Statement of Work

FreightDesk AI — Back-Office Automation Pilot

Client: Cascade Freight Brokers Provider: Halloway Studio Date: July 31, 2026 SOW No.: CFB-2026-0731-SOW

Scope of Work


What's included — and what isn't

Confirms the agreed Growth Partner tier ($999 setup + $249/mo). Boundaries below protect both sides from scope creep.

In Scope

WorkstreamDescription
Rate-con parsingAutomated extraction of rate, lane, reference #, and accessorials into the TMS.
Check-call unificationSingle status feed combining carrier email, SMS, and phone check-ins.
Invoice matchingAutomated 3-way match of rate-con, signed BOL, and carrier invoice.
TMS & accounting integrationRead/write integration via the 3 APIs confirmed in Discovery.
Dispatcher trainingOne live walkthrough plus a written quick-reference guide.

Out of Scope

ItemWhy it's excluded
Custom TMS developmentPilot integrates with, but does not modify, the TMS platform.
Carrier integrations beyond 3 named APIsAvailable as a change order once demand is confirmed.
After-hours live supportBusiness-hours (8am–6pm PT); 24/7 monitoring is a post-pilot add-on.
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Deliverables & Milestones


What ships, and when

Dates assume kickoff on Aug 4, 2026.

MilestoneDeliverableTarget DateAcceptance Criteria
KickoffSigned access & document-format catalogAug 4, 2026API credentials issued; 20 sample rate-cons collected
Discovery completeException-case log & metric sign-offAug 15, 2026Client approves scope-of-automation document in writing
Sandbox buildRate-con parser + check-call unifierAug 29, 202695%+ field accuracy on 50-document test set
UAT sign-offParallel-run report vs. manual processSep 12, 2026Zero missed or misrouted loads across parallel-run window
Go-liveProduction cutoverSep 19, 2026Live traffic routed through FreightDesk AI
30-day tuning reviewPerformance report & adjustmentsOct 19, 2026Metrics reviewed jointly; open items closed

Rollout Phases

Discovery

Aug 4 – 15

Format mapping, API access, exception catalog.

Build

Aug 18 – Sep 5

Pipelines built against sandboxed TMS.

Launch

Sep 8 – 19

Parallel-run, walkthrough, staged cutover.

Payment Schedule

MilestoneAmountDue Date
Signing / Kickoff$499.50 (50% of setup)Aug 4, 2026
Go-live$499.50 (50% of setup)Sep 19, 2026
Monthly service fee$249/moBilled monthly from Sep 19, 2026
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Terms & Approval


The fine print, and the sign-off

Timeline assumptions

Dates assume Cascade provides API access and sample documents within 3 business days of request, and reviews deliverables within 2 business days.

Change orders

Work outside this Scope is billed at $150/hr, or a fixed quote above $500, with written approval required before work begins.

IP transfer

Custom integration code and configuration built for Cascade transfers to Cascade upon final payment.

Cancellation

Either party may cancel with 14 days' written notice; work completed through that date is billed as above, and the setup deposit is non-refundable once Discovery has begun.

Approve & Sign

Growth Partner Tier — 90-day pilot · $999 setup (50/50 split) + $249/mo starting at launch

Client


Signature


Printed Name & Title — Marcus Reyes, Director of Operations


Date

Service Provider


Signature


Printed Name & Title — Devin Marsh, Halloway Studio


Date

Halloway Studio · Portland, OR · hello@hallowaystudio.com · (503) 555-0182 · hallowaystudio.com

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