, service needs and supporting information through your branded intake experience.
How It Works
One connected path from prospect to profitable client.
See how ScopeLynx preserves the assumptions behind every fee, validates them against the actual work and surfaces when an engagement needs attention.
The ScopeLynx lifecycle
Eight steps. One connected economic record.
The goal is not simply to create a quote. It is to preserve the assumptions behind that quote so the firm can later determine whether the engagement is still working financially.
1
2
Evaluate the evidence
Bring assessment answers and uploaded documents together to identify workload, complexity and missing-information signals before pricing.
3
Calculate the true estimated cost
Estimated hours by work type are combined with your internal labor costs and allocated overhead to establish the expected cost of serving the engagement.
4
Build the recommended fee
Your target economics, minimum fee and pricing rules turn estimated cost into an explainable recommendation. The firm remains in control of the final decision.
5
Review, approve and quote
Approve the recommendation, intentionally adjust it when appropriate, request more information or decline. Then send the prospect a professional quote.
6
Freeze the engagement baseline
When the quote becomes a client, ScopeLynx preserves the accepted fee, scope, expected hours, estimated cost, profit and margin as the original benchmark.
7
Validate after 90 days
Compare the baseline with the work actually being performed. See whether workload, cost and margin are tracking with the assumptions used to price the engagement.
8
Protect profitability over time
Six-month and annual reviews identify scope growth, margin erosion and potential pricing gaps so the firm can decide when an engagement needs attention.
Why the lifecycle matters
The quote is the beginning of the profitability story.
Client work changes. Transaction volume grows. Complexity increases. Extra requests become routine. ScopeLynx gives the firm a way to compare what it originally agreed to with what it is actually delivering.
What stays connected
- Original assessment and scope
- Pricing assumptions and recommended fee
- Accepted client fee and engagement baseline
- Actual workload and profitability reviews
- Scope changes and pricing opportunities