Engagement and Scope Policy Pack

Firm policies that define what an engagement includes, what it does not, and how out-of-scope requests are handled and billed.

Scope creep usually starts where the firm has no written policy. This pack gives you a written engagement scope standard, a change-order procedure for out-of-scope requests, and language for the difficult conversations when a client asks for one more thing.

It includes a client-facing scope summary you attach to engagement letters, an internal escalation guide for staff, and a rush-request policy with pricing.

What's included

Engagement scope standard
Client-facing scope summary
Out-of-scope change order procedure
Rush request and pricing policy
Staff escalation guide

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

$79

One-time purchase. Policy documents in Word and PDF.

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