01 / 09
The Kickoff
The scope is agreed. Let's get started.
Signed baseline sealed (§ 1.1)
Nothing reaches the client until you approve.
Scope Protection for Modern Agencies
Turn scope creep into billed revenue.
Do the work you love. SyncBook makes sure every extra ask gets paid.
Client channelSlack
Maya · Lumen Collective
Can you migrate our old blog into the new CMS before launch?
Received · 11:48 pm
Incoming request captured
Sentinel scope engine
Awaiting request
Signed baseline
Lumen launch campaign · v1 signed
Every request is checked against the signed scope before anyone starts working.
Financial reconciler
Awaiting clause evidence
-
Nothing reaches the client until you approve.
Every scenario
Scope drifts in real life. SyncBook catches it.
02 / 09
Mid-Sprint Slack
Quick extra round of design revisions?
Baseline: 2 rounds · Round 3 flagged
Nothing reaches the client until you approve.
03 / 09
Client Meeting
Let's also do the app store assets.
Transcript cited · Awaiting your approval
Nothing reaches the client until you approve.
04 / 09
Late-Night Ask
Can we add a pricing page by Monday?
Outside signed scope · Addendum drafted +$1,640
Nothing reaches the client until you approve.
05 / 09
The Rush Request
Let's bring launch forward by two weeks.
Timeline change cited · Rush fee staged
Nothing reaches the client until you approve.
06 / 09
Channel Drift
Could we adapt the campaign for TikTok too?
New deliverables identified · Scope draft ready
Nothing reaches the client until you approve.
07 / 09
Retainer Creep
Hours this month: 46 / 40
Overage line staged for review
Nothing reaches the client until you approve.
08 / 09
After Handover
Can you keep maintaining it this month?
Support excluded · Maintenance scope drafted
Nothing reaches the client until you approve.
09 / 09
The Clean Close
Addendum A1 signed by client
Invoice synced · Paid
Nothing reaches the client until you approve.
Scope to pay
Your contract and your invoice, finally in sync.
Every signed line flows to billing. Anything new gets caught, priced, and waits for your approval.
Signed scope
- Brand website, 6 pagesv1 locked
- Launch campaign assetsv1 locked
- CMS migrationOut of scope, caught
Sync
Invoice INV-0142
- Brand website, 6 pages$18,000
- Launch campaign assets$6,400
- Addendum A1$1,640
Billed$26,040
BOOKIE matched the request to your contract and drafted the addendumAwaiting you
How it works
From signed scope to paid invoice, in three moves.
No new habits for your clients. No change to how you work. SyncBook sits underneath and keeps the commercial record straight.
01
Step 01
Send the scope. Lock the baseline.
Build a priced scope ledger and send it as a proposal. The moment your client accepts, every line is sealed. The baseline can't be edited by anyone.
Signed baseline · locked
§ 1.1Campaign design and buildIncluded
§ 3.1Two revision roundsIncluded
§ 4.2CMS migrationExcluded
02
Step 02
Work happens. SyncBook watches.
Forward client emails, paste meeting notes, or let BOOKIE monitor. Anything that drifts past the signed scope is flagged with the evidence attached.
Sentinel · listening
SlackCan we add a pricing page by Monday?Flagged
EmailQuick note on the hero copyIn scope
MeetingLet's also do app store assetsFlagged
03
Step 03
Approve the change order. Bill it.
Drift becomes a priced draft addendum. You review, edit and send. When it's approved, it flows straight into the next invoice. Nothing bills that wasn't agreed.
Change orders · awaiting you
A1Pricing page · 8.2 h × $200+$1,640
A2App store assets · 6 h × $200+$1,200
Approve & stageLog goodwill
Live demo
The Scope Ledger, in action.
This is the record underneath every engagement. Signed lines stay sealed, drift gets flagged with evidence, and a priced change order is one click away. Try it: stage the addendum below.
Website Relaunch · Northline Co.
