Scope, SOW & build spec.
The deliverables, an interactive statement of work, and a clickable build spec — before they sign.
Live simulation · What your client sees
Every client, lead and number shown is illustrative.
Atlas Dental · preview
Your proposal
Welcome, Dr. Reyes — here's everything we'll build together.
5
Deliverables
6 wks
Timeline
3
Phases
1
Signature to start
The build
Phase 1 — CRM in ClickUp
Patients, referrals, recalls
Phase 2 — Patient portal
Forms, reminders, documents
Phase 3 — Reporting
Production and recall rates
Statement of work
Ready to sign
a lead previews the build — signing turns this into their portal
How it works.
A lead gets a portal
Before the deal closes, the prospect signs in to their scope.
They click through the build
Deliverables, the statement of work and a clickable spec of what they're buying.
Signing turns it on
Once they sign, the same portal becomes their client portal.
What you get
- Prospects get it as a preview
- Becomes their portal once they sign
More in what your clients see.
All features →Client dashboard
Where things stand, what needs them, and their next call — the first thing they see.
Projects
Their projects and tasks, live from ClickUp. They comment, you reply, and new requests land as tasks.
Files
A shared folder per client: uploads and links, comments on each file, and who can see what.