Approval workspace template

Approve the decision with the evidence beside it.

Review investment findings, contract deviations or proposed change orders in a queue with cited evidence.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Related apps in the current library

Investment memo builder

Draft an investment memo from diligence, models and call notes for your team to edit.

Change order review

Compare revisions with the agreed scope and review quantities, rates and evidence.

Data it uses

  • Draft memos and findings
  • Contracts and change instructions
  • Approval criteria and limits

Screens

  • Decision queue
  • Source viewer
  • Reviewer comments
  • Decision history

Results

  • Evidence attached to every decision
  • Consequential actions wait for approval
  • Reasons kept with the reviewed version

Bring one process. We'll show you it running.

An hour of your time and a process you know well is all it takes.

Book a working session