Approval workflows for any profession — simple or multi-level.
Pick a pre-built form or build your own custom template, then attach an approval process. One reviewer or a chain of levels — partner, manager, compliance — each with its own approver, SLA, and audit trail. Collected documents move from submission to sign-off without email ping-pong.
What You Can Do
Build the approval process once. Attach it to any form or template.
- Start from a pre-built form or your own custom template
- Attach a simple one-step approval or a multi-level chain
- Assign each level to a person, the case creator, or an approver group
- Group levels: first member to act, or every member must approve
- SLA in days per level, with overdue levels flagged automatically
- Send back for rework — resume at the rejecting level or restart from level 1
- Out-of-office delegation so approvals never stall
- Approval analytics: time per level, returns, and what is overdue now
Pre-built Flows
Common approval patterns — set up in minutes, reuse across templates.
- Single approver — one reviewer signs off
- Two-level — reviewer, then partner
- Multi-level — reviewer, manager, compliance, partner
- Group approval — any member of a pool can pick it up
- Unanimous group — every member must approve
Common Documents
Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.
- Audit and tax working papers
- Contracts, agreements, and legal drafts
- Employee onboarding packs
- Loan and credit files
- KYC and compliance documents
- Any custom form your team builds
How It Works
Four steps — from request to a clean, audit-ready record per client.
Pick or build a checklist
Start from a pre-built template or build a custom checklist for any client requirement.
Send on WhatsApp & Email
Add the client, set a deadline, hit send. No sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email.
AI validates every upload
Document type, legibility, completeness, and key fields — flagged before your team opens it.
Review, approve, archive
Your team reviews exceptions, approves, and archives — with a full audit trail per client.
Frequently Asked
Quick answers on setting up approval workflows.
Can I use approval workflows with my own templates?
Yes. Attach an approval process to any pre-built form or custom template. Every case created from it follows the same approval path.
What happens when an approver rejects?
The case goes back for rework. You choose per process whether resubmission resumes at the level that rejected it or restarts from level 1.
What if an approver is on leave?
Set an out-of-office delegate. Levels that would land on that approver go to the delegate for the dates you choose.
From submission to sign-off.
Attach an approval workflow to any template in minutes.