One call, start to finish.
One client call, from the brief that reloads the whole engagement to the deliverable draft waiting when you hang up.
Read the invite: Halden Group - Phase 2 scoping workshop
Searched your memory - 5 earlier conversations
Notion - engagement log, 4 items
Google Docs - SOW + phase 1 sign-off
Slack - 8 items
The engagement, reloaded in seconds
Caspi pulls the last workshop, the SOW, the open actions and the client thread - so you switch from one client to another in a minute rather than twenty.
“Are the five extra systems in your inventory part of phase 2 or not?”
Ingrid confirmed the October audit as the hard deadline.
Reporting raised as in-scope for phase 2 - it isn't.
Inventory shows 14 systems; SOW was scoped against 9.
Scope creep gets caught as it's spoken
When the client folds an unpriced request into the current phase, Caspi flags it against the SOW while you can still say so out loud - not six weeks later when it's an expectation.
Five additional systems were appended to the inventory after phase 1 sign-off: two regional finance instances, a legacy CRM, an archive store and a partner portal. None were assessed during the original scoping.
Their sheet lists 14 systems; the SOW was scoped against 9.
Five systems are new. Flag it now, before it becomes assumed scope.
It reads the document on the call
They share their system inventory. Caspi counts 14 systems against the 9 you scoped against, and surfaces the five that were quietly added after sign-off.
Phase 2 SOW - reporting still unaddressed
Raised twice in Slack, out of scope in writing. Resolve on today's call.
Two items deferred at phase 1 sign-off
Retention rules and second workspace. Both need an in-or-out decision.
Your whole week, in one plan
Caspi scans every client, every commitment and every stalled action, and tells you what's drifting before a client has to point it out.
NOTION
Halden phase 2 - decision log and scope boundary
GOOGLE DOCS
SOW addendum - reporting, to be priced
The write-up exists before the next call
The decision log lands in Notion and the scope addendum in Google Docs, each created only once you approve it - so the billable hour goes into the work, not into typing it up afterwards.
