Independent consulting
A strategy project grows from a review into additional analysis.
- Define the extra deliverable
- Estimate the added effort
- Review the revised fee
The scope changed.
Keep the deal clear.
ONE ENGAGEMENT
01 / THE WORKStrategy review
✓ Deliverables defined
✓ Responsibilities clear
02 / THE NUMBERS
$12,000CAD · proposed fee
Delivery cost $7,000Contribution $5,000
03 / THE TERMSReviewed. Retained.Proposal + commercial schedule
BUILT AROUND THE ENGAGEMENT
The work.
The numbers.
The same record.
Update scope, costs and terms in one engagement.
Learn moreTHE WORKFLOW
See how the
work comes together.
01 / SCOPE
Define the work.
Record deliverables, exclusions and client responsibilities before building the proposal.
OUTPUTA scope you can review with the client.
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02 / PRICING
Check the numbers.
Enter the fee, planned effort and direct costs. Compare contribution before accepting extra work.
OUTPUTA fee decision supported by delivery assumptions.
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03 / REVIEW
Approve a specific version.
Check the engagement details together. Keep earlier approved terms when a revision creates a new version.
OUTPUTA retained record of the terms you reviewed.
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04 / DOCUMENTS
Prepare the handoff.
Create the proposal and commercial schedule from the approved engagement, then use your own signing process.
OUTPUTDocuments tied to the approved version.
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COMMON ENGAGEMENTS
Different work.
The same decisions.
Agency projects
A client requests another revision round beyond the original brief.
- Record included revisions
- Identify client dependencies
- Update the proposed terms
Delivery teams
The team needs to know which scope and assumptions were approved.
- Review the selected version
- Keep responsibilities visible
- Prepare the delivery handoff
THE DOCUMENTS
Put the agreed work
on the page.
Build the commercial record from the engagement details you have reviewed.
01 / PROPOSAL
Proposal →Project overview
Objectives & deliverables
Responsibilities & timing
Fee & commercial assumptions
02 / COMMERCIAL SCHEDULE
Commercial schedule →Engagement terms
Scope & exclusions
Client inputs & dependencies
Review & acceptance criteria
Review before you send.
Check the generated documents against the transaction. Use your own legal review and signing process.
Explore document outputs ↗Illustrative document outlines shown.BEFORE YOU START
A few practical answers.
Who is the beta for?
Consultants, agency owners and delivery leads who prepare bespoke scopes, estimate delivery costs and manage changes to client engagements.
What can I try?
Create or edit an engagement, calculate direct contribution, review a version and generate its documents. Start with sample details and compare the workflow with your current process.
Does it replace my CRM or signing service?
No. The beta focuses on scope, economics and version review. Document handoff to a signing service or other business system is manual.
Where is my information stored?
Browser-based beta. Use sample information and export a backup to keep your work.
Are the templates ready to sign?
Templates are starting points. Review the transaction, jurisdiction and completed terms with appropriate advisers before using a document.
How do I give feedback?
Use the evaluation form to record the task, result and any difficulty. In this preview, feedback stays in the browser for local review.
Open the evaluation form →THE COMPANY
Commercial clarity for
professional services.
ContractCanvas AI Inc. is developing software for consulting teams that manage bespoke engagements and changing scope.
Explore scope, pricing, version review and document outputs in the beta. Hosted teams and connected AI services are in development.
Explore product development ↗