Frequently Asked Questions
Everything you need to know about ScopeAxis, from your first brief to your first signed engagement document.
Still have a question? Contact usScopeAxis is a presales automation platform built for IT services firms, managed service providers, and DevOps consultancies. It takes you through a structured nine-step process, starting from a client brief and finishing with a fully branded, legally structured Proposal and Statement of Work ready to send in a single session.
Unlike generic document tools, ScopeAxis is built around three specific practice areas: Software Development, DevOps and Platform Engineering, and Managed Services. Each one has its own sections, document types, and input fields built from the ground up for that type of engagement.
ScopeAxis is built for presales engineers, solutions architects, account managers, and business development teams at:
- IT services firms and system integrators
- Managed service providers
- DevOps and cloud consultancies
- Software development agencies
- Independent IT consultants and solution architects
If your team writes proposals and SOWs regularly and the process is slow, inconsistent, or relies too heavily on one person, ScopeAxis is built for you.
No. ScopeAxis works with whatever the client sent you. Upload PDFs, Word documents, images, scanned pages, or paste plain text directly. Many users start from bullet-point notes taken during a discovery call.
The Ingest step pulls the requirements out of any format automatically. The AI Analysis step then shows you what is clear, what is ambiguous, and what is missing before scoping starts.
It depends on the engagement complexity and how much of your Company Profile is already set up:
- First engagement of a new type: typically 60 to 90 minutes
- Repeat engagement of the same type with similar scope: 20 to 30 minutes
- A short Concise Proposal for a warm lead or repeat client: under 15 minutes
Each time you use ScopeAxis the process gets faster. Your Company Profile pre-fills the standard fields. Your document history gives you a starting point for similar engagements.
Yes. Every step is editable before you generate. If a client responds to your clarification questions after you have already built the scope, go back to Step 3, update the responses, and the later steps will reflect the changes.
Nothing is locked until you pass Preflight and click Generate.
After ingestion, the AI reads all of the uploaded content and gives you a structured analysis that identifies:
- Stated requirements: what the client explicitly asked for
- Implied requirements: what the engagement will need that the client did not mention
- Ambiguous statements: things that could be read more than one way
- Gaps: areas the brief does not address that will need a decision
- Contradictions: places where two parts of the brief disagree
This all happens before scoping starts, so you have a clear picture before committing to anything.
Preflight is a mandatory check that runs before any document is generated. It looks at every section of your engagement and flags any field that is empty and cannot be filled in by AI because it needs a human decision or client-specific information.
These fields include things like scope boundaries, named signers, IP ownership selection, warranty periods, governing law, and commercial terms. You cannot generate a document until every flagged item is completed. The result is that every proposal and SOW that leaves ScopeAxis is complete.
The Proposal is a non-binding commercial document sent to win the work. It describes the solution, presents the price, and makes the case for your firm. It is written for a client who is still deciding.
The Statement of Work is the legally binding contract that governs the work once the client agrees. It defines scope, deliverables, responsibilities, SLAs, fees, legal terms, and signatures.
ScopeAxis generates both from the same set of inputs. Client name, project objectives, team structure, fees, and timeline all flow into the correct section of both documents. You enter them once.
The Scope Builder is where you decide what is and is not included in the engagement. You select your practice area, toggle scope sections on or off, activate any specialist modules relevant to the client, and list what is explicitly out of scope.
Out-of-scope items matter because every exclusion is documented and carried into both the Proposal and the SOW. If it is written out before signing, the client cannot come back later claiming they expected it.
The Scope Builder covers:
- Software Development: 9 core scope sections
- DevOps and Platform Engineering: 10 core sections plus 17 optional specialist modules
- Managed Services: 10 core sections plus 12 optional specialist modules
The Estimates step builds a full Work Breakdown Structure from your scope selections. Every deliverable breaks down into tasks. Each task gets an AI-suggested effort estimate in hours, a role assignment, and a risk level of Low, Medium, or High.
The WBS is a starting point, not a locked output. You review and adjust every line before anything is confirmed. The result is a structured, auditable estimate that any team member can read and defend.
Using the same WBS format across your team also means your estimates improve over time, because you can compare them against what delivery actually took.
