InScope
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AI-powered scoping for partners that want to win.

InScope combines your firm's proven scope language with AI that knows your methodology to produce hardened, consistent proposals that win more deals, faster.

Grounded against your firm's libraryPushes to your Google Sheets template
app.getinscope.ai/app/scopes/sales-cloud-impl
Sales Cloud Implementation
LibraryPushed

In Scope

Import from Library
Scope itemAssumptionsBuild hours
Salesforce Org Setup & Configuration
  • Production org setup and baseline configuration
  • Company profile, fiscal year, currencies
  • Sandbox setup (1 Full or Partial)
  • Client to procure licenses prior to project start
User & Security Model
  • Role hierarchy design
  • Up to 5 profiles
  • Permission sets for core sales personas
  • Up to 50 users
  • Standard security model
Data Model
  • Customize standard objects (Leads, Accounts, Opportunities)
  • Up to 3 custom objects
  • Under 10 custom fields per object
Library ×
Search items...
Simple Sales Cloud Scope
Sales Cloud
Salesforce Org Setup & Configuration, baseline org setup...
8 rows
SDR Agent Enablement
Sales Cloud
Agentforce enablement and licensing for SDR teams...
4 rows
Service Cloud Foundation
Service Cloud
Case routing, omnichannel, knowledge articles...
12 rows
AI Assist

From discovery notes to a complete scope, grounded in your firm's playbook.

Paste call transcripts, discovery notes, or a rough brief. InScope matches against your firm's library first, then fills the gaps with AI that's been told what good looks like at your firm. Every line shows where it came from.

  • Grounded against your library. Not a generic LLM. The model sees your hardened scope language and battle-tested assumptions first.
  • Source attribution on every row. Reviewers see what came from the library, what the AI generated, and what to challenge.
  • Review, edit, ship. Approve line by line, then push the whole scope to your Google Sheets template.
AI Assist
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Paste Your Notes
Paste project notes, requirements, or any text you want to turn into scope line items.
Paste your project notes here...
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Library
Filter by tags+ New Item
Simple Sales Cloud Scope
Sales Cloud
Salesforce Org Setup & Configuration. Production org setup and baseline configuration, Company profile, fiscal year, currencies...
8 rows
SDR Agent
Sales Cloud
Agentforce Enablement & Licensing Setup. Enable Agentforce for Sales in Salesforce...
4 rows
Service Cloud Foundation
Service Cloud
Case routing, omnichannel, knowledge articles, agent console setup...
12 rows
Data Cloud Activation
Data Cloud
Source ingestion, identity resolution, calculated insights, audiences...
11 rows
Scope Library

Your firm's best work, on tap. Every scoper estimating at a senior level.

Capture hardened scope language, battle-tested assumptions, and gotchas from your best consultants. Templates and libraries enforce your methodology and turn tribal knowledge into an organizational asset, so every scoper estimates at a senior level without losing flexibility.

  • Tag by product or any other criteria. Filter to the right starting point in one click.
  • Methodology consistency. The same hardened assumptions and hour ranges every scope, every time.
  • Import in one click. Drop hardened rows directly into a live scope. Columns are matched automatically.
Why partners pick InScope

Built for the moment a deal is won or lost.

Scoping is where consulting firms leak margin, miss risk, and lose deals. Every part of InScope is shaped by that.

Win more deals

Scopes that demonstrate domain expertise, not generic boilerplate. Clients see a partner who understands their business.

AI that challenges your scope

Surfaces the questions your team should be asking. Strengthens assumptions and identifies risks before they become change orders.

Build once, reuse everywhere

Hardened language and assumptions from your best consultants. Templates and libraries enforce your methodology firm-wide.

Complete scopes in minutes, not hours

Discovery notes in, fully populated scope out. Your team spends less time juggling context and more time selling.

Request early access

Bring your firm's playbook to every scope.

Sign up to get early access.