Working together in Scopefolio

For freelancers

1. Start with the brief. Add your client and designated approver, then capture objectives, budget, dependencies, and target dates. For an existing project, summarize the agreement and upload its source document. Files stay private unless you share them.
2. Prepare the agreement. Define deliverables, acceptance checks, exclusions, assumptions, and client responsibilities. Add milestones in Work, then set the total price, payment schedule, delivery date, and terms in your proposal. Effort estimates stay private.
3. Review before publishing. You can edit a draft. Publishing freezes its content and queues client access links. Later changes need a new revision. A freelancer-recorded agreement records your evidence of an outside agreement; it is distinct from client-verified approval.
4. Manage delivery. Use milestones, client inputs, and progress updates. Private tasks and external issue links are optional. Submit a labeled delivery with its staging link and evidence when it is ready for review.
5. Review requests before quoting. Decide whether feedback is a bug, clarification, included revision, goodwill work, or a proposed change. For a paid change, show the revised scope, complete project price, and schedule before requesting approval.
6. Finish and define aftercare. After the latest delivery is accepted, record handover materials, operating responsibilities, support dates, coverage, and exclusions. Later support requests use the same review and change process.

Use Overview → Manage client participants to add reviewers, change the designated approver, or remove project access. Previous approval records keep their original attribution.

For clients

Request a client sign-in link using the email address your freelancer added. No password or paid subscription is needed. Links expire after 15 minutes; request a new one if yours has expired. Check your spam folder and confirm the address with your freelancer if no link arrives.

Open Needs your attention to find pending work. Read the exact proposal version, price, dates, and exclusions. Opening an email or page does not approve anything: the designated approver must confirm and submit approval explicitly. Reviewers can leave feedback but cannot approve.

If something needs changing, submit a request and identify the deliverable where possible. Your request is unresolved until reviewed; submitting it does not agree to an additional charge.

For a delivery, review the staging link and supporting evidence before accepting the latest version. Contact your freelancer if the project is missing or your approval action is unavailable.

Money, files, and access

Invoices do not collect money automatically. Clients pay using the freelancer's instructions or external payment link. The freelancer records receipts, including partial payments. Approval, invoicing, and payment are separate events.

A $3,000 agreement, a $600 invoice, a $200 receipt, and a $300 approved change show $3,300 agreed, $600 invoiced, $200 received, $400 outstanding, and $2,700 uninvoiced. These figures describe one project in one currency.

Correct a mistaken receipt with a reversal, then record the correct payment. Credits reduce unpaid invoice amounts; voids and corrections preserve the issued record and its history.

Uploads accept PDF, PNG, JPEG, plain text, and ZIP files up to 50 MB each, within the workspace's 5 GB allowance. Clients see only shared files and their permitted project records.

After subscription access expires, existing records remain available to view and export, but new work and approvals stop. Export from the project page; downloads become available when the archive finishes and expire after seven days. Owners' exports include private working records; client exports include only information shared with them.