ScopeAxis supports 16 proposal types and 16 SOW types across three practice areas:
- Software Development: 6 proposal types and 6 SOW types, including Full Proposal, Fixed-Price SOW, T&M SOW, Agile/Sprint SOW, Discovery SOW, and Maintenance and Support SOW
- DevOps and Platform Engineering: 5 proposal types and 5 SOW types, including Full Transformation, Assessment Only, Embedded, Advisory, and Hybrid Delivery
- Managed Services: 4 proposal types and 4 SOW types, including Full MSP, Co-Managed IT, Security-Focused, and Supplemental
Each document type has its own sections, input requirements, and legal structure.
Every Proposal includes a cover page, executive summary, client background, scope of work, solution overview, technical approach, methodology, timeline, team structure, commercial terms, legal terms, a section on why your firm, and a signature block. All sections are populated from your inputs.
Engagement-specific sections are added automatically. A DevOps Assessment Proposal includes a DORA baseline section. A Managed Services Proposal includes a service catalog and RACI matrix.
Every SOW includes document information, scope of work, deliverables register, project timeline, team structure, out-of-scope items, client responsibilities, ScopeAxis responsibilities, assumptions and risks, fees and commercial terms, governance, change control, acceptance criteria, intellectual property, confidentiality, warranty, termination, limitation of liability, general provisions, and signatures.
All sections are legally structured. Practice-area-specific sections such as SLA frameworks, RACI matrices, DORA baselines, and platform independence assessments are added automatically based on the engagement type.
Yes. The Configure Sections panel lets you toggle individual sections on or off per engagement. Only the sections relevant to this engagement appear in the output. Sections you turn off are removed cleanly with no blank pages or placeholder text left behind.
Configure Sections is available on Professional and Enterprise plans. Starter and Growth plans use the default section layout for the selected engagement type.
Available formats depend on your plan:
- All plans: Word (.docx), fully editable and branded
- Professional and above: PDF, polished and ready for client distribution
- Enterprise: Google Docs, shared directly to Drive with collaborative editing
ScopeAxis generates documents with standard commercial and contractual provisions built in, including IP clauses, liability caps, confidentiality terms, warranty periods, termination rights, and governing law.
ScopeAxis is not a law firm and does not provide legal advice. For high-value engagements, regulated industries, or situations with unusual legal requirements, we recommend having your legal counsel review the SOW before it is signed. Preflight makes sure no mandatory legal field is blank, but the suitability of the specific terms for your jurisdiction is a question for your legal team.
ScopeAxis covers three practice areas:
- Software Development: Fixed-Price, T&M, Agile-Sprint, Discovery Only, and Maintenance and Support engagements. 145 structured input fields.
- DevOps and Platform Engineering: Full Transformation, Assessment Only, Embedded, Advisory, and Hybrid Delivery engagements. Includes DORA baseline inputs, 17 optional specialist modules, and a platform independence assessment. 189 structured input fields.
- Managed Services: Full MSP, Co-Managed IT, Security-Focused, and Supplemental engagements. Includes SLA framework, RACI matrix, managed asset register, service catalog, onboarding plan, and exit transition plan. 191 structured input fields.
Each practice area is built from scratch for that type of work, not adapted from a generic template.
Specialist modules are optional add-ons that activate additional sections, input fields, and deliverables for a specific area of work.
DevOps and Platform Engineering has 17 modules: GitOps, FinOps, MLOps, Database DevOps, Mobile DevOps, Compliance and Audit Automation, Software Supply Chain Security, Internal Developer Platform, Serverless DevOps, Advanced SRE, QA Automation, Managed DevOps Retainer, NetDevOps, Cloud Landing Zone, DataOps, Release Management and CAB Integration, and On-Premises / Hybrid Infrastructure.
Managed Services has 12 modules: Advanced Security Operations (SOC), Cloud Managed Services, EUC and Device Management, Compliance and Audit Support, Disaster Recovery as a Service, Managed Backup, On-Site Technical Resource, Telephony and UCaaS Management, Managed Detection and Response, IT Asset Lifecycle Management, Managed Print Services, and vCIO / Strategic IT Advisory.
The DevOps workflow includes a DORA baseline section where you record the client's current performance across all four metrics: Deployment Frequency, Lead Time for Changes, Change Failure Rate, and Mean Time to Restore. You also record how each baseline was measured.
