What it checks
It looks at risk signals you enter: budget fit, timeline pressure, missing assets, unclear revisions, approval ownership, and communication quality.
Free browser tool
Before you say yes, check one client lead for scope, payment, timeline, approval, assets, revisions, and communication risk. Get a risk band, the biggest issues to clarify, and a draft reply you can customize.
After the yes
If you decide to accept the project, use intake, scope lock, approval, payment, and change-request files before delivery starts.
This checker is for the awkward middle moment: the lead sounds interesting, but the scope, budget, deadline, or approval process may not be ready yet.
It looks at risk signals you enter: budget fit, timeline pressure, missing assets, unclear revisions, approval ownership, and communication quality.
It does not know your full availability, taxes, platform fees, legal terms, or client relationship. Use the output as a triage signal.
If the tool flags risk, ask the questions before quoting. If the project looks workable, still confirm scope, payment, approvals, and assets in writing.
Check whether the budget covers the expected work, the deadline fits your capacity, and the client can provide scope, assets and approvals. When key facts are missing, clarify or propose conditions before committing. A score cannot verify a client's reliability or guarantee a profitable project.
Ask what must be delivered, what is excluded, who approves it, when assets arrive, how many revisions are expected, and when payment is due. The client onboarding checklist collects these questions in one reusable list.
No. As a simple illustrative example, $2,000 divided by 20 hours is $100 per hour before expenses and taxes. Extra meetings, revision rounds and waiting dependencies can still make that estimate unrealistic. Include the work you actually expect to do.
Sample wording: "Thanks for the brief. Before I confirm the project, could we agree the deliverables, revision rounds, approval owner and asset handoff date? I'll then confirm the fee and schedule." Replace this with conditions that address your actual uncertainties.
No. It uses the project details and risk signals you enter, not background checks, credit records or external research. Treat the result as a discussion aid, not a decision made on your behalf.
Already working with the client? Estimate an added request or draft a reply with a clear boundary.