Every fixed-fee engagement,from scope to contribution.
For agencies, consultants and freelancers: define the fee and deliverables, allocate work by week and approve time. Follow budget consumption and contribution to date in the same engagement.
Industry edition
Start with a concrete request.
See how a request relates to the work. Open the relevant view and explore its records.
- 01Describe the situation
- 02Review the relevant record
- 03Confirm the next action
Choose the view that answers the question.
Switch between the work schedule, records and checks. Each view has its own purpose.
Define the work before starting it.
A proposal brings together scope, fee, dates, hour budget and deliverables. Activation locks that scope.
Try the views in one place.
Select a view, inspect its records and return to the starting point with Reset.
Begin with one workflow you know well.
- 01
Bring a real case
Choose a recurring task and the documents your team uses today. Remove confidential information before sharing them.
- 02
Agree the scope
Define the records, responsibilities, exceptions and integrations the first workflow needs.
- 03
Validate before rollout
Review a configured version with your team, check the results and agree the conditions for using it.
Before you start
What is included for my agency or consulting practice?
You manage fixed-fee proposals, deliverables, weekly allocations, submitted and approved time, budgets, contribution to date and client reports without internal costs. Authorised users manage entries and approvals, including their own.
How do I get started?
Try it free: your industry has its own business application, and Shappy adapts it to the way you work. You can also book a meeting on your own case.
Does the assistant carry out these actions?
Yes. Ask Shappy on WhatsApp or in SHAPP: Shappy prepares, updates or follows up within your permissions, and nothing goes out without your approval.
Can we bring our existing records?
Yes. Bring your current files: we check field mapping, permissions and connections to your existing tools with you before the import.
Let’s review your actual workflow.
Bring one situation your team handles every week. We can use it to define the first scope and the checks it needs.
One company plan, never per user.