The workflow then captures directional improvement targets set during Phase 0 discovery. These are directional targets only. They are not performance guarantees or contractual SLOs. ScopeAxis reinforces this throughout the document language and Preflight will flag it if the wording suggests a contractual commitment.
The MSP workflow includes a full SLA framework with P1 through P4 priority levels, response and resolution targets per priority, uptime targets, patch compliance targets, service credit mechanism, SLA clock start and pause rules, maintenance windows, and an escalation matrix.
SLA targets pre-fill based on the service tier selected. Preflight checks that all SLA fields are complete and that the SLA commencement date is explicitly stated. This date is separate from the SOW effective date, since SLAs only begin after onboarding is signed off.
ScopeAxis has four plans:
- Starter: free 14-day trial, no credit card needed. One proposal and one SOW with up to 3 versions each, one practice area, one user, default template, Word export.
- Growth: $29 per month. Three active proposals and three SOWs with up to 5 versions each, one practice area, one user, basic company profile, Word export, 20 AI generations per month.
- Professional: $79 per month. Five active proposals and five SOWs with unlimited versions, all three practice areas, up to 3 team members, full company profile auto-fill, Configure Sections, Word and PDF export, 100 AI generations per month, BYOK available.
- Enterprise: custom pricing. Unlimited proposals, SOWs, and versions, unlimited team members, custom templates, white-label branding, CRM integration, Google Docs export, dedicated onboarding, and priority support.
When the trial expires you will be asked to choose a plan to continue. There is no automatic charge. You pick Growth, Professional, or Enterprise and enter your payment details at that point.
If you do not choose a plan, you will not be able to generate new documents. Your trial documents stay accessible for a short period after the trial ends.
AI generation limits control how many times AI creates or regenerates content in a billing month. The counter resets on your billing date each month.
- Starter trial: 10 total generations, hard stop with no overages
- Growth: 20 document generations and 10 section regenerations per month
- Professional: 100 document generations, 50 section regenerations, 50 clause suggestions, and 20 smart reviews per month
- Enterprise: 500 document generations per month, unlimited section regenerations, clause suggestions, and smart reviews
Most of the document, including tables, legal boilerplate, cover pages, and structured data, is built from templates and does not use AI credits. Credits are only used for generated prose: scope narratives, executive summaries, risk language, and similar sections.
BYOK stands for Bring Your Own API Key. Professional and Enterprise users can connect their own Anthropic or OpenAI API key to ScopeAxis. When a key is connected, AI generation runs through your key instead of ours.
This removes your monthly generation cap entirely. You pay your AI provider directly at their rates with no overage charges from ScopeAxis.
Your API key is encrypted at rest, never written to logs, and never sent to the browser. It is only decrypted on the server immediately before each API call. Enterprise users also get a full audit log of all calls made under their key.
Retention periods by plan:
- Starter trial: 7 days, up to around 5 MB
- Growth: 6 months, up to 50 documents, around 500 MB
- Professional: 24 months, up to 200 documents, around 2 GB
- Enterprise: negotiated, up to 7 years, with archival and cold storage available
Every version of every document is stored separately and can be recovered. Documents close to their retention limit are flagged in the dashboard before anything is deleted.
Enterprise pricing is custom and quoted after a discovery call. The price is based on team size, document volume, AI usage, storage needs, and which features are required.
Enterprise includes everything in Professional plus unlimited proposals, SOWs, and versions; unlimited team members; custom templates; white-label branding; CRM integration with ConnectWise, HubSpot, Salesforce, and Autotask; Google Docs export; custom AI model selection per template; a dedicated Customer Success Manager; priority support with an SLA; and dedicated onboarding.
A one-time setup fee applies for white-label configuration and CRM integration. Contact the sales team for a quote.
The Company Profile is your organisation's master record inside ScopeAxis. It pre-fills fields that stay the same across every engagement so you never have to enter them again. It stores:
- Company name, logo, brand colors, address, and website
- Rate cards with hourly and day rates per role
- Payment terms and late payment interest rate
- Authorized signers with names and titles for every signature block
- Legal defaults including governing law, dispute resolution method, and non-solicitation period
- Communication templates for meeting cadence and reporting format
- Quality standards such as code coverage targets
A complete Company Profile means most of the Commercial Inputs step is already filled in before you start a new engagement.
