A commercial SOW in KEEL holds the scope sections, a weekly staffing grid and the SOW's own rate sheet copied from the firm rate card. The engagement lead submits it; the managing director and the finance controller both approve it before anything goes to the client. Lexara then drafts the legal language and handles signature.
The lead names the scope sections. Section rows are locked roll-ups; role lines are edited by double-click.
Roles across weeks one to twelve and beyond, so the price is built on the plan that will be delivered.
Rates are copied from the firm-wide rate card into the SOW, where discounts apply. Leads edit only the SOW's copy.
Lead, then managing director, then finance. All three must approve commercials before the client sees anything.
Lexara Author drafts the legal language from the firm playbook; the firm countersigns and Lexara Ink sends it for client signature.
If the client changes content, the SOW reopens in KEEL and goes back to all three approvers.
Can block the lead, managing director or finance from adding or changing material terms.
The managing director can override the playbook; every override is recorded with who and when.
Every SOW carries a sequential number, so revisions and references never collide.
Invite the client to complete the form, import a spreadsheet, upload an existing SOW, or pull from a CRM where enrolled.
No. Firm-wide rates are owned by the managing director and finance. A lead edits only the SOW's copy of the rate sheet.
Lexara compares and assesses the changes. Content changes reopen the commercial SOW in KEEL for edits and resubmission to all three approvers.
Yes. It lands in review mode first; nothing is created until you confirm the extracted fields.
Yes. KEEL owns the commercial terms; Lexara owns the legal language and the signature, and the two stay linked.
Professional services automation from SOW to invoice, with margin that drills to the timesheet line.
A frozen staffing forecast with numbered revisions, timesheets approved row by row, and time-and-materials weeks approved by the client in the portal.
KEEL owns the commercial SOW. Lexara drafts the legal language and handles signature, so scope, contract and billing form one chain.
Build it in KEEL and route it through approval before it reaches the client.
7-day free trial · Card required before the trial ends · No migration