Professional Services and Client Operations

Know exactly which version the client actually approved

A creative team sends drafts for approval over email, so feedback arrives against outdated versions and nobody's sure which draft the client actually signed off on. Build a portal where approval is tied to a specific, locked version.

"Approved" needs to point at something specific

An email saying "looks good" doesn't specify which attachment it's replying to if three versions went out that week. Without a version-locked approval, disputes about what was actually signed off are almost inevitable.

Tie every comment and approval to a specific version, and lock the approved version so it can't quietly change afterward.

From submission to lock
  1. 1. A deliverable is submitted for client review
  2. 2. Client reviews and approves or requests changes with comments
  3. 3. Revised version is resubmitted, tied to the original feedback
  4. 4. Client approves the final version
  5. 5. Approved version is locked as the record of what was signed off
Who uses it

Three views of the same deliverable

Client

Review a specific version, leave comments tied to it, and approve or request changes clearly.

Creative/delivery team

Submit deliverables, see feedback tied to the exact version it was left on, and resubmit revisions.

Account manager

A cross-client approval status view, and visibility into overdue client reviews.

What the system tracks and automates

Records

Deliverables, versions, comments, approval decisions.

Automations

Review reminders to the client, version-conflict prevention, and approval-confirmation notifications.

Custom logic

Multi-stakeholder approval rules—all must approve versus a single approver—and revision-limit rules.

Platform

Own the application. P2HS runs the platform.

Example build brief

Example prompt
Build a client approval portal with deliverable submission, client review and comments, revision tracking tied to feedback, and locked final approval.

Scenarios to test in your preview

  • Approving an old version must not approve a newer draft.
  • A locked approved version must not be editable without creating a new version requiring re-approval.
  • Comments left on a superseded version must remain visible in that version's history, not disappear.
FAQ

Common questions about client approval portals

Who is this for?

Creative teams, agencies, and consultants that need a clear, disputable-proof record of what a client actually approved.

Can multiple stakeholders need to approve?

Yes—require sign-off from every named stakeholder, or just one, depending on the deliverable.

How is this different from the client project portal?

A client project portal covers overall project status. This focuses specifically on version-tracked deliverable approval.

Related platform pages

See how a client approval portal fits into the wider P2HS platform.

Build the approval portal that ends the version confusion

Describe the workflow. Review the foundation. Launch it on your own domain.