Discovery & scope baseline

Before you sign a contract, agree the scope precisely. From a lead, open Discovery & scope to capture requirements as line items — each with a priority (Must/Should/Could/Won't), acceptance criteria and a 3-point estimate — plus assumptions and a client-dependency list with due dates.

Capture scope
items + estimates
Management sign-off
CEO / Manager
Client approves
no-login link
Baseline frozen
= Exhibit A
  1. 1Open a lead → Discovery & scope. Add scope items with estimates, plus assumptions and client dependencies.
  2. 2Set the contract model (fixed / time & materials) and an hourly rate to price the effort.
  3. 3Management approves, then copy the client link and send it — the client reviews and approves without logging in.
  4. 4Once both approve, press Freeze baseline. The signed scope becomes the contract's record.
The client-dependency list is your anti-delay evidence: if the client is late providing something, it's logged with a due date.

Try it on your own company's data — free.

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