A client approval must say what it covers

A client approval process is tested by one line: that is not what we signed off. It holds if the record says what was shown, what it covered and who said yes.

Four stepped glass approval plates hold a seal, with the top plate glowing orange

Every client approval process is tested by one line, spoken weeks after the yes: that is not what we signed off. The approval survives that line only when its record states what the client was shown, what the yes covered, and who gave it. The usual record is the yes and nothing around it.

The yes is the least informative part of an approval

When the dispute arrives, the account manager goes looking for the approval and finds it: a reply that says approved, sometimes with an exclamation mark. It is the one line in the whole engagement nobody argues about, and it settles nothing, because the argument is about what the client said yes to and never about whether they said it.

What the dispute turns onWhat the agency finds in the threadWhat would have settled it
What the client was shownAn attachment somewhere in the threadThe artefact as it was sent, named in the yes
What the yes coveredThe word approvedA line saying whether the yes covered the layout, the copy, the imagery or the lot
Who gave itA name in the from fieldA named approver, agreed before the first round
What was agreed to change firstA callThe list of changes, written back and confirmed before the yes was recorded
What changed after the yesNothing, because nobody logged itThe change, with its own approval

Each row is a thing the agency could have written down at the time for the cost of a sentence, and each is a thing that cannot be reconstructed afterwards, because the client’s memory of it is the other side’s evidence.

Approved with changes is two approvals

The most common shape of a client approval is a yes with a list attached. Approved, but make the hero image warmer, shorten the intro and swap the second testimonial. Everybody hears that as a yes, and it is a no with instructions attached, one that becomes a yes only when the client has seen the version with the changes made and said so again.

The second yes is the one that goes missing. The agency makes the changes, the changes are small, and the project moves on. Weeks later the client sees the launched site, notices that the hero is warmer in a way they did not picture, and says that is not what we signed off. They are right. They signed off a description of a change, and nobody showed them the change.

The rule that follows is that a yes with a list is a round, not a close. The round closes when the client has seen the artefact with the list applied and said yes to that one. Where the changes are small enough that a second review feels like ceremony, the second review is a screenshot of the changed region and a one-line reply, and it still happens. Whatever it costs is less than the launch-day conversation.

Silence keeps a schedule and settles no argument

A deemed-approval clause in an agency contract treats a client’s silence past a deadline as approval. The clause exists for a good reason: a client who goes quiet cannot be allowed to stop the project, and as a schedule device it works. What it does not do is stop the argument. Whether the clause holds in a given contract is a question for a lawyer; what happens on the day is that a client who never looked at the artefact does not experience a deemed approval as having approved anything, and contests the result, whatever the clause says, at the moment the relationship is worth the most.

So the clause is used to move on, and the record is built as though it did not exist. When the deadline passes in silence, the account manager writes to the client that the round has closed under the clause, names the artefact now treated as approved, and says what happens next. That message is the record. A client who reads it and stays silent has now been told twice; a client who reads it and objects has reopened the round before the build started, which is the cheap moment to do it.

Approval by silence is never used for the artefacts a dispute is most likely to concern: the final design, any copy carrying a legal or pricing claim, and the launch itself. Those need a person to say yes, on the thing, in writing.

A change after the yes needs a yes of its own

The approvals that fail last are the ones that were sound when they were given. The client approved the design; then a developer changed a spacing rule to fix a wrap, a copywriter tightened a headline, and a client-side editor put content into the CMS that broke a layout the client had signed off with placeholder text in it. None of those people thought of themselves as changing an approved thing, and the account manager did not know most of it had happened.

An approval is a statement about a state. Once the state changes, the approval describes something that no longer exists, and the change is either re-approved or logged as a departure the client has agreed to. A list does this work: each change after the approval is a line, with who asked for it, what it touched and whether the client saw it. The list is short on a well-run project, and it is the document the dispute reads.

Where the client is reviewing the built site rather than a mockup, the record can produce itself. In Notarus, a change the client asks for on the staging site is a ticket on the team’s board from the moment they file it, with their original wording kept on it, and the client portal lets them watch that ticket reach Done and read the replies the team chose to show them, while the team’s own notes and priorities stay out of view. Each line of the change log this section asks for is then a ticket the client wrote themselves, and both sides hold the same copy.

The same act closes a web build. UAT sign-off is the client’s acceptance that the built site does what the acceptance criteria said it should, given against the site the client will get rather than against a description of it, and it is the last approval in the engagement that the words that is not what we signed off can be aimed at.

The record shows what the client was sent, no more

A record shows what the client was sent, when, and what they replied, and no tool extends it further. It can show at most that the artefact was opened; it cannot show that the client read it. A client who replied approved to a message skimmed on a phone will dispute the result with as much conviction as one who studied it, and the record’s job at that point is to establish what they were shown, which it does, rather than that they understood it, which nothing does.

The practical consequence is that the approval has to be made cheap to do properly. A long approval document nobody opens is worse than a short act on the thing itself: the client opens the artefact, sees what was sent, sees the list of what changed since last time, and replies to a question that names those things. The shorter that act is, the more likely the client did it, and the more the record is worth on the day somebody says that is not what we signed off.

Common questions

What does a client approval need to record?

Four things around the yes: what the client was shown, meaning the artefact as sent rather than a link that has since changed; what the yes covered, whether the layout, the copy, the imagery or the lot; who gave it, and whether they were the person entitled to; and what changed afterwards, each change with its own yes or a note that the client agreed to it. The word approved on its own settles none of these.

What does approved with changes mean in a client approval?

Approved with changes is a rejection with instructions attached. The client has approved a description of a change, and the artefact with the change applied has not been seen by anybody yet. The round closes when the client approves that artefact against its own version, and the second yes is the one that goes missing.

Is a deemed approval clause enough to protect an agency?

A deemed approval clause keeps a project moving when a client goes quiet, and that is its job. A client who never looked at the artefact will still contest the result, whatever the contract says, so the agency writes to the client when the deadline passes, names the artefact now treated as approved, and never relies on silence for the final design or the launch.

Should a client approve the copy, the design and the imagery separately?

Separately, and the record says which. A client who approved the layout while the copy was placeholder has not approved the copy, and a client who signed off the copy in a document has not approved how it sits on the page. Each yes names what it covers, and a launch needs all of them on the final artefact. One yes on the lot is the yes that covered whatever the client was looking at least.

What should an agency do when a client says that is not what we signed off?

Produce the artefact the yes was given against, the message that gave it, the list of changes agreed at the time, and the log of what changed afterwards, then compare them with the launched thing in front of the client. Where the record holds, the conversation is short. Where it does not, the agency has learned which of the four it stopped keeping.

The Notarus team

The people who build Notarus. We write up the decisions behind the product when the reasoning is worth more than the changelog line.

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