Built for consulting and professional-services firms
Most firms estimate in a spreadsheet and build the proposal or Statement of Work from the one they sent on their last deal, then reconcile the two by hand. JungleOS does both from one source of truth.
First the estimate: a spreadsheet that does a margin calculation and little else. Then the proposal or SoW, copied from your last deal, with the numbers retyped and the clauses that don't apply deleted, hopefully all of them.
Billable consultants spend that time on deals instead of on clients.
When the person who built the template leaves, so does your logic.
Every retyped number is a chance for the two to disagree.
Time is the easy problem. The expensive ones are baked into how the estimate and the SoW get made.
The answer is five formulas deep across three tabs, written by someone who left two years ago.
The estimate says 1,920 hours. The SoW says 1,840. The client finds it before you do.
A paragraph about data migration testing survives into a deal with no migration in scope.
The version the client got is whichever file was attached to the email.
Scope asks only what matters for this deal, from your own question banks. Your answers set the scope.
Hours by role and phase, timeline and price, calculated the same way every time. Run more than one scenario.
Pick the estimate and your layout. Charter fills in the deal and includes only the clauses that match the scope.
The same approvers who sign off on estimates decide. Export to Word once it's approved.
Guided questions, deterministic math and your own rate cards and methodology. Several scenarios per deal, role totals that reconcile to the hour, XLSX export.
See ScopeYour layouts and clause library, filled from the estimate. Clauses that follow the scope, a section per delivery phase, Document Approval and Word export.
See Charter| Before | After, JungleOS | |
|---|---|---|
| Building the estimate | Hours to days in a spreadsheet | A guided set of questions from your own question banks |
| Consistency | Each consultant's own template and math | One configured engine; same inputs, same estimate |
| Trying a different approach | Clone the workbook, hope nothing breaks | Several scenarios per deal, with versions and forks |
| Role totals | Off by an hour here and there | Reconcile to the project total |
| Writing the proposal or SoW | Retype the numbers by hand | Generated from the estimate through merge tags |
| Clauses | Delete the ones that don't apply, from memory | Appear only when the matching scope is in the estimate |
| Payment schedule | Typed again in Word | Generated from Deal Modeling |
| Sign-off | An email thread | Document Approval with the estimate's approvers and full history |
| Versions | SoW_v3_FINAL_revised.docx | Every generation stored as a named version |
For consulting and professional-services firms that price their own work: management consultancies, implementation partners, agencies, specialist practices. We built it from decades in professional services, because we needed it ourselves.
Your rate cards, methodology and client deals are the core of your business. Our business is built on trust: trust in the math, and trust that your data stays private.
Read how we handle itTry Scope free for 14 days, no card needed. Monthly plans with self-serve checkout.
Need more people on Scope? Add users to any plan for $50/mo each.
$59/mo per user
Proposals and SoWs generated from your Scope estimates, with your layouts, your clause library, Document Approval and Word export. Requires an active Scope subscription; every Charter user is also a Scope user. Add it from Billing in a few clicks, even during the trial. Charter itself has no free trial.
Start free trialFull estimation engine · XLSX export · Admin configuration for your practice · Self-serve billing · Add users anytime
Write to support@ajasoftwaresolutions.com.
Your spreadsheet isn't free. It just doesn't show up as a line item. In our experience an estimate built by hand takes hours to days of a billable consultant's time, and the proposal or Statement of Work (SoW) takes more on top. Each consultant's template drifts, and the document drifts from the estimate. JungleOS puts both on one source of truth.
Yes. Every new organization gets 14 days of Scope free, no card needed. When the trial ends, you choose a plan to keep going. Charter has no free trial of its own; an admin can add it from Billing at any time, including during the Scope trial.
Yes. Charter generates the proposal or SoW from a Scope estimate, so it requires an active Scope subscription, and every Charter user is also a Scope user. You can run Scope on its own.
Proposals and Statements of Work (SoWs): the documents your firm writes to propose and contract the work, priced from your own estimate. It's built for your documents rather than a client's RFP response forms, so what you send carries the numbers you estimated.
Not in the estimate math, and that's a choice. Pricing a deal needs consistent, explainable math, so Scope is deterministic: same inputs, same estimate. Charter builds documents from your own layouts and clauses; it doesn't write the narrative for you.
Any consulting or professional-services firm that scopes and prices its own engagements. Question banks, project types, rate cards, testing types and passthroughs are configured per practice, so it fits how you deliver.
No, and we won't. Your organization controls its workspace data, organizations are isolated from each other, and data is encrypted in transit and at rest. The details are in our privacy policy.
Monthly subscriptions after the 14-day Scope trial. Scope plans differ by number of users; extra Scope users are $50/mo each. Charter is $59/mo per user on an active Scope subscription, and each Charter user also holds a Scope seat.
Start a 14-day Scope trial, no card needed. Set up your organization and scope your first deal.