Yes. On Professional and Enterprise plans, team members in the same workspace can access shared engagements, review inputs, and generate documents. Seat limits by plan:
- Starter trial: 1 user
- Growth: 1 user
- Professional: up to 3 team members
- Enterprise: unlimited team members
All team members share the same Company Profile, document history, and monthly AI generation budget.
White-label removes all ScopeAxis branding from every generated document. Cover pages, headers, footers, and color schemes carry only your firm's identity. The client receives the document with no indication that ScopeAxis was used to create it.
White-label is an Enterprise-only feature. It is most commonly needed by larger IT services firms with a strict brand standard and by firms that present documents as their own service deliverables. A one-time setup fee applies to configure your brand assets across all document types.
Your engagement data, including uploaded briefs, input fields, and generated documents, is stored in your workspace and is not shared with other organisations or used to train AI models.
If you connect a BYOK API key, it is encrypted at rest using AES-256, never written to logs, and never sent to the browser. It is decrypted on the server only immediately before each API call.
If any engagement involves personal data, the Preflight step includes a DPA trigger checklist that identifies whether a separate Data Processing Agreement is needed before work begins.
No. Your engagement data, uploaded documents, input fields, and generated documents are not used to train or fine-tune any AI model, by ScopeAxis or by any AI provider. Your data belongs to your organisation.
If you use BYOK, your data is processed under your own agreement with your chosen provider: Anthropic, OpenAI, or Azure OpenAI. That provider's data handling terms apply, and you control that agreement directly.
ScopeAxis includes a DPA Trigger Checklist in the Preflight step. It prompts you to confirm whether personal, health, financial, or regulated data will be involved in the engagement and whether a separate Data Processing Agreement needs to be signed before work starts.
For MSP engagements the checklist covers production system access, log data containing personal information, secrets management for systems handling personal data, cross-border data transfers, HIPAA, GDPR, and subcontractor data access.
ScopeAxis is a document generation tool and does not process your clients' regulated data directly. The checklist exists to make sure that if your engagement involves regulated data, that is identified and addressed before the SOW is signed.
Ready to try ScopeAxis?
Start your free 14-day trial with no credit card required. Upload a brief and generate a complete Proposal and SOW in one session.
Start free trial Book a demoFrequently Asked Questions
Everything you need to know about ScopeAxis, from your first brief to your first signed engagement document.
Still have a question? Contact usScopeAxis is a presales automation platform built for IT services firms, managed service providers, and DevOps consultancies. It takes you through a structured nine-step process, starting from a client brief and finishing with a fully branded, legally structured Proposal and Statement of Work ready to send in a single session.
Unlike generic document tools, ScopeAxis is built around three specific practice areas: Software Development, DevOps and Platform Engineering, and Managed Services. Each one has its own sections, document types, and input fields built from the ground up for that type of engagement.
ScopeAxis is built for presales engineers, solutions architects, account managers, and business development teams at:
- IT services firms and system integrators
- Managed service providers
- DevOps and cloud consultancies
- Software development agencies
- Independent IT consultants and solution architects
If your team writes proposals and SOWs regularly and the process is slow, inconsistent, or relies too heavily on one person, ScopeAxis is built for you.
No. ScopeAxis works with whatever the client sent you. Upload PDFs, Word documents, images, scanned pages, or paste plain text directly. Many users start from bullet-point notes taken during a discovery call.
The Ingest step pulls the requirements out of any format automatically. The AI Analysis step then shows you what is clear, what is ambiguous, and what is missing before scoping starts.
It depends on the engagement complexity and how much of your Company Profile is already set up:
- First engagement of a new type: typically 60 to 90 minutes
- Repeat engagement of the same type with similar scope: 20 to 30 minutes
- A short Concise Proposal for a warm lead or repeat client: under 15 minutes
Each time you use ScopeAxis the process gets faster. Your Company Profile pre-fills the standard fields. Your document history gives you a starting point for similar engagements.
Yes. Every step is editable before you generate. If a client responds to your clarification questions after you have already built the scope, go back to Step 3, update the responses, and the later steps will reflect the changes.
Nothing is locked until you pass Preflight and click Generate.
After ingestion, the AI reads all of the uploaded content and gives you a structured analysis that identifies:
- Stated requirements: what the client explicitly asked for
- Implied requirements: what the engagement will need that the client did not mention
- Ambiguous statements: things that could be read more than one way
- Gaps: areas the brief does not address that will need a decision
- Contradictions: places where two parts of the brief disagree
This all happens before scoping starts, so you have a clear picture before committing to anything.
