Advisory & client services

Scope

For independent consultants

Drafts proposals and SOWs, keeps client follow-ups on track, preps you for every meeting, and runs the invoicing math.

Coming soon $79 / month Set up in 5 minutes
Scope bot · online
  1. Draft the SOW for Redgate off the call notes.
  2. Drafted the SOW: four phases, twelve weeks, £68k.
  3. Listed two assumptions I could not confirm rather than guessing them.
  4. Draft SOW ready — four phases, twelve weeks, £68k. Two open questions flagged: data access timing, and whether the Sydney team is in scope.
  5. Send it
  6. Saved to your drive. Open questions sent to you, not to the client.
What it carries

What Scope takes off your desk.

Proposals and SOWs

Written from your past scopes and rates, with the open questions listed instead of guessed at.

Follow-ups that land

Knows which client owes you an answer and how long they have owed it.

Meeting prep

A one-pager before every call: history, open invoices, and the likely questions.

Invoicing math

Phases, retainers, and net terms calculated the way you already bill.

A Tuesday, delegated · Consultant

From morning rush to evening wrap.

You don't manage the agent. You delegate, and it reports back — with every tool call on the record.

You

Draft the SOW for Redgate off the call notes.

  1. Read your notes from the Redgate call on Tuesday.
  2. Pulled the last three SOWs you wrote for similar scopes.
  3. Matched the rate card you used for Q2 engagements.
  4. Drafted the SOW: four phases, twelve weeks, £68k.
  5. Listed two assumptions I could not confirm rather than guessing them.
Drafted

Draft SOW ready — four phases, twelve weeks, £68k. Two open questions flagged: data access timing, and whether the Sydney team is in scope.

Done, and logged

Saved to your drive. Open questions sent to you, not to the client.

Connected on setup
  • HubSpot
  • Notion
  • Google Calendar
  • Xero
Built for

Independent consultants and small practices where you are the delivery team and the back office.

Not built for

Firms with an ops person and a partner-approval chain already in place.

Nothing hidden from you

Every tool call, on the record.

Held actions asked you first. Blocked ones never ran. Open a row to read the reasoning.

Open any row to see why the agent did it.

Scope
$79/ month

Drafts proposals and SOWs, keeps client follow-ups on track, preps you for every meeting, and runs the invoicing math.

Join the Scope list

Or start with Closer or the free tools

Bring your own Anthropic key and take $15 a month off. Every plan includes the managed runtime, the audit layer, and the curated skill catalog — see pricing. Pro comes with one bundle. If yours is already spoken for, Scope is $59 a month on top — and Pro+ carries several without one.

Questions

The things people ask about Scope.

Does it work with my CRM?

We connect to the CRM you already use, and we're adding more as we go — prioritized by what members actually use. Tell us your tools during onboarding. Without a CRM connected, Wrasse still drafts from the details you give it.

Do I have to use a CRM at all?

No. The proposals, statements of work, and invoicing math are built-in skills that need nothing connected. The CRM unlocks the follow-up and engagement-status features — drafting from a client's stage and last touchpoint, and flagging engagements that have gone quiet.

Can my clients tell they're talking to an AI?

Wrasse writes in your voice and sends from your accounts, so nothing in a message announces an assistant — telling clients you use one is your call, and some places require it. It sends client messages through your connected accounts as tool calls, which are checked against your policy before they go: what your policy allows goes out without asking, anything it holds asks you first, and every one is in your activity log.

What about confidentiality? My client work is sensitive.

Your agent is private to you. Every tool call it makes is checked against your rules and written to your audit log. Wrasse staff see account-level details to run the service, and opening your account as you takes a time-limited support session with a stated reason, recorded in our audit log. We don't train on your data. See the control overview for the full picture.

What if it makes a mistake?

Every tool call Wrasse makes is checked against your policy before it runs. What your policy allows goes ahead without asking, and anything it holds asks you first. If something goes wrong, the activity log shows every tool call it made.

Can I cancel anytime?

Yes. Cancel from the dashboard, no questions asked. You can export your activity log from the dashboard at any time.

Want Scope first?

Scope is in development for independent consultants. Leave your email and we'll write once, when it opens. No card, no call.

Done. We'll be in touch by email.