What problem does it solve?
Scope management across the lifecycle of a legal matter ensures baselines are maintained, changes are captured, and client outcomes are predictable, reducing budget surprises and misaligned work.
Core Features & Use Cases
- Standard scope summary that captures the 3-5 key assumptions at matter setup and flags changes for review.
- Simple OOS list to log out-of-scope items with source references and client-facing drafts.
- Client communication drafts that transparently present scope changes and recommended next steps.
- Extended scope management including a full scope register, fortnightly pulse checks, and scope retrospective at matter close.
- Cross-skill handoffs to budget, timeline, and risk-management workflows for cohesive matter governance.
- M365 connected mode capabilities to surface scope signals from emails, auto-capture source references, and draft OOS entries for review.
Quick Start
Provide the matter's baseline scope data (engagement letter or scope proposal), and the skill will generate a baseline scope summary and the initial OOS framework, ready for review.