Sealbook

Client sign-off

Client sign-off on meeting decisions, without the recap email

A recap email that nobody replied to is not sign-off. Here is what sign-off on a meeting decision needs, and how to make it take the client one click.

Why the recap email fails

  • It bundles ten decisions in one email. The client skims it and agrees to the gist, not the details.
  • It's in your words. The client can later say "that's not what I meant", and often believes it.
  • Silence is treated as yes. It isn't, and in a dispute nobody pretends it was.

What sign-off on a decision needs

  1. One decision at a time, so agreeing to one doesn't mean agreeing to all.
  2. The exact wording, with the quote from the call it came from, so both sides read the same thing.
  3. An explicit confirmation from a named person who can give it.
  4. A lock: once confirmed, the wording can't be edited quietly by either side.
  5. Evidence both sides keep: who confirmed what, and when.

How Sealbook makes it one click

After your project lead confirms a decision, the client's reviewer gets an email with the wording and the quotes. One button confirms; another asks a question. No account, no password, no portal to learn. The link is personal, expires, and stops working if the wording changes. If nobody answers in three working days, a reminder goes out by itself.