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All workflowsAgencies and professional-services teams

Client approval portal

Move requests, files, milestones, comments, and approvals out of email and into one accountable client workspace.

Use this workflow
Client view
Client view of the client approval portal
Team view
Team view of the client approval portal

Primary outcome

A client reviews the current deliverable and records an approval or a specific change request.

  1. A client can open a deliverable
  2. The approval decision persists
  3. Staff can see the decision and next action
Included in the brief

Product capabilities

  1. 01Client and staff roles
  2. 02Projects, files, and milestones
  3. 03Approval and change-request states
  4. 04Comments, owners, and due dates