Change request workflow

Do not let client change requests jump straight onto the task board.

A change request should pass through a decision layer before it becomes delivery work. EasyScope gives freelancers that layer: capture, estimate, approve, convert, and bill.

Workflow rule

request before task

The project stays healthier when new asks are decided before exécution.

Change request path

Live project
Inbox
Client ask logged
Simulation
Impact calculated
Approval
Decision needed
Conversion
Deliverable or change order

STEP 01

Ask arrives

STEP 02

Impact calculated

STEP 03

Client approves

STEP 04

Work becomes billable

Why it matters

The board is for work. The inbox is for decisions.

When every client ask becomes a task immediately, the project loses the distinction between agreed scope and new scope.

Tasks hide commercial decisions

A task title rarely shows whether the work was included, priced, or approved.

Clients expect instant acceptance

If the request moves into delivery too quickly, approval becomes assumed.

Billing becomes harder later

It is easier to invoice work that was explicitly approved before delivery.

The EasyScope way

A better path for every incoming ask

EasyScope keeps new requests in a controlled flow until you decide what they are.

01

Capture

Log the request from the client, a call, a message, or a simulation.

02

Classify and estimate

Decide whether it is included, extra, declined, deferred, or needs more context.

03

Convert

Turn the request into a deliverable, change-order draft, quote, or client response.

Proof points

A workflow made for messy client reality

The system is simple because the real work is getting to a clear decision.

Scope Request Inbox

Hold requests before exécution.

Simulation origin

Save impact simulations directly as requests.

Conversion paths

Create deliverables or change-order drafts from requests.

AI Diplomat

Respond professionally when a request is not included.

No awkward surprises

Workflow questions

Is this too much process for small requests?

The process can be lightweight. The point is to avoid invisible acceptance.

Can clients submit requests directly?

Yes. The client portal can collect new requests through a secure link.

Can I still move fast?

Yes. A fast approval path is different from skipping approval.

Give every change request a decision before it gets a deadline.

Protect delivery by separating requests from tasks.

Create a change workflow