How Scopekeeper works
1
Always-on Monitoring
Scopekeeper runs continuously in the background, analysing client communication as it happens. There’s no new workflow to learn and no extra admin for your team.
Our software works directly off the data you already generate — emails, requests, attachments, and engagement context — watching for changes in scope, risk, and opportunity. Your team keeps working exactly as they do today, while Scopekeeper makes the invisible visible in real time.
2
Out-of-scope detection
Client requests don’t become “out-of-scope” at billing time, they become out-of-scope the moment they land in your inbox. Scopekeeper detects that moment.
As soon as a request falls outside the agreed engagement terms, Scopekeeper flags it. That means your team can respond confidently and professionally *before* work is done, instead of discovering the issue months later as a write-off or awkward fee conversation.
This shifts scope management from reactive and emotional to proactive and factual; protecting margins without damaging client relationships.
3
Revenue opportunity surfacing
Most firms don’t lack services, they lack visibility around client needs.
Scopekeeper continuously analyses your entire client base to identify services clients *should* be receiving but aren’t. Changes in behaviour, complexity, structure, or activity become signals.
Instead of relying on memory, intuition Scopekeeper surfaces clear, actionable opportunities across tax planning, structuring, advisory, compliance extensions, and more.
The result is a living map of unrealised revenue across your portfolio; prioritised, defensible, and easy to act on.
4
Risk & liability protection
Unscoped work isn’t just a pricing problem, it’s also a liability problem.
When advice is given informally, undocumented, or outside a defined engagement, firms increase their exposure to disputes, complaints, and regulatory risk. Scopekeeper reduces that exposure by flagging risk at the source; the communication itself.
By identifying undocumented advice, repeated grey-area requests, and engagement drift early, Scopekeeper helps firms formalise scope changes, improve documentation, and maintain defensible records without slowing anyone down.
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