Client Approval Workflow Template

An editable workflow for requesting, reviewing, revising, approving, withdrawing, expiring, or revoking a client decision.

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Name the record before using the checklist.

DeliverableVersionDecision deadlineInternal ownerClient approver

Move the checklist beyond a first draft.

0 of 5 context fields completed0 of 12 checks completedReviewer and review date not recorded

Working status

Reviewer or accountable ownerReview dateVersion

A high score means more of the working record is filled in. It does not create client approval, legal authority, or professional sign-off.

Approval setup

Name the deliverable, exact version, brief, acceptance criteria, and project consequenceName the authorized client approver, contributors, internal owner, and fallbackSet the review deadline, reminder plan, and expiry behavior

Notes and exceptions

Review round

Share one current version and retire superseded review linksCollect contributor feedback in one place and resolve contradictionsClassify comments as required change, question, preference, or outside scope

Notes and exceptions

Decision

Offer explicit approve, approve with conditions, request changes, reject, or withdraw actionsRecord actor, role, time, version, reason, conditions, and before and after stateNotify the right owners and trigger only the actions authorized by the decision

Notes and exceptions

Reverse and exception paths

Define what happens when the deadline expires or no eligible approver existsSupport resubmission with preserved history after changesSupport revocation and stop affected publishing, delivery, procurement, or billing actions

Notes and exceptions

Treat this as a starting point, not automatic authority.

Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.

Want to keep this connected to the client and project?

Continue in Stelaah with the people, decisions, files, work, and finance beside the checklist.

Continue in Stelaah

Client Approval Workflow Template

Name the record before using the checklist.

Move the checklist beyond a first draft.

Approval setup

Review round

Decision

Reverse and exception paths

Treat this as a starting point, not automatic authority.

Continue with the connected workflow

Want to keep this connected to the client and project?