Scope changes require estimating cost and timeline impact, checking remaining budget, and drafting a formal change order before any work can proceed. Manually chasing approvals and updating billing records slows delivery and creates room for unbilled work to slip through.
The automated version drafts the impact assessment, checks budget in real time, and routes the change order for electronic sign-off. Once approved, it logs the outcome and syncs the billing update automatically, closing the gap between approval and invoicing.
The full workflow, from trigger to completion.
Triggers when a client or team member submits a new scope change request.
The automation pulls historical billing rates and hours to draft a cost and timeline impact estimate.
The system checks remaining contract budget to see if the change fits within pre-approved thresholds.
Requests that exceed the approval threshold route to the Account Director for manual sign-off before proceeding.
A formatted change order document is generated from the impact assessment.
The change order is emailed to the client for review and e-signature.
Once approved, the change is logged against the project record and the delivery team is notified.
The agreed budget and hour changes are pushed to update the invoice or retainer balance automatically.
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