Engagement scope change log

Register

What was added or removed from the engagement, when, and who agreed it.

The gap this closes is where fee arguments come from

What was agreed at the start and what the matter turned into are rarely the same thing, and the difference is usually agreed in a phone call nobody wrote down. A dated row saying what changed, who agreed it on both sides and how it was confirmed is the whole tool. Every word on it is yours.

It reaches no conclusion about any of it

Whether a change was inside the original engagement, whether any fee is reasonable, whether anybody is entitled to be paid more or less, and whether anybody is in breach are questions about your engagement terms and the rules that apply where you practice. This register records what you say happened and stops.

Related matter tools: Matter costs estimate · Matter budget & WIP · Client communication log

A dated record of scope you say changed. No fee-reasonableness, entitlement or breach conclusion, and no view on whether a change was inside the original engagement. Not legal advice. Everything runs on your device.

Questions people ask

Does it work out what the change is worth?
No. There is no money on this register at all. The costs estimate and the budget worksheet are where figures live, and both are entirely yours.
Does it say whether we can charge for it?
No. It takes no view on entitlement, on whether a fee is reasonable, or on whether anything is inside the original engagement.
What if the client disagrees later?
The register records what you say was agreed and how it was confirmed. It is evidence of your own record-keeping, not proof of anything.
Can I record a change that was refused?
Record it and move the row to the ending that says it was superseded, with your note. The refusal is part of the history.