How ApproveEase keeps projects moving
A visual walkthrough, from setting up a task to sign-off, and what happens when a client runs late so your delivery dates hold without your team paying for it.
Add your client
Enter client details, invite team members, and assign roles: viewer, approver, or admin. Clients get instant access, no sign-up required.
Magic link access means zero friction for clients.
Create a task
Add a rich description, due date, and priority level. Optionally use AI to draft the brief. Set dynamic or fixed delivery dates.
AI-assisted descriptions save you time on every brief.
Add approvals or recommendations
Attach single or multi-option approvals with deadlines. Or send upsell recommendations with pricing, pros/cons, and a "recommended" badge.
Guide clients by marking the recommended option.
Publish
Hit publish and your client receives a magic link email. One click and they're in their portal, no sign-up, no password, which is exactly why they reply quickly.
Less friction for the client means faster sign-off for you.
Client approves, and your dates hold
One click to approve. And if they're slow, your delivery date moves with them automatically, so a late client never becomes your team's late night. Automatic reminders do the chasing in the meantime.
This is the big one: late sign-off adjusts delivery, it doesn't cost you the weekend.
Discuss & deliver
Threaded conversations on every task. Full history log and status updates keep everyone aligned. Rich text, attachments, and mentions.
Everything in one place: no more scattered email threads.
Recommend more
Send upsell recommendations through the same trusted portal. No awkward emails, just professional proposals your clients are used to seeing.
Track acceptance rates and revenue from recommendations.
Ready to keep your projects moving?
Get started, it's free. No credit card required.