Send and Respond to Client Review

Client Review gives an authorized client a focused place to review shared work, provide a decision, and return feedback without exposing private internal work.

Before sending

Confirm that the deliverable is ready, the correct client and reviewers are selected, and only appropriate files, messages, and context are included. Internal assignments, rates, working notes, and private Cards should remain private.

Client response

The client reviews the shared item and responds through the available approval or feedback controls. Their response becomes part of the connected project history.

Revisions

Requested changes should return through the planned revision and review chain. Preserve the original decision and feedback rather than overwriting history. When feedback changes agreed scope or timing, use the appropriate commercial or planning workflow instead of silently absorbing it.