Revelare

Notes

How to Track Client Approvals Without Losing Them in Chat

A practical method to keep approvals visible and auditable across messages, PDFs, and delivery records.

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Overview

Most client approvals happen in short threads. They become hard to re-use when invoicing or clarifying follow-up. This method keeps high-signal sources attached to a project context.

Checklist

  1. Keep approval-bearing sources with scope and invoice context.
  2. Tag source type, time, and exact client wording.
  3. Treat informal approvals as provisional until aligned.
  4. Move to a next action only from a reviewed project state.

Revelare helps turn informal signals into practical records before you act.