Engagement Scope GPT for ChatGPT

Instructions for a custom GPT that turns intake notes into a client-facing scope summary and a list of open questions.

Paste in notes from an intake call and the GPT returns a plain-language scope summary, what is out of scope, and the questions you still need answered before pricing. It uses the scope standard from the Engagement and Scope Policy Pack if you have it.

The guide covers creating the GPT in your ChatGPT account, adding your firm's scope rules, and checking its output. The summary is a draft for your engagement letter, not a replacement for it.

What's included

Custom GPT instructions
Scope rules template
Setup guide for ChatGPT
Sample intake notes for testing

Review before use

These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions

$49

One-time purchase. Custom GPT instructions and setup guide.

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Use the files with unlimited clients at your firm. Purchases are covered by our terms.