At a glance
Scope artifactsAddendums generated and versioned on the case — not a Word doc in email.
E-sign readyRoute to BoldSign from the case Documents tab or client portal.
Billing alignmentCommercial close ties to invoices and the billing ledger on the record.
Audit trailWho sent, who signed, when — preserved with the engagement.
Commercial close is part of delivery
When scope changes, the addendum is a governed artifact on the same case that holds Discovery, strategy, and implementation — not a side conversation in the CRM.
Commercial artifacts live alongside deliverables on the case record.
From diagnosis to signed scope
- Discovery and Strategy establish the advisory record before implementation is quoted
- Addendums capture scope changes with a preserved document trail
- E-sign completes in the client portal with staff visibility on the case
Fee defense starts at close
Most firms give the analysis away to win the engagement. RESO turns the entire advisory phase into products: Discovery Intelligence, then Resolution Strategy — two paid, defensible deliverables your firm sells and retains before any implementation agreement is signed. And if your firm doesn’t sell exploratories, the same Discovery works the other way: strong enough to close Strategy and implementation on findings instead of promises, and to stand later as the record of value delivered.
Was this page helpful?