Pre-engagement workflow from scope to approval.
Loalyx manages the full pre-engagement phase — client intake, readiness checks, approved scope and the final PDF bundle. Without spreadsheets or endless email threads.
From intake to a signed scope,
one auditable workflow.
Every engagement passes through four stages. Each transition is recorded, time-stamped, and visible to both sides.
Client intake
Client fills an intake form — targets, contacts and test windows. You review and convert it to a version.
Fill the scope form
In-scope, out-of-scope, testing conditions and legal terms in one place.
Readiness check & approval
Loalyx validates nothing critical is missing. Client approves the scope online via a secured link.
PDF bundle in one click
Scope/SOW + LOA + checklist, versioned. Audit trail and ZIP bundle included automatically.
Scope documents that read like SOWs but behave like software.
Templated, versioned, and diffable. Structured fields for targets, exclusions, and rules of engagement — exportable and reusable across clients.
- Reusable scope templates by engagement type
- Inline diff between scope versions
- Structured fields → bundle export
A client portal that respects your client's time.
Branded magic-link with OTP — no password, no account. Client signs, requests changes, or declines. Every action is signed and time-stamped.
- Approve / Request changes / Decline — one click
- OTP via email — no password sprawl
- Single-use link — revoked on signature
Reports never leave the portal unless you say so.
PDFs, evidence packs, and remediation guidance live behind authenticated, watermarked links. Downloads are logged. Revocation is one click.
- Time-limited signed URLs for PDFs
- Audit log with IP, actor and timestamp
- Granular revocation without re-issuing
Run your first engagement the right way.
No spreadsheets, no email threads, no grey zones in the scope. From intake to approval.