Scope Ledger
- Brand strategy & positioning$6,800
- Website design · 8 templates$9,600
- CMS build & launch$4,200
Contract value$20,600
Out-of-scope request detected
“Can we also get a landing page for the app?”, from an email on Tuesday. Not in the signed scope.
Interactive demo · nothing is sent
BOOKIE Sentinel
Watch BOOKIE catch money in flight.
A client asks for more. BOOKIE checks it against the signed scope, prices the gap, and drafts the change order. You decide.
Client channelSlack
Maya · Lumen Collective
Can you migrate our old blog into the new CMS before launch?
Received · 11:48 pm
Incoming request captured
Sentinel scope engine
Awaiting request
Signed baseline
Lumen launch campaign · v1 signed
Every request is checked against the signed scope before anyone starts working.
Financial reconciler
Awaiting clause evidence
-
Nothing reaches the client until you approve.
Key features
Four controls. One source of truth.
Gain full control over the commercial side of every engagement, from the first signed line to the final invoice, without changing how you talk to clients.
A baseline nobody can rewrite
When your client accepts, every line, rate and exclusion is sealed with a fingerprint. Not by you, not by them, not by an AI.
Drift, noticed early
Paste in an email or meeting notes. SyncBook compares it to what was signed and flags anything that's new work.
Change orders in one click
New work becomes a priced addendum draft, ready for you to edit. You choose if and when it goes to the client.
Invoices that trace back
Every invoice line points to a signed item or an approved addendum. Retainers prepare themselves as drafts.
Leakage simulator
Every “quick favour” has a price.
Pick your kind of business and switch on the requests you've said yes to this year. That's the work you did for free.
Signed engagement: $60,000
Done for free
$5,600
Margin given away
9.3%
SyncBook drafts
Addendum #1 · Creative agency
- An extra round of revisions on the homepage$2,400
- “Quick” social asset pack for launch$3,200
Recovered+$5,600
Staged as a draft. You review it, then decide whether the client ever sees it.
Built for your practice
Different disciplines. The same scope trap.
Illustrative engagement examples, not measured customer averages. Recovery depends on owner review and client agreement.
Creative Studios
Unbilled design revision rounds
At risk · illustrative
$2,400
Potential addendum · if approved
+$2,400
Technical Consultancies
Spun-up microservice prototypes
At risk · illustrative
$4,500
Potential addendum · if approved
+$4,500
Architecture Studios
Permit drawing alterations
At risk · illustrative
$3,600
Potential addendum · if approved
+$3,600
Fractional Executives
Unplanned board preparation
At risk · illustrative
$2,500
Potential addendum · if approved
+$2,500
Hypothetical scenario based on typical agency billable rates. SyncBook does not guarantee revenue recovery. Commercial outcomes depend on signed contracts, client agreements, and owner approval.
What it replaces
Four tools that never talk. Replaced by one ledger.
Your proposal tool doesn't know what you invoiced. Your invoicing tool doesn't know what you signed. SyncBook is the record underneath all of it.
Proposals & e-signaturePandaDoc, DocuSign Signed scope becomes the live ledger
InvoicingHarvest, FreshBooks Invoice lines traced to signed items
Scope trackingSpreadsheets, Slack threads Drift flagged against the baseline
AI draftingGeneric chat assistants Agents read your ledger, draft only
Pricing
Priced like a tool. Pays like a hire.
Choose the plan that matches the pace and size of your practice. Upgrade or downgrade any time.
- 1 active engagement
- 3 AI scope reviews / month
- Traced invoicing
- 1 seat
- Unlimited proposals
- Scope ledger & drift detection
- 5 active engagements
- 25 AI scope reviews / month
- Everything in Solo
- Up to 5 seats
- Retainer automation
- 150 AI scope reviews / month
FAQ
Questions, answered straight.
The short version: SyncBook drafts, you approve. Here's the longer version.
No. Every proposal, addendum, invoice and client email is staged as a draft and waits for your explicit approval. SyncBook prepares the paperwork. You decide what leaves the building.
Nothing reaches a client without your approval
Get paid for everything you agreed to.
Lock your first baseline in under ten minutes. The next “quick favour” pays for the year.