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The Legal Risk of Un-documented Client Approvals: How to Protect Your Agency

That “Looks Good!” Email Won’t Hold Up in a Dispute

For an agency, the most dangerous phrase isn’t “I hate it.” It’s “I never approved that.” A single client dispute over project scope can lead to non-payment, legal fees, or even a lawsuit that bankrupts your business. The hard truth is that your current approval process—a messy trail of emails, Slack messages, and verbal agreements—is legally insufficient and leaves you completely exposed.

The Solution: You need a formal, non-repudiable approval audit-trail that serves as an indisputable, timestamped record of every client decision. Claritee is the platform that creates this “visual contract” to legally protect your agency.


Why Your “Proof” Isn’t Proof at All

When a client refuses to pay an invoice, the burden of proof is on you to show they approved the work. Your current tools will fail you in a legal dispute.

  • Emails Are Weak: A client can claim they “didn’t see the attachment” or that their “looks good!” applied to something else in the thread. It’s circumstantial and messy.
  • Slack/Teams Messages Are Worse: These are conversational, not contractual. Finding a specific decision months later is nearly impossible, and it lacks formal intent.
  • Verbal/Meeting Agreements: A “verbal agreement” is legally worthless without a written follow-up. Meeting notes are often disputed as one-sided.

This lack of a formal record is not just a project management headache; it’s a critical business liability. You are effectively doing all your work at your own risk.


How Claritee Creates a Legally-Sound “Visual Contract”

Claritee is designed to be your decision-rememberance portal, creating an auditable record that is clear, sequential, and tied directly to a visual blueprint. This is how you protect your agency.

1. It Establishes a Visual Single Source of Truth (SSOT)

First, Claritee’s visual sitemaps and low-fidelity wireframes create a clear blueprint of the entire project scope. This ensures there is no ambiguity about what is being discussed and approved.

2. It Creates an Irrefutable, Timestamped Audit-Trail

This is your legal protection. When a client approves a design, it’s not just a comment; it’s a formal, logged event.

  • Formal Approval Stages: You define the sign-off process (e.g., Draft $\rightarrow$ Client Review $\rightarrow$ Approved).
  • Timestamped Record: Claritee logs the user, action, and exact time of the approval.
  • Tied to the Visual: The approval is permanently linked to the specific version of the wireframe they signed off on.

3. It Secures Frictionless, Auditable Sign-Offs

You can’t claim a client approved something they couldn’t access. Claritee’s secure, ‘no-login’ share link is the key.

  • You send one link.
  • The client views the visual requirement and clicks “Approve.”
  • This action is logged in your audit-trail.

This simple, clean process removes all client friction while simultaneously creating a powerful legal record. You now have an indisputable, single-source-of-truth document showing exactly what the client saw and exactly when they approved it.


Next Step: Stop Risking Your Business on “Looks Good!”

Don’t wait for a client dispute to find out your approval process is worthless. Claritee is your agency’s insurance policy, providing the visual proof and auditable record you need to protect your revenue and your reputation.

Protect your agency from client disputes. Get your free, auditable approval record at claritee.io.

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