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Scope disputes

A client says something was included that wasn't in the project. How do I handle it?

Short answer

Go back to what the client approved, quote the relevant line, and offer to add the request as a change order with its price and timing. Stay specific and friendly: the record, not your memory, does the arguing. PaloWorks keeps that record: the approved scope with its Not included list, who approved it and when, every later version, and change orders the client approves first.

Free for 1 client, 3 active projects. No card to start. Updated by PaloWorks.

What to look for

  • What is not included, in writing

    Most disputes are about things nobody thought to exclude.

    In PaloWorks

    Scopes carry a Not included list beside the deliverables, shown to the client on the scope they approve.

  • A record of the approval

    "I never agreed to that" ends when you can show what they approved.

    In PaloWorks

    Approval needs the one-time link emailed to the client and records the typed name, time, IP address, browser and a fingerprint of the exact terms.

  • Every version, with what changed

    Scopes move; the question is which version was agreed.

    In PaloWorks

    Earlier versions are kept, and the client's scope page shows what changed since the version they approved.

  • A second opinion on the request

    Some requests really are grey.

    In PaloWorks

    On Pro and Studio, AI reads the request against the scope: in scope, new work, or needs a question first. Accepting it drafts a change order for you to send.

  • A way to say yes, for a price

    "No" ends the conversation; "yes, for this" keeps the client.

    In PaloWorks

    A change order with the work, price and extra days. The client approves with their typed name or declines, and the original scope stands.

How it works in PaloWorks

  1. Step 1

    Find the line

    Open the approved scope and find the deliverable or the Not included item.

  2. Step 2

    Reply with the record

    Quote it, kindly: what was agreed, when, and who approved it.

  3. Step 3

    Offer the change

    Send a change order for the request, with its price and effect on the timeline.

  4. Step 4

    Settle the grey areas

    If the scope really is unclear, ask one question, decide, and write the answer into the next version.

When PaloWorks is the wrong pick

  • If nothing was written down before the work started, no tool can settle it now; agree a written scope on the next job.
  • For a dispute over money owed or a contract claim, speak to a lawyer where you work; this is practice, not legal advice.

Comparing tools? Read PaloWorks compared, including what the others are better at.

Questions people ask

What do I say to a client who thinks something was included?
Something like: "Thanks for flagging it. The approved scope lists X and Y, and Z is under Not included. I'm happy to add Z; here is a change order with the price and timing."
What if the scope really is ambiguous?
Then meet in the middle once, and fix the wording in the next version so it cannot happen twice.
Can the client see the version they approved?
Yes. The scope page shows who approved it and when, and what has changed since. There is a PDF too.
Does the client have to accept the change order?
No. They can approve or decline. If they decline, the original scope stands and the extra work stays out.

Put it on your next client

Intake, an approved scope with counted rounds, change orders and invoices, and your client never makes an account. Free for 1 client, 3 active projects. No card to start.