How Scopely works
From first brief to signed SOW in four steps.
STEP 1
Set up your agency
Add your team rate card, clients and standard phase templates in Agency Settings. Scopely uses these for every scope.
STEP 2
Drop in the brief
Paste the client brief or upload the brief document. Pick the phases you want from your saved templates or past scopes.
STEP 3
AI drafts your SOW
Scopely matches real people and rates to the brief, builds phases with line items, deliverables and totals — and writes intro and terms.
STEP 4
Edit, export & share
Fine-tune line items and notes, then export a branded PDF or share a live link your client can sign off.