Preflight is a mandatory check that runs before any document is generated. It looks at every section of your engagement and flags any field that is empty and cannot be filled in by AI because it needs a human decision or client-specific information.
These fields include things like scope boundaries, named signers, IP ownership selection, warranty periods, governing law, and commercial terms. You cannot generate a document until every flagged item is completed. The result is that every proposal and SOW that leaves ScopeAxis is complete.
The Proposal is a non-binding commercial document sent to win the work. It describes the solution, presents the price, and makes the case for your firm. It is written for a client who is still deciding.
The Statement of Work is the legally binding contract that governs the work once the client agrees. It defines scope, deliverables, responsibilities, SLAs, fees, legal terms, and signatures.
ScopeAxis generates both from the same set of inputs. Client name, project objectives, team structure, fees, and timeline all flow into the correct section of both documents. You enter them once.
The Scope Builder is where you decide what is and is not included in the engagement. You select your practice area, toggle scope sections on or off, activate any specialist modules relevant to the client, and list what is explicitly out of scope.
Out-of-scope items matter because every exclusion is documented and carried into both the Proposal and the SOW. If it is written out before signing, the client cannot come back later claiming they expected it.
The Scope Builder covers:
- Software Development: 9 core scope sections
- DevOps and Platform Engineering: 10 core sections plus 17 optional specialist modules
- Managed Services: 10 core sections plus 12 optional specialist modules
The Estimates step builds a full Work Breakdown Structure from your scope selections. Every deliverable breaks down into tasks. Each task gets an AI-suggested effort estimate in hours, a role assignment, and a risk level of Low, Medium, or High.
The WBS is a starting point, not a locked output. You review and adjust every line before anything is confirmed. The result is a structured, auditable estimate that any team member can read and defend.
Using the same WBS format across your team also means your estimates improve over time, because you can compare them against what delivery actually took.
ScopeAxis supports 16 proposal types and 16 SOW types across three practice areas:
- Software Development: 6 proposal types and 6 SOW types, including Full Proposal, Fixed-Price SOW, T&M SOW, Agile/Sprint SOW, Discovery SOW, and Maintenance and Support SOW
- DevOps and Platform Engineering: 5 proposal types and 5 SOW types, including Full Transformation, Assessment Only, Embedded, Advisory, and Hybrid Delivery
- Managed Services: 4 proposal types and 4 SOW types, including Full MSP, Co-Managed IT, Security-Focused, and Supplemental
Each document type has its own sections, input requirements, and legal structure.
Every Proposal includes a cover page, executive summary, client background, scope of work, solution overview, technical approach, methodology, timeline, team structure, commercial terms, legal terms, a section on why your firm, and a signature block. All sections are populated from your inputs.
Engagement-specific sections are added automatically. A DevOps Assessment Proposal includes a DORA baseline section. A Managed Services Proposal includes a service catalog and RACI matrix.
Every SOW includes document information, scope of work, deliverables register, project timeline, team structure, out-of-scope items, client responsibilities, ScopeAxis responsibilities, assumptions and risks, fees and commercial terms, governance, change control, acceptance criteria, intellectual property, confidentiality, warranty, termination, limitation of liability, general provisions, and signatures.
All sections are legally structured. Practice-area-specific sections such as SLA frameworks, RACI matrices, DORA baselines, and platform independence assessments are added automatically based on the engagement type.
Yes. The Configure Sections panel lets you toggle individual sections on or off per engagement. Only the sections relevant to this engagement appear in the output. Sections you turn off are removed cleanly with no blank pages or placeholder text left behind.
Configure Sections is available on Professional and Enterprise plans. Starter and Growth plans use the default section layout for the selected engagement type.
Available formats depend on your plan:
- All plans: Word (.docx), fully editable and branded
- Professional and above: PDF, polished and ready for client distribution
- Enterprise: Google Docs, shared directly to Drive with collaborative editing
ScopeAxis generates documents with standard commercial and contractual provisions built in, including IP clauses, liability caps, confidentiality terms, warranty periods, termination rights, and governing law.
ScopeAxis is not a law firm and does not provide legal advice. For high-value engagements, regulated industries, or situations with unusual legal requirements, we recommend having your legal counsel review the SOW before it is signed. Preflight makes sure no mandatory legal field is blank, but the suitability of the specific terms for your jurisdiction is a question for your legal team.
ScopeAxis covers three practice areas:
- Software Development: Fixed-Price, T&M, Agile-Sprint, Discovery Only, and Maintenance and Support engagements. 145 structured input fields.
- DevOps and Platform Engineering: Full Transformation, Assessment Only, Embedded, Advisory, and Hybrid Delivery engagements. Includes DORA baseline inputs, 17 optional specialist modules, and a platform independence assessment. 189 structured input fields.
- Managed Services: Full MSP, Co-Managed IT, Security-Focused, and Supplemental engagements. Includes SLA framework, RACI matrix, managed asset register, service catalog, onboarding plan, and exit transition plan. 191 structured input fields.
Each practice area is built from scratch for that type of work, not adapted from a generic template.
Specialist modules are optional add-ons that activate additional sections, input fields, and deliverables for a specific area of work.
DevOps and Platform Engineering has 17 modules: GitOps, FinOps, MLOps, Database DevOps, Mobile DevOps, Compliance and Audit Automation, Software Supply Chain Security, Internal Developer Platform, Serverless DevOps, Advanced SRE, QA Automation, Managed DevOps Retainer, NetDevOps, Cloud Landing Zone, DataOps, Release Management and CAB Integration, and On-Premises / Hybrid Infrastructure.
Managed Services has 12 modules: Advanced Security Operations (SOC), Cloud Managed Services, EUC and Device Management, Compliance and Audit Support, Disaster Recovery as a Service, Managed Backup, On-Site Technical Resource, Telephony and UCaaS Management, Managed Detection and Response, IT Asset Lifecycle Management, Managed Print Services, and vCIO / Strategic IT Advisory.
The DevOps workflow includes a DORA baseline section where you record the client's current performance across all four metrics: Deployment Frequency, Lead Time for Changes, Change Failure Rate, and Mean Time to Restore. You also record how each baseline was measured.
The workflow then captures directional improvement targets set during Phase 0 discovery. These are directional targets only. They are not performance guarantees or contractual SLOs. ScopeAxis reinforces this throughout the document language and Preflight will flag it if the wording suggests a contractual commitment.
The MSP workflow includes a full SLA framework with P1 through P4 priority levels, response and resolution targets per priority, uptime targets, patch compliance targets, service credit mechanism, SLA clock start and pause rules, maintenance windows, and an escalation matrix.
SLA targets pre-fill based on the service tier selected. Preflight checks that all SLA fields are complete and that the SLA commencement date is explicitly stated. This date is separate from the SOW effective date, since SLAs only begin after onboarding is signed off.
ScopeAxis has four plans:
- Starter: free 14-day trial, no credit card needed. One proposal and one SOW with up to 3 versions each, one practice area, one user, default template, Word export.
- Growth: $29 per month. Three active proposals and three SOWs with up to 5 versions each, one practice area, one user, basic company profile, Word export, 20 AI generations per month.
- Professional: $79 per month. Five active proposals and five SOWs with unlimited versions, all three practice areas, up to 3 team members, full company profile auto-fill, Configure Sections, Word and PDF export, 100 AI generations per month, BYOK available.
- Enterprise: custom pricing. Unlimited proposals, SOWs, and versions, unlimited team members, custom templates, white-label branding, CRM integration, Google Docs export, dedicated onboarding, and priority support.
When the trial expires you will be asked to choose a plan to continue. There is no automatic charge. You pick Growth, Professional, or Enterprise and enter your payment details at that point.
If you do not choose a plan, you will not be able to generate new documents. Your trial documents stay accessible for a short period after the trial ends.
AI generation limits control how many times AI creates or regenerates content in a billing month. The counter resets on your billing date each month.
- Starter trial: 10 total generations, hard stop with no overages
- Growth: 20 document generations and 10 section regenerations per month
- Professional: 100 document generations, 50 section regenerations, 50 clause suggestions, and 20 smart reviews per month
- Enterprise: 500 document generations per month, unlimited section regenerations, clause suggestions, and smart reviews
Most of the document, including tables, legal boilerplate, cover pages, and structured data, is built from templates and does not use AI credits. Credits are only used for generated prose: scope narratives, executive summaries, risk language, and similar sections.
BYOK stands for Bring Your Own API Key. Professional and Enterprise users can connect their own Anthropic or OpenAI API key to ScopeAxis. When a key is connected, AI generation runs through your key instead of ours.
This removes your monthly generation cap entirely. You pay your AI provider directly at their rates with no overage charges from ScopeAxis.
Your API key is encrypted at rest, never written to logs, and never sent to the browser. It is only decrypted on the server immediately before each API call. Enterprise users also get a full audit log of all calls made under their key.
Retention periods by plan:
- Starter trial: 7 days, up to around 5 MB
- Growth: 6 months, up to 50 documents, around 500 MB
- Professional: 24 months, up to 200 documents, around 2 GB
- Enterprise: negotiated, up to 7 years, with archival and cold storage available
Every version of every document is stored separately and can be recovered. Documents close to their retention limit are flagged in the dashboard before anything is deleted.
Enterprise pricing is custom and quoted after a discovery call. The price is based on team size, document volume, AI usage, storage needs, and which features are required.
Enterprise includes everything in Professional plus unlimited proposals, SOWs, and versions; unlimited team members; custom templates; white-label branding; CRM integration with ConnectWise, HubSpot, Salesforce, and Autotask; Google Docs export; custom AI model selection per template; a dedicated Customer Success Manager; priority support with an SLA; and dedicated onboarding.
A one-time setup fee applies for white-label configuration and CRM integration. Contact the sales team for a quote.
The Company Profile is your organisation's master record inside ScopeAxis. It pre-fills fields that stay the same across every engagement so you never have to enter them again. It stores:
- Company name, logo, brand colors, address, and website
- Rate cards with hourly and day rates per role
- Payment terms and late payment interest rate
- Authorized signers with names and titles for every signature block
- Legal defaults including governing law, dispute resolution method, and non-solicitation period
- Communication templates for meeting cadence and reporting format
- Quality standards such as code coverage targets
A complete Company Profile means most of the Commercial Inputs step is already filled in before you start a new engagement.
Yes. On Professional and Enterprise plans, team members in the same workspace can access shared engagements, review inputs, and generate documents. Seat limits by plan:
- Starter trial: 1 user
- Growth: 1 user
- Professional: up to 3 team members
- Enterprise: unlimited team members
All team members share the same Company Profile, document history, and monthly AI generation budget.
White-label removes all ScopeAxis branding from every generated document. Cover pages, headers, footers, and color schemes carry only your firm's identity. The client receives the document with no indication that ScopeAxis was used to create it.
White-label is an Enterprise-only feature. It is most commonly needed by larger IT services firms with a strict brand standard and by firms that present documents as their own service deliverables. A one-time setup fee applies to configure your brand assets across all document types.
Your engagement data, including uploaded briefs, input fields, and generated documents, is stored in your workspace and is not shared with other organisations or used to train AI models.
If you connect a BYOK API key, it is encrypted at rest using AES-256, never written to logs, and never sent to the browser. It is decrypted on the server only immediately before each API call.
If any engagement involves personal data, the Preflight step includes a DPA trigger checklist that identifies whether a separate Data Processing Agreement is needed before work begins.
No. Your engagement data, uploaded documents, input fields, and generated documents are not used to train or fine-tune any AI model, by ScopeAxis or by any AI provider. Your data belongs to your organisation.
If you use BYOK, your data is processed under your own agreement with your chosen provider: Anthropic, OpenAI, or Azure OpenAI. That provider's data handling terms apply, and you control that agreement directly.
ScopeAxis includes a DPA Trigger Checklist in the Preflight step. It prompts you to confirm whether personal, health, financial, or regulated data will be involved in the engagement and whether a separate Data Processing Agreement needs to be signed before work starts.
For MSP engagements the checklist covers production system access, log data containing personal information, secrets management for systems handling personal data, cross-border data transfers, HIPAA, GDPR, and subcontractor data access.
ScopeAxis is a document generation tool and does not process your clients' regulated data directly. The checklist exists to make sure that if your engagement involves regulated data, that is identified and addressed before the SOW is signed.
Ready to try ScopeAxis?
Start your free 14-day trial with no credit card required. Upload a brief and generate a complete Proposal and SOW in one session.
Start free trial